2023 Form 5500 filing — Alpha Consulting LLC 401k Profit Sharing Plan & 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 20240905075034NAL0043159090001) for Alpha Consulting LLC 401k Profit Sharing Plan & Trust, reported by Alpha Consulting LLC under EIN 22-3312656 and plan number 001. It reports 814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905075034NAL0043159090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpha Consulting LLC
- EIN
- 22-3312656
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,610,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,610,781
- Participant contributions
- $2,465,384
- Total income / additions
- $4,934,692
- Benefits paid
- $3,290,856
- Administrative expenses
- $93,956
- Total expenses
- $3,431,722
- Net increase / (decrease)
- $1,502,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $51,246 | $0 |
| Adp, Inc. | RECORD KEEPER | $29,709 | $0 |
| Withum | ACCOUNTANT | $13,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |