Af Holding Co. & Subsidiaries Retirement Plan — Form 5500 plan (Af Holding Co.)
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, Af Holding Co. & Subsidiaries Retirement Plan is a benefit plan reported by Af Holding Co. under EIN 37-1387036 and plan number 001. The latest loaded filing year is 2023. The filing reports 648 participants and $44,386,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Af Holding Co.
- EIN
- 37-1387036
- Plan number
- 001
- Plan type
- 2
- Location
- Sullivan, IL
- Latest filing year
- 2023
- Participants
- 648
- End-of-year plan assets
- $44,386,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 648 | H, C | 20241010134204NAL0020164977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,386,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,386,309
- Net assets (BOY)
- $39,989,710
Income & contributions
- Employer contributions
- $1,015,326
- Participant contributions
- $1,202,212
- Total contributions
- $2,438,650
- Total income / additions
- $8,318,516
Expenses & distributions
- Benefits paid
- $3,768,468
- Administrative expenses
- $153,449
- Total expenses
- $3,921,917
- Net increase / (decrease)
- $4,396,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $153,449 | $0 | 2023 |
| Smith Moore | BROKER/ADVISER | $0 | $81,190 | 2023 |