2023 Form 5500 filing — Afl 401(K) Profit Sharing 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 20241126143133NAL0011207280001) for Afl 401(K) Profit Sharing Plan, reported by Advantagefirst Lending, Inc. under EIN 46-5528588 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126143133NAL0011207280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advantagefirst Lending, Inc.
- EIN
- 46-5528588
- Plan number
- 001
- Location
- Rancho Santa Margarita, CA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $724,348
- Net assets (EOY)
- $724,348
- Employer contributions
- $21,016
- Participant contributions
- $138,648
- Total income / additions
- $276,943
- Benefits paid
- $131,869
- Administrative expenses
- $16,365
- Total expenses
- $148,271
- Net increase / (decrease)
- $128,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crossplans | TPA | $7,375 | $0 |