2023 Form 5500 filing — Altl, Inc. Employees Profit Sharing Plan & Trust
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 20241004124557NAL0006699795001) for Altl, Inc. Employees Profit Sharing Plan & Trust, reported by Altl, Inc. under EIN 38-2123182 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004124557NAL0006699795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altl, Inc.
- EIN
- 38-2123182
- Plan number
- 001
- Location
- Hudsonville, MI
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,087,468
- Net assets (EOY)
- $8,087,468
- Employer contributions
- $88,841
- Participant contributions
- $425,613
- Total income / additions
- $2,043,746
- Benefits paid
- $1,147,458
- Administrative expenses
- $21,773
- Total expenses
- $1,169,231
- Net increase / (decrease)
- $874,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Altl, Inc. | CONTRACT ADMIN | $20,880 | $0 |
| Wells Fargo Clearing Services LLC | BROKER/ADVISOR | $0 | $19,172 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $850 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43 | $0 |