2023 Form 5500 filing — Alithya Usa, Inc. 401(K) 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 20240923121239NAL0011334657001) for Alithya Usa, Inc. 401(K) Savings Plan, reported by Alithya Usa, Inc. under EIN 71-0788538 and plan number 001. It reports 627 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)$98.2MReported net assets$98,216,896
Participants627
Provider compensation$55.3K2 Schedule C row(s)$55,307
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923121239NAL0011334657001
Plan sponsor
Alithya Usa, Inc.
EIN
71-0788538
Plan number
001
Location
Alpharetta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$98.2M total assets
Net assets$98.2MLiabilities$0
Money in vs. money out
Total income / additions$24M
Total expenses$5.4M
Benefits paid / distributions$5.3M
Contributions
Employer$894.9K
Participant$6.3M
Full reported line items
Total assets (EOY)
$98,216,896
Total liabilities (EOY)
$0
Net assets (EOY)
$98,216,896
Employer contributions
$894,902
Participant contributions
$6,268,515
Total income / additions
$24,023,520
Benefits paid
$5,302,740
Administrative expenses
$52,770
Total expenses
$5,355,510
Net increase / (decrease)
$18,668,010
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $48.4K
  2. 2
    RECORDKEEPER · Direct $6.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923121239NAL0011334657001 cover?
It is the 2023 Form 5500 filing for Alithya Usa, Inc. 401(K) Savings Plan, reported by Alithya Usa, Inc. (EIN 71-0788538).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages