Afl 401(K) Profit Sharing Plan — Form 5500 plan (Advantagefirst Lending, 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, Afl 401(K) Profit Sharing Plan is a benefit plan reported by Advantagefirst Lending, Inc. under EIN 46-5528588 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $724,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advantagefirst Lending, Inc.
EIN
46-5528588
Plan number
001
Plan type
2
Location
Rancho Santa Margarita, CA
Latest filing year
2023
Participants
131
End-of-year plan assets
$724,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241126143133NAL0011207280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$724,348
Net assets (EOY)
$724,348
Net assets (BOY)
$595,676

Income & contributions

Employer contributions
$21,016
Participant contributions
$138,648
Total contributions
$159,664
Total income / additions
$276,943

Expenses & distributions

Benefits paid
$131,869
Administrative expenses
$16,365
Total expenses
$148,271
Net increase / (decrease)
$128,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CrossplansTPA$7,375$02023

Related Form 5500 pages