Affinity Group, Inc. Retirement Plan — Form 5500 plan (Affinity Group, Inc.)

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, Affinity Group, Inc. Retirement Plan is a benefit plan reported by Affinity Group, Inc. under EIN 27-2692871 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $43,416,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Affinity Group, Inc.
EIN
27-2692871
Plan number
001
Plan type
2
Location
Southbridge, MA
Latest filing year
2023
Participants
286
End-of-year plan assets
$43,416,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20241011132326NAL0010960451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,416,103
Total liabilities (EOY)
$0
Net assets (EOY)
$43,416,103
Net assets (BOY)
$41,700,469

Income & contributions

Employer contributions
$1,248,630
Participant contributions
$1,030,156
Total contributions
$2,938,257
Total income / additions
$10,921,809

Expenses & distributions

Benefits paid
$9,134,675
Administrative expenses
$71,500
Total expenses
$9,206,175
Net increase / (decrease)
$1,715,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$75,050$02023

Related Form 5500 pages