2023 Form 5500 filing — Afiniti 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 20241015175405NAL0029312273001) for Afiniti 401(K) Plan, reported by Afiniti Inc. under EIN 55-0872266 and plan number 001. It reports 264 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)$14.7MReported net assets$14,732,257
Participants264
Provider compensation$78.2K6 Schedule C row(s)$78,183
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015175405NAL0029312273001
- Plan sponsor
- Afiniti Inc.
- EIN
- 55-0872266
- Plan number
- 001
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
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)$14.8M total assets
Net assets$14.7MLiabilities$101.5K
Full reported line items
- Total assets (EOY)
- $14,833,730
- Total liabilities (EOY)
- $101,473
- Net assets (EOY)
- $14,732,257
- Employer contributions
- $1,264,477
- Participant contributions
- $2,598,956
- Total income / additions
- $6,116,051
- Benefits paid
- $1,967,119
- Administrative expenses
- $64,752
- Total expenses
- $2,049,914
- Net increase / (decrease)
- $4,066,137
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mass Mutual Life Insurance Co. | N/A | $29,953 | $52 |
| Merrill Lynch Pierce Fenner | INVESTMENT ADVISOR | $18,210 | not reported in the loaded dataset |
| The Retirement Advantage Inc | CONTRACT ADMIN | $7,680 | $5,896 |
| Merrill Lynch Pierce Fenner Smith | N/A | $12,513 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,221 | $0 |
| The Retirement Advantage | N/A | $0 | $1,658 |