2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of Alphapointe

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 20240814090607NAL0011584321001) for 401(K) Profit Sharing Plan For Employees Of Alphapointe, reported by Alphapointe under EIN 44-0552486 and plan number 004. It reports 609 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)$14.6MReported net assets$14,587,525
Participants609
Provider compensation$3.5K1 Schedule C row(s)$3,476
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814090607NAL0011584321001
Plan sponsor
Alphapointe
EIN
44-0552486
Plan number
004
Location
Kansas City, MO
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)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$570.7K
Participant$676.1K
Full reported line items
Total assets (EOY)
$14,587,525
Total liabilities (EOY)
$0
Net assets (EOY)
$14,587,525
Employer contributions
$570,700
Participant contributions
$676,136
Total income / additions
$3,365,559
Benefits paid
$1,398,727
Administrative expenses
$3,476
Total expenses
$1,402,203
Net increase / (decrease)
$1,963,356
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $3.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814090607NAL0011584321001 cover?
It is the 2023 Form 5500 filing for 401(K) Profit Sharing Plan For Employees Of Alphapointe, reported by Alphapointe (EIN 44-0552486).
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