2023 Form 5500 filing — Altorfer Inc. Employees Savings 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 20240914095154NAL0005686179001) for Altorfer Inc. Employees Savings Plan, reported by Altorfer Inc. under EIN 42-0788540 and plan number 002. It reports 231 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)$25.4MReported net assets$25,359,405
Participants231
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240914095154NAL0005686179001
- Plan sponsor
- Altorfer Inc.
- EIN
- 42-0788540
- Plan number
- 002
- Location
- Cedar Rapids, IA
- Received date
- not reported in the loaded dataset
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)$25.4M total assets
Net assets$25.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,359,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,359,405
- Employer contributions
- $503,426
- Participant contributions
- $1,489,922
- Total income / additions
- $6,734,053
- Benefits paid
- $3,041,391
- Administrative expenses
- $30,369
- Total expenses
- $3,071,760
- Net increase / (decrease)
- $3,662,293
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $12,048 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$21,096 | $0 |