2023 Form 5500 filing — Altamira 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 20241007064344NAL0008697555001) for Altamira 401(K) Plan, reported by Altamira-Us, LLC under EIN 47-1264544 and plan number 001. It reports 115 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)$5.6MReported net assets$5,596,047
Participants115
Provider compensation$74.1K3 Schedule C row(s)$74,105
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007064344NAL0008697555001
- Plan sponsor
- Altamira-Us, LLC
- EIN
- 47-1264544
- Plan number
- 001
- Location
- Oklahoma City, OK
- 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)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,596,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,596,047
- Employer contributions
- $128,357
- Participant contributions
- $371,702
- Total income / additions
- $1,293,752
- Benefits paid
- $1,189,347
- Administrative expenses
- $56,455
- Total expenses
- $1,245,812
- Net increase / (decrease)
- $47,940
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental Wealth Advisors Ll | INVESTMENT/FINANCIAL ADVI | $35,301 | $0 |
| Adp, Inc. | RECORD KEEPER | $23,824 | $0 |
| Calvetti Ferguson, Pc | ACCOUNTANT | $14,980 | $0 |