2023 Form 5500 filing — Afi 401(K) Savings 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 20241014155428NAL0015249379001) for Afi 401(K) Savings Plan, reported by All-Fill, Inc. under EIN 23-1708547 and plan number 003. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155428NAL0015249379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- All-Fill, Inc.
- EIN
- 23-1708547
- Plan number
- 003
- Location
- Exton, PA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,897,175
- Total liabilities (EOY)
- $10,360
- Net assets (EOY)
- $20,886,815
- Employer contributions
- $268,397
- Participant contributions
- $1,230,033
- Total income / additions
- $4,346,448
- Benefits paid
- $3,048,807
- Administrative expenses
- $62,134
- Total expenses
- $3,131,588
- Net increase / (decrease)
- $1,214,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $68,007 | $0 |
| Lpl Financial - Rp | INVESTMENT ADVISOR | $49,783 | not reported in the loaded dataset |
| The Mandmarblestone Group, LLC | TPA | $14,832 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $598 | not reported in the loaded dataset |