2023 Form 5500 filing — Alpena Agency 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701123424NAL0003813377001) for Alpena Agency 401(K) Plan, reported by Alpena Agency, Inc under EIN 38-1457163 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240701123424NAL0003813377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpena Agency, Inc
- EIN
- 38-1457163
- Plan number
- 001
- Location
- Alpena, MI
- Participants
- 32
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,786,321
- Net assets (EOY)
- $3,786,321
- Employer contributions
- $199,378
- Participant contributions
- $284,777
- Total income / additions
- $1,074,932
- Benefits paid
- $567,737
- Administrative expenses
- $78
- Total expenses
- $567,815
- Net increase / (decrease)
- $507,117
- Schedule source
- Schedule I