2023 Form 5500 filing — Alexander/Ryan Employee Savings 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 20240726101623NAL0010093971001) for Alexander/Ryan Employee Savings Plan, reported by Alexander/Lalizas, L.L.C. under EIN 76-0379330 and plan number 003. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,282,004
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726101623NAL0010093971001
Plan sponsor
Alexander/Lalizas, L.L.C.
EIN
76-0379330
Plan number
003
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$569.6K
Total expenses$110.2K
Benefits paid / distributions$99.6K
Contributions
Employer$32.2K
Participant$102.1K
Full reported line items
Total assets (EOY)
$2,282,004
Total liabilities (EOY)
$0
Net assets (EOY)
$2,282,004
Employer contributions
$32,216
Participant contributions
$102,124
Total income / additions
$569,588
Benefits paid
$99,617
Administrative expenses
$11,790
Total expenses
$110,182
Net increase / (decrease)
$459,406

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726101623NAL0010093971001 cover?
It is the 2023 Form 5500 filing for Alexander/Ryan Employee Savings Plan, reported by Alexander/Lalizas, L.L.C. (EIN 76-0379330).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages