Afiniti 401(K) Plan — Form 5500 plan (Afiniti 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, Afiniti 401(K) Plan is a benefit plan reported by Afiniti Inc. under EIN 55-0872266 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $5,069,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Afiniti Inc.
- EIN
- 55-0872266
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $5,069,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20240304112854NAL0011995859001 |
| 2023 | 264 | H, C | 20241015175405NAL0029312273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,833,730
- Total liabilities (EOY)
- $101,473
- Net assets (EOY)
- $14,732,257
- Net assets (BOY)
- $10,666,120
Income & contributions
- Employer contributions
- $1,264,477
- Participant contributions
- $2,598,956
- Total contributions
- $3,924,302
- Total income / additions
- $6,116,051
Expenses & distributions
- Benefits paid
- $1,967,119
- Administrative expenses
- $64,752
- Total expenses
- $2,049,914
- Net increase / (decrease)
- $4,066,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co. | N/A | $29,953 | $52 | 2023 |
| Merrill Lynch Pierce Fenner | INVESTMENT ADVISOR | $18,210 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $7,680 | $5,896 | 2023 |
| Merrill Lynch Pierce Fenner Smith | N/A | $12,513 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,221 | $0 | 2023 |
| The Retirement Advantage | N/A | $0 | $1,658 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Afiniti Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Mass Mutual Life Insurance Co. — Schedule C compensation
- Merrill Lynch Pierce Fenner — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- The Retirement Advantage — Schedule C compensation