Alvine & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Alvine & Associates, Inc. (EIN 47-0469868) is a plan sponsor located in Omaha, NE with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-0469868
Location
Omaha, NE
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Alvine & Associates, Inc.

  • 4 loaded plans hold $25.8M in reported assets.
  • The largest, Alvine And Associates, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 507 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.8MSummed across loaded plans$25,764,437
Total reported assets$25.8M$25,764,437
Total reported participants507
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.8M total assets
Net assets$25.8MLiabilities$0
Contributions & income
Employer contributions$670.9K
Participant contributions$1.1M
Total income / additions$6.1M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Alvine And Associates, Inc. 401(K) Profit Sharing Plan
Participants per plan127Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 172 participants · 2023
  2. 2
    Alvine And Associates, Inc. Vision Plannot reported in the loaded dataset
    Plan #503 · 114 participants · 2023
  3. 3
    Alvine And Associates, Inc. Life And Ad&D Plannot reported in the loaded dataset
    Plan #501 · 113 participants · 2023
  4. 4
    Alvine And Associates, Inc. Dental Plannot reported in the loaded dataset
    Plan #502 · 108 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Alvine & Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Alvine And Associates, Inc. Dental Plan108 participants · 2No schedules
    View filing →
  2. 2023
    Alvine And Associates, Inc. Vision Plan114 participants · 2No schedules
    View filing →
  3. 2023
    Alvine And Associates, Inc. Life And Ad&D Plan113 participants · 2No schedules
    View filing →
  4. 2023
    Alvine And Associates, Inc. 401(K) Profit Sharing Plan172 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Alvine & Associates, Inc. report on Form 5500?
Alvine & Associates, Inc. (EIN 47-0469868) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Alvine & Associates, Inc.?
The Employer Identification Number (EIN) reported for Alvine & Associates, Inc. is 47-0469868.
What is the latest Form 5500 filing year for Alvine & Associates, Inc.?
The latest loaded Form 5500 filing year for Alvine & Associates, Inc. is 2023.

Related Form 5500 pages