Amended And Restated Affinity Bank Employee Stock Ownership Plan — Form 5500 plan (Affinity Bank)
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, Amended And Restated Affinity Bank Employee Stock Ownership Plan is a benefit plan reported by Affinity Bank under EIN 30-1030292 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $8,807,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affinity Bank
- EIN
- 30-1030292
- Plan number
- 002
- Plan type
- 2
- Location
- Covington, GA
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $8,807,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | I | 20240403153720NAL0007695907001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,807,188
- Total liabilities (EOY)
- $5,133,878
- Net assets (EOY)
- $3,673,310
- Net assets (BOY)
- $3,112,553
Income & contributions
- Employer contributions
- $330,343
- Total income / additions
- $791,961
Expenses & distributions
- Benefits paid
- $59,207
- Administrative expenses
- $171,997
- Total expenses
- $231,204
- Net increase / (decrease)
- $560,757
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.