2023 Form 5500 filing — Alco Management, Inc. 401(K) 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 20240917101253NAL0004896176001) for Alco Management, Inc. 401(K) Plan, reported by Alco Management, Inc. under EIN 62-0951782 and plan number 001. It reports 265 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)$12.5MReported net assets$12,524,565
Participants265
Provider compensation$37.7K3 Schedule C row(s)$37,708
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917101253NAL0004896176001
- Plan sponsor
- Alco Management, Inc.
- EIN
- 62-0951782
- Plan number
- 001
- Location
- Memphis, TN
- 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)$12.5M total assets
Net assets$12.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,524,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,524,565
- Employer contributions
- $408,949
- Participant contributions
- $913,507
- Total income / additions
- $3,081,671
- Benefits paid
- $984,989
- Administrative expenses
- $37,708
- Total expenses
- $1,022,952
- Net increase / (decrease)
- $2,058,719
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | CONSULTANT | $16,545 | not reported in the loaded dataset |
| Reynolds Bone & Griesbeck Plc | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,163 | $0 |