Affirma, Llc 401(k) Plan: Login, Facts & Contact Information

Affirma, Llc 401(k) Plan Facts

Plan name
AFFIRMA, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AFFIRMA, LLC
Participants
457 (250 active employees)
Former employees with a balance
163
Plan assets
$15,424,792 at Dec 31, 2023
Average account balance
$45,501 across 339 accounts
Employer contributions
$811,081 in plan year 2023 (31% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 2016
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Sep 26, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $2.65 million went into the plan in contributions, $811,081 of it from the employer (31%).
  • $647,210 was paid out to participants.
  • Investment and other income added $2.66 million.
  • Administrative expenses were $2,850, about $8 per account.

How the Affirma, Llc 401(k) changed, 20182023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018249$3.26 million$454,889$61,228
2019323$5.49 million$483,040$381,702
2020408$8.02 million$600,528$634,553
2021520$11.5 million$765,528$668,537
2022411$10.8 million$862,715$1.29 million
2023457$15.4 million$811,081$647,210

Affirma, Llc 401(k) Contact Information

Phone
425-289-2999
Mailing address
3380 146TH PLACE SE SUITE #200, BELLEVUE WA 98007
Plan sponsor
AFFIRMA, LLC
Employer identification number (EIN)
27-0019537
Plan number
001

Questions about the Affirma, Llc 401(k)

Does Affirma, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $811,081, 31% of all contributions.

Does the Affirma, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Affirma, Llc 401(k) plan?

457 participants at the start of plan year 2023, 250 of them active employees, and 163 former employees who still had money in the plan.

What is the average 401(k) balance at Affirma, Llc?

About $45,501 per account: $15.4 million in plan assets across 339 accounts with a balance at the end of plan year 2023.

Who manages the Affirma, Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Affirma, Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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