Afge Employees 401(K) Plan — Form 5500 plan (American Federation Of Government Employees)

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, Afge Employees 401(K) Plan is a benefit plan reported by American Federation Of Government Employees under EIN 53-0025740 and plan number 002. The latest loaded filing year is 2023. The filing reports 454 participants and $50,845,946 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$50.8MPlan net assets, end of year$50,845,946
Participants454Covered participants reported
Assets / participant$112KComputed: assets ÷ participants$111,995 (computed)
Provider compensation$501 Schedule C provider row(s)
Plan sponsor
American Federation Of Government Employees
EIN
53-0025740
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023454H, C20241007161113NAL0015483185004
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)$50.8M total assets
Net assets$50.8MLiabilities
Money in vs. money out
Total income / additions$11.3M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$1.6M
Participant$2.7M
Full reported line items

Net assets

Total assets (EOY)
$50,845,946
Net assets (EOY)
$50,845,946
Net assets (BOY)
$42,694,338

Income & contributions

Employer contributions
$1,591,784
Participant contributions
$2,700,244
Total contributions
$4,369,389
Total income / additions
$11,295,600

Expenses & distributions

Benefits paid
$3,143,990
Administrative expenses
$2
Total expenses
$3,143,992
Net increase / (decrease)
$8,151,608
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 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empowerannuity Insurance Company OfNONE$50$02023

Related Form 5500 pages