Plan5500

Afsi Employee Retirement Plan — Form 5500 plan (Advanced Filtration Systems, 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, Afsi Employee Retirement Plan is a benefit plan reported by Advanced Filtration Systems, Inc under EIN 37-1201637 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $27,302,275 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Filtration Systems, Inc
EIN
37-1201637
Plan number
001
Plan type
2
Location
Champaign, IL
Latest filing year
2023
Participants
288
End-of-year plan assets
$27,302,275

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20240923170505NAL0020956464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,302,275
Total liabilities (EOY)
$0
Net assets (EOY)
$27,302,275
Net assets (BOY)
$24,479,535

Income & contributions

Employer contributions
$548,796
Participant contributions
$964,401
Total contributions
$1,554,247
Total income / additions
$5,301,673

Expenses & distributions

Benefits paid
$2,410,375
Administrative expenses
$60,233
Total expenses
$2,478,933
Net increase / (decrease)
$2,822,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$60,233$02023
Td Ameritrade, Inc.SECURITES BROKER$0$02023

Related Form 5500 pages