2023 Form 5500 filing — Alexander Charles Inc. 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 20240730165329NAL0020537617001) for Alexander Charles Inc. 401(K) Plan, reported by Alexander Charles Inc. under EIN 83-3822566 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$157.7KReported net assets$157,738
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730165329NAL0020537617001
Plan sponsor
Alexander Charles Inc.
EIN
83-3822566
Plan number
001
Location
Meridian, ID
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)$157.7K total assets
Net assets$157.7KLiabilities$0
Money in vs. money out
Total income / additions$97.7K
Total expenses$5.6K
Benefits paid / distributions$5.6K
Contributions
Employer$16.8K
Participant$26.2K
Full reported line items
Total assets (EOY)
$157,738
Total liabilities (EOY)
$0
Net assets (EOY)
$157,738
Employer contributions
$16,795
Participant contributions
$26,178
Total income / additions
$97,706
Benefits paid
$5,580
Administrative expenses
$0
Total expenses
$5,580
Net increase / (decrease)
$92,126

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730165329NAL0020537617001 cover?
It is the 2023 Form 5500 filing for Alexander Charles Inc. 401(K) Plan, reported by Alexander Charles Inc. (EIN 83-3822566).
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