Board Of Trustees Of The America'S Family 401(K) Benefit Trust Fund — Form 5500 plan (America'S Family Benefit Plans)
Plain-English plan 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, Board Of Trustees Of The America'S Family 401(K) Benefit Trust Fund is a benefit plan reported by America'S Family Benefit Plans under EIN 16-1548854 and plan number 002. The latest loaded filing year is 2023. The filing reports 973 participants and $24,641,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- America'S Family Benefit Plans
- EIN
- 16-1548854
- Plan number
- 002
- Plan type
- 1
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 973
- End-of-year plan assets
- $24,641,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 973 | H, C | 20241015155316NAL0048766816005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,641,527
- Total liabilities (EOY)
- $34,544
- Net assets (EOY)
- $24,606,983
- Net assets (BOY)
- $22,441,304
Income & contributions
- Employer contributions
- $342,058
- Participant contributions
- $785,484
- Total contributions
- $1,127,542
- Total income / additions
- $5,404,156
Expenses & distributions
- Benefits paid
- $2,990,658
- Administrative expenses
- $247,819
- Total expenses
- $3,238,477
- Net increase / (decrease)
- $2,165,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Ochocinski | EMPLOYEE | $52,024 | not reported in the loaded dataset | 2023 |
| Michelle Ochocinski | EMPLOYEE | $23,348 | not reported in the loaded dataset | 2023 |
| Raymond Morgan, Jr. | EMPLOYEE | $13,319 | not reported in the loaded dataset | 2023 |
| Efpr Group, Cpa'S, Pllc | NONE | $10,600 | not reported in the loaded dataset | 2023 |
| Compliance Systems, Inc. | NONE | $7,200 | not reported in the loaded dataset | 2023 |
| Softpath, Inc. | NONE | $6,143 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for America'S Family Benefit Plans
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williamsville, NY
- William Ochocinski — Schedule C compensation
- Michelle Ochocinski — Schedule C compensation
- Raymond Morgan, Jr. — Schedule C compensation
- Efpr Group, Cpa'S, Pllc — Schedule C compensation
- Compliance Systems, Inc. — Schedule C compensation
- Softpath, Inc. — Schedule C compensation