Plan5500

Alamo Transformer Supply Company — 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, Alamo Transformer Supply Company (EIN 74-1610651) is a plan sponsor located in San Antonio, TX with 2 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
74-1610651
Location
San Antonio, TX
Loaded plans
2
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 Alamo Transformer Supply Company

  • 2 loaded plans hold $12.5M in reported assets.
  • The largest, Alamo Transformer Supply Company Employee Stock Ownership Plan, holds 58% of this company's reported plan assets.
  • Plans cover 157 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.5MSummed across loaded plans$12,471,387
Total reported assets$12.5M$12,471,387
Total reported participants157
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.5M total assets
Net assets$12.5MLiabilities$0
Contributions & income
Employer contributions$315.6K
Participant contributions$324.5K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$576.7K
Total expenses$578.5K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets58%Alamo Transformer Supply Company Employee Stock Ownership Plan
Participants per plan79Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Alamo Transformer Supply Company Employee Stock Ownership Plan$7.3M
    Plan #003 · 86 participants · 2023
  2. 2
    Alamo Transformer Supply Company Employees 401(K) Profit Sharing Plan$5.2M
    Plan #002 · 71 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Alamo Transformer Supply Company. Open one for its full reported snapshot.

  1. 2023
    Alamo Transformer Supply Company Employees 401(K) Profit Sharing Plan71 participants · 2Sch I
    View filing →
  2. 2023
    Alamo Transformer Supply Company Employee Stock Ownership Plan86 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Alamo Transformer Supply Company report on Form 5500?
Alamo Transformer Supply Company (EIN 74-1610651) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Alamo Transformer Supply Company?
The Employer Identification Number (EIN) reported for Alamo Transformer Supply Company is 74-1610651.
What is the latest Form 5500 filing year for Alamo Transformer Supply Company?
The latest loaded Form 5500 filing year for Alamo Transformer Supply Company is 2023.

Related Form 5500 pages