2023 Form 5500 filing — Retirement Income Plan For Employees Of Ahf, LLC
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 20241015151901NAL0050139536001) for Retirement Income Plan For Employees Of Ahf, LLC, reported by Ahf, LLC Dba Ahf Products under EIN 62-0435299 and plan number 002. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151901NAL0050139536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ahf, LLC Dba Ahf Products
- EIN
- 62-0435299
- Plan number
- 002
- Location
- Mountville, PA
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,571,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,571,868
- Employer contributions
- $579,000
- Total income / additions
- $1,957,073
- Benefits paid
- $958,272
- Administrative expenses
- $377,594
- Total expenses
- $1,335,866
- Net increase / (decrease)
- $621,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,091 | $0 |
| Creative Planning | INVESTMENT ADVISORY | $18,750 | not reported in the loaded dataset |