2023 Form 5500 filing — Alonti 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 20240925213038NAL0005721923001) for Alonti 401(K) Plan, reported by Pepi Corporation under EIN 74-2070055 and plan number 002. It reports 244 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)$3MReported net assets$2,986,633
Participants244
Provider compensation$33.7K5 Schedule C row(s)$33,720
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925213038NAL0005721923001
Plan sponsor
Pepi Corporation
EIN
74-2070055
Plan number
002
Location
Houston, TX
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)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$488.4K
Benefits paid / distributions$445.2K
Contributions
Employer$259K
Participant$388.6K
Full reported line items
Total assets (EOY)
$2,986,633
Total liabilities (EOY)
$0
Net assets (EOY)
$2,986,633
Employer contributions
$259,006
Participant contributions
$388,580
Total income / additions
$1,117,176
Benefits paid
$445,217
Administrative expenses
$43,224
Total expenses
$488,441
Net increase / (decrease)
$628,735
Schedule C

Reported service provider compensation

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

  1. 1
    AUDITOR · Direct $16.5K
  2. 2
    INVESTMENT ADVISOR · Direct $8.1K
  3. 3
    CONTRACT ADMIN · Direct $6.5K · Indirect $1.3K
  4. 4
    RECORD KEEPER · Direct $1.2K · Indirect $0
  5. 5
    INVESTMENT MGMT · Direct $152

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925213038NAL0005721923001 cover?
It is the 2023 Form 5500 filing for Alonti 401(K) Plan, reported by Pepi Corporation (EIN 74-2070055).
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