Achievement First, Inc. 403(B) Plan — Form 5500 plan (Achievement First, 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, Achievement First, Inc. 403(B) Plan is a benefit plan reported by Achievement First, Inc. under EIN 65-1203744 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,815 participants and $88,240,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Achievement First, Inc.
- EIN
- 65-1203744
- Plan number
- 001
- Plan type
- 2
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 2,815
- End-of-year plan assets
- $88,240,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,815 | H, C | 20250411141633NAL0012675235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,240,879
- Net assets (EOY)
- $88,240,879
- Net assets (BOY)
- $80,375,822
Income & contributions
- Employer contributions
- $3,560,834
- Participant contributions
- $4,893,080
- Total contributions
- $8,727,999
- Total income / additions
- $18,040,517
Expenses & distributions
- Benefits paid
- $9,551,165
- Administrative expenses
- $456,917
- Total expenses
- $10,175,460
- Net increase / (decrease)
- $7,865,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $370,658 | $0 | 2023 |
| American Portfolios Financial | BROKER | $0 | $103,606 | 2023 |
| Cohn Reznick, Llp | AUDITOR | $48,500 | not reported in the loaded dataset | 2023 |
| Magii Pension Services, LLC | TPA | $33,750 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co. | RECORD KEEPER | $29,703 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Achievement First, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Haven, CT
- Transamerica Retirement Solutions — Schedule C compensation
- American Portfolios Financial — Schedule C compensation
- Cohn Reznick, Llp — Schedule C compensation
- Magii Pension Services, LLC — Schedule C compensation
- Variable Annuity Life Insurance Co. — Schedule C compensation
- National Financial Services — Schedule C compensation