2023 Form 5500 filing — Ameriforge 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 20241015204433NAL0017199379001) for Ameriforge 401 (K) Plan, reported by Ameriforge Group, Inc. Dba Afglobal Corporation under EIN 76-0607053 and plan number 001. It reports 847 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)$22.2MReported net assets$22,249,952
Participants847
Provider compensation$75.4K3 Schedule C row(s)$75,361
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015204433NAL0017199379001
Plan sponsor
Ameriforge Group, Inc. Dba Afglobal Corporation
EIN
76-0607053
Plan number
001
Location
Houston, TX
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)$22.2M total assets
Net assets$22.2MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$3.9M
Benefits paid / distributions$3.9M
Contributions
Employer$541.8K
Participant$1.6M
Full reported line items
Total assets (EOY)
$22,249,952
Total liabilities (EOY)
$0
Net assets (EOY)
$22,249,952
Employer contributions
$541,776
Participant contributions
$1,580,519
Total income / additions
$5,772,462
Benefits paid
$3,872,664
Administrative expenses
$75,361
Total expenses
$3,948,050
Net increase / (decrease)
$1,824,412
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $47.6K · Indirect $0
  2. 2
    CONSULTANT · Direct $17.5K
  3. 3
    ADVISOR · Direct $10.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015204433NAL0017199379001 cover?
It is the 2023 Form 5500 filing for Ameriforge 401 (K) Plan, reported by Ameriforge Group, Inc. Dba Afglobal Corporation (EIN 76-0607053).
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