2023 Form 5500 filing — Alta Partners Profit Sharing Trust
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 20240828084831NAL0025730194001) for Alta Partners Profit Sharing Trust, reported by Alta Partners Management Corp. under EIN 94-3238854 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240828084831NAL0025730194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alta Partners Management Corp.
- EIN
- 94-3238854
- Plan number
- 001
- Location
- Jackson, WY
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,563,334
- Net assets (EOY)
- $5,563,334
- Employer contributions
- $316,263
- Total income / additions
- $247,194
- Benefits paid
- $1,514,369
- Administrative expenses
- $15,853
- Total expenses
- $1,530,222
- Net increase / (decrease)
- -$1,283,028
- Schedule source
- Schedule I