How big is Affinergy, LLC's plan?

Affinergy, LLC's plan reported $304K in assets and 19 participants for 2023.

Original filing (PDF)20240905152430NAL0039005904001

Affinergy, LLC

Name: Affinergy, LLC — Affinergy, LLC 401(k) Plan, Form 5500 (2023)
Creator: Affinergy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinergy, LLC 401(k) Plan

401(k) retirement plan · Affinergy, LLC's Affinergy, LLC 401(k) Plan held $304K in plan assets for 19 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Chris Brasfield signed Affinergy, LLC's 2023 Form 5500 as plan administrator.

Chris Brasfield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Affinergy, LLC's EIN is 45-3567926.

EIN 45-3567926

Plan number 001

Plan year 2023

ACK ID 20240905152430NAL0039005904001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Affinergy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Affinergy, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFINERGY, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AFFINERGY, LLC

EIN

all filings

Address

PO BOX 14650 · DURHAM, NC · 27709

Phone

(919) 822-2689

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-05

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Freya Biosciences

Freya Biosciences 401(k) Plan

$304K · 5 participants

Blake Jones Dental, LLC

Jones Family Dental 401(k) Plan

$303K · 7 participants

VLP Therapeutics, Inc.

VLP Therapeutics, Inc. 401(k) Plan

$303K · 15 participants

Gottlieb Dental Laboratory, Inc.

Gottlieb Dental Laboratory Retirement Plan

$303K · 3 participants

Ideal Gynecology LLC

Ideal Gynecology LLC 401(k) Plan

$307K · 16 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.