Retirement Income Plan For Employees Of Ahf, LLC — Form 5500 plan (Ahf, LLC Dba Ahf Products)

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, Retirement Income Plan For Employees Of Ahf, LLC is a benefit plan reported by Ahf, LLC Dba Ahf Products under EIN 62-0435299 and plan number 002. The latest loaded filing year is 2023. The filing reports 374 participants and $9,571,868 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ahf, LLC Dba Ahf Products
EIN
62-0435299
Plan number
002
Plan type
2
Location
Mountville, PA
Latest filing year
2023
Participants
374
End-of-year plan assets
$9,571,868

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20241015151901NAL0050139536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,571,868
Total liabilities (EOY)
$0
Net assets (EOY)
$9,571,868
Net assets (BOY)
$8,950,661

Income & contributions

Employer contributions
$579,000
Total contributions
$579,000
Total income / additions
$1,957,073

Expenses & distributions

Benefits paid
$958,272
Administrative expenses
$377,594
Total expenses
$1,335,866
Net increase / (decrease)
$621,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$79,091$02023
Creative PlanningINVESTMENT ADVISORY$18,750not reported in the loaded dataset2023

Related Form 5500 pages