Associated Food Stores, Inc. 401(K) Plan And Trust — Form 5500 plan (Afs Holdings, 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, Associated Food Stores, Inc. 401(K) Plan And Trust is a benefit plan reported by Afs Holdings, Inc under EIN 81-6012613 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,627 participants and $165,564,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Afs Holdings, Inc
- EIN
- 81-6012613
- Plan number
- 002
- Plan type
- 3
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 3,627
- End-of-year plan assets
- $165,564,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,627 | H, C | 20241007090645NAL0015848753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,564,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,564,340
- Net assets (BOY)
- $147,664,107
Income & contributions
- Employer contributions
- $3,678,437
- Participant contributions
- $6,887,682
- Total contributions
- $11,192,649
- Total income / additions
- $37,962,363
Expenses & distributions
- Benefits paid
- $19,605,960
- Administrative expenses
- $456,170
- Total expenses
- $20,062,130
- Net increase / (decrease)
- $17,900,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $215,663 | $0 | 2023 |
| Soltis Investment Advisors | INVESTMENT ADVISOR | $171,857 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Afs Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Transamerica Retirement Solutions — Schedule C compensation
- Soltis Investment Advisors — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation