Plan5500

Alterman Group, 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, Alterman Group, Inc. (EIN 74-2316654) is a plan sponsor located in Live Oak, 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
74-2316654
Location
Live Oak, TX
Loaded plans
3
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 Alterman Group, Inc.

  • 3 loaded plans hold $139.2M in reported assets.
  • The largest, Alterman Group, Inc. Employee Stock Ownership Plan, holds 82% of this company's reported plan assets.
  • Plans cover 972 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$125.1MSummed across loaded plans$125,075,951
Total reported assets$139.2M$139,225,878
Total reported participants972
Total reported liabilities$14.1M$14,149,927

Reported net position

Reported assets = net assets + liabilities (summed)$139.2M total assets
Net assets$125.1MLiabilities$14.1M
Contributions & income
Employer contributions$6.5M
Participant contributions$1.7M
Total income / additions$32.7M
Expenses & distributions
Benefits paid / distributions$11.2M
Total expenses$11.6M
Net increase / (decrease)$21.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets82%Alterman Group, Inc. Employee Stock Ownership Plan
Participants per plan324Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Alterman Group, Inc. Employee Stock Ownership Plan$114.9M
    Plan #001 · 339 participants · 2023
  2. 2
    Alterman Group, Inc. 401(K) Plan$24.4M
    Plan #002 · 327 participants · 2023
  3. 3
    Alterman Group, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #503 · 306 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 Alterman Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Alterman Group, Inc. Health And Welfare Benefits Plan306 participants · 2No schedules
    View filing →
  2. 2023
    Alterman Group, Inc. 401(K) Plan327 participants · 2Sch HSch C
    View filing →
  3. 2023
    Alterman Group, Inc. Employee Stock Ownership Plan339 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Alterman Group, Inc. report on Form 5500?
Alterman Group, Inc. (EIN 74-2316654) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Alterman Group, Inc.?
The Employer Identification Number (EIN) reported for Alterman Group, Inc. is 74-2316654.
What is the latest Form 5500 filing year for Alterman Group, Inc.?
The latest loaded Form 5500 filing year for Alterman Group, Inc. is 2023.

Related Form 5500 pages