Afni, Inc. 401(K) Plan — Form 5500 plan (Afni, 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, Afni, Inc. 401(K) Plan is a benefit plan reported by Afni, Inc. under EIN 37-1105130 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,757 participants and $58,177,918 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Afni, Inc.
EIN
37-1105130
Plan number
002
Plan type
2
Location
Bloomington, IL
Latest filing year
2023
Participants
2,757
End-of-year plan assets
$58,177,918

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,757H, C20240731091853NAL0033616896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,177,918
Total liabilities (EOY)
$0
Net assets (EOY)
$58,177,918
Net assets (BOY)
$49,768,394

Income & contributions

Employer contributions
$1,888,052
Participant contributions
$4,359,554
Total contributions
$6,328,103
Total income / additions
$15,013,702

Expenses & distributions

Benefits paid
$6,533,911
Administrative expenses
$67,814
Total expenses
$6,604,178
Net increase / (decrease)
$8,409,524

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$59,219$02023
Strategic Advisors, Inc.ADVISOR$8,595not reported in the loaded dataset2023

Related Form 5500 pages