2023 Form 5500 filing — Affinity Development Group 401(K) Profit Sharing 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 20241011122548NAL0010909939001) for Affinity Development Group 401(K) Profit Sharing Plan, reported by Affinity Development Group, Inc. under EIN 33-0900825 and plan number 001. It reports 298 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)$32.6MReported net assets$32,591,484
Participants298
Provider compensation$9.4K2 Schedule C row(s)$9,365
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011122548NAL0010909939001
Plan sponsor
Affinity Development Group, Inc.
EIN
33-0900825
Plan number
001
Location
San Diego, 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)$32.6M total assets
Net assets$32.6MLiabilities$0
Money in vs. money out
Total income / additions$8M
Total expenses$894K
Benefits paid / distributions$884.7K
Contributions
Employer$597.2K
Participant$1.4M
Full reported line items
Total assets (EOY)
$32,591,484
Total liabilities (EOY)
$0
Net assets (EOY)
$32,591,484
Employer contributions
$597,222
Participant contributions
$1,376,511
Total income / additions
$7,975,229
Benefits paid
$884,652
Administrative expenses
$9,365
Total expenses
$894,017
Net increase / (decrease)
$7,081,212
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $9.3K · Indirect $0
  2. 2
    BROKERAGE SERVICES · Direct $19 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011122548NAL0010909939001 cover?
It is the 2023 Form 5500 filing for Affinity Development Group 401(K) Profit Sharing Plan, reported by Affinity Development Group, Inc. (EIN 33-0900825).
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