2023 Form 5500 filing — A&L Investments 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 20240917171312NAL0004485728001) for A&L Investments 401(K) Plan, reported by A&L Investments under EIN 82-2037457 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$157.5KReported net assets$157,460
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917171312NAL0004485728001
Plan sponsor
A&L Investments
EIN
82-2037457
Plan number
001
Location
Glendora, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$157.5K total assets
Net assets$157.5KLiabilities
Money in vs. money out
Total income / additions$65.3K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$1.9K
Participant$20.5K
Full reported line items
Total assets (EOY)
$157,460
Net assets (EOY)
$157,460
Employer contributions
$1,860
Participant contributions
$20,500
Total income / additions
$65,314
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$65,314

Related Form 5500 pages