2023 Form 5500 filing — Advanced Flow Engineering, Inc. 401(K) Plan

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 20241011113438NAL0010869027001) for Advanced Flow Engineering, Inc. 401(K) Plan, reported by Advanced Flow Engineering, Inc. under EIN 33-0853594 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.8MReported net assets$8,761,564
Participants190
Provider compensation$40.7K2 Schedule C row(s)$40,678
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011113438NAL0010869027001
Plan sponsor
Advanced Flow Engineering, Inc.
EIN
33-0853594
Plan number
001
Location
Corona, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$505.2K
Benefits paid / distributions$464.6K
Contributions
Employer$212.1K
Participant$515K
Full reported line items
Total assets (EOY)
$8,761,564
Total liabilities (EOY)
$0
Net assets (EOY)
$8,761,564
Employer contributions
$212,100
Participant contributions
$514,960
Total income / additions
$2,169,005
Benefits paid
$464,559
Administrative expenses
$40,678
Total expenses
$505,237
Net increase / (decrease)
$1,663,768
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $22.4K
  2. 2
    RECORDKEEPER · Direct $18.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113438NAL0010869027001 cover?
It is the 2023 Form 5500 filing for Advanced Flow Engineering, Inc. 401(K) Plan, reported by Advanced Flow Engineering, Inc. (EIN 33-0853594).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages