Afs-Usa 403(B)Plan — Form 5500 plan (Afs Usa)

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, Afs-Usa 403(B)Plan is a benefit plan reported by Afs Usa under EIN 39-1711417 and plan number 003. The latest loaded filing year is 2023. The filing reports 403 participants and $23,979,028 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24MPlan net assets, end of year$23,979,028
Participants403Covered participants reported
Assets / participant$59.5KComputed: assets ÷ participants$59,501 (computed)
Provider compensation$47.1K3 Schedule C provider row(s)$47,123
Plan sponsor
Afs Usa
EIN
39-1711417
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    403 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$317.3K
Participant$471.8K
Full reported line items

Net assets

Total assets (EOY)
$23,979,028
Total liabilities (EOY)
$0
Net assets (EOY)
$23,979,028
Net assets (BOY)
$21,204,451

Income & contributions

Employer contributions
$317,275
Participant contributions
$471,840
Total contributions
$800,040
Total income / additions
$4,074,237

Expenses & distributions

Benefits paid
$1,258,141
Administrative expenses
$41,199
Total expenses
$1,299,660
Net increase / (decrease)
$2,774,577
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESTMENT ADVISORY · Direct $22.8K · Indirect $5
  2. 2
    CONTRACT ADMINISTRATOR · Direct $18.4K · Indirect $0
  3. 3
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $5.9K

What to inspect next

Frequently asked questions

Who sponsors the Afs-Usa 403(B)Plan?
Afs-Usa 403(B)Plan is reported as sponsored by Afs Usa (EIN 39-1711417, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Afs-Usa 403(B)Plan?
The latest Form 5500 filing year loaded for Afs-Usa 403(B)Plan is 2023.
How many participants does Afs-Usa 403(B)Plan report?
Afs-Usa 403(B)Plan reports 403 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Afs-Usa 403(B)Plan?
Afs-Usa 403(B)Plan reports $23,979,028 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages