Original filing (PDF)20250912130824NAL0000787395001

AFS EQUIPMENT CO., LLC

Name: AFS EQUIPMENT CO., LLC — AFS EQUIPMENT CO., LLC CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: AFS EQUIPMENT CO., LLC

Form 5500-SF

FILING_RECEIVED

AFS EQUIPMENT CO., LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFS EQUIPMENT CO., LLC.

Plan sponsor

Name

AFS EQUIPMENT CO., LLC

EIN

84-3920850

Address

1325 UNION HILL INDUSTRIAL CT. · SUITE A · ALPHARETTA, GA · 30004

Phone

(770) 740-1613

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-12

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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