2023 Form 5500 filing — Alphausa Holdings 401(K) Retirement 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 20240805165931NAL0001532817001) for Alphausa Holdings 401(K) Retirement Plan, reported by Alphausa Holdings Inc. under EIN 35-2622801 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,495,702
Participants236
Provider compensation$64.5K2 Schedule C row(s)$64,458
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240805165931NAL0001532817001
Plan sponsor
Alphausa Holdings Inc.
EIN
35-2622801
Plan number
001
Location
Wilsonville, OR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$111.1K
Participant$902.3K
Full reported line items
Total assets (EOY)
$4,495,702
Total liabilities (EOY)
$0
Net assets (EOY)
$4,495,702
Employer contributions
$111,139
Participant contributions
$902,253
Total income / additions
$1,742,660
Benefits paid
$1,026,390
Administrative expenses
$64,458
Total expenses
$1,093,087
Net increase / (decrease)
$649,573
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $53.3K · Indirect $0
  2. 2
    ADVISOR · Direct $11.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805165931NAL0001532817001 cover?
It is the 2023 Form 5500 filing for Alphausa Holdings 401(K) Retirement Plan, reported by Alphausa Holdings Inc. (EIN 35-2622801).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages