Afognak Native Corporation And Alutiiq, LLC 401(K) Plan & Trust — Form 5500 plan (Afognak Native Corporation)

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, Afognak Native Corporation And Alutiiq, LLC 401(K) Plan & Trust is a benefit plan reported by Afognak Native Corporation under EIN 92-0047145 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,118 participants and $169,730,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Afognak Native Corporation
EIN
92-0047145
Plan number
001
Plan type
3
Location
Chesapeake, VA
Latest filing year
2023
Participants
5,118
End-of-year plan assets
$169,730,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,118H, C20241011113058NAL0021765057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$169,730,057
Total liabilities (EOY)
$0
Net assets (EOY)
$169,730,057
Net assets (BOY)
$147,148,469

Income & contributions

Employer contributions
$7,136,896
Participant contributions
$13,343,541
Total contributions
$23,855,057
Total income / additions
$46,419,600

Expenses & distributions

Benefits paid
$23,388,033
Administrative expenses
$427,803
Total expenses
$23,838,012
Net increase / (decrease)
$22,581,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$297,905$02023
Pacific Portfolio Consulting, LLCCONSULTANT$67,000not reported in the loaded dataset2023
Bdo UsaACCOUNTANT$39,350not reported in the loaded dataset2023

Related Form 5500 pages