Alta Enterprises, LLC — 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, Alta Enterprises, LLC (EIN 82-3166837) is a plan sponsor located in Livonia, MI 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
82-3166837
Location
Livonia, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$146,472,725
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$146,472,725

Contributions & income

Employer contributions
$5,541,010
Participant contributions
$17,346,628
Total income / additions
$45,581,275

Expenses & distributions

Benefits paid / distributions
$13,658,193
Total expenses
$13,935,693
Net increase / (decrease)
$31,645,582

Coverage

Total reported participants
6,275
Plans with financial statements
1
Plans with provider compensation
1

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

Alta Enterprises, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Alta Equipment Company 401(K) Plan & Trust0012,957$146,472,7252023
Alta Enterprises, LLC Health Benefit Plan5013,318not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alta Enterprises, LLC
YearPlanParticipantsSchedulesFiling
2023Alta Enterprises, LLC Health Benefit Plan3,31820240920082816NAL0007194817001
2023Alta Equipment Company 401(K) Plan & Trust2,957H, C20241015151956NAL0014947939001

Related Form 5500 pages