2023 Form 5500 filing — Affinitiv 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 20241014144048NAL0015125011001) for Affinitiv 401(K) Plan, reported by Affinitiv, Inc. under EIN 81-3352377 and plan number 001. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144048NAL0015125011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affinitiv, Inc.
- EIN
- 81-3352377
- Plan number
- 001
- Location
- Buffalo Grove, IL
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,098,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,098,536
- Employer contributions
- $838,835
- Participant contributions
- $2,661,137
- Total income / additions
- $8,537,570
- Benefits paid
- $4,695,828
- Administrative expenses
- $74,162
- Total expenses
- $4,769,990
- Net increase / (decrease)
- $3,767,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,162 | $0 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $35,000 | not reported in the loaded dataset |