Alco Management, 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, Alco Management, Inc. (EIN 62-0951782) is a plan sponsor located in Memphis, TN with 3 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
62-0951782
Location
Memphis, TN
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,586,867
Total reported liabilities (EOY)
$3,500
Total reported net assets (EOY)
$12,583,367

Contributions & income

Employer contributions
$1,804,678
Participant contributions
$1,391,420
Total income / additions
$4,960,533

Expenses & distributions

Benefits paid / distributions
$3,031,908
Total expenses
$3,092,963
Net increase / (decrease)
$1,867,570

Coverage

Total reported participants
618
Plans with financial statements
2
Plans with provider compensation
3

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.

Largest loaded plans by reported assets

Alco Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Alco Management, Inc. 401(K) Plan001265$12,524,5652023
Alco Management, Inc. Health Plan And Trust502152$62,3022023
Alco Management, Inc. Health And Welfare Plan508201not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alco Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Alco Management, Inc. 401(K) Plan265H, C20240917101253NAL0004896176001
2023Alco Management, Inc. Health Plan And Trust152H, C20241013105233NAL0012396579002
2023Alco Management, Inc. Health And Welfare Plan201C20241015155313NAL0048766480005

Related Form 5500 pages