2023 Form 5500 filing — Afognak Native Corporation And Alutiiq, LLC 401(K) Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011113058NAL0021765057001) for Afognak Native Corporation And Alutiiq, LLC 401(K) Plan & Trust, reported by Afognak Native Corporation under EIN 92-0047145 and plan number 001. It reports 5,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113058NAL0021765057001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Afognak Native Corporation
- EIN
- 92-0047145
- Plan number
- 001
- Location
- Chesapeake, VA
- Participants
- 5,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,730,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,730,057
- Employer contributions
- $7,136,896
- Participant contributions
- $13,343,541
- Total income / additions
- $46,419,600
- Benefits paid
- $23,388,033
- Administrative expenses
- $427,803
- Total expenses
- $23,838,012
- Net increase / (decrease)
- $22,581,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $297,905 | $0 |
| Pacific Portfolio Consulting, LLC | CONSULTANT | $67,000 | not reported in the loaded dataset |
| Bdo Usa | ACCOUNTANT | $39,350 | not reported in the loaded dataset |