2023 Form 5500 filing — The Alinea Group 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 20241008092653NAL0009503827001) for The Alinea Group 401(K) Plan, reported by The Alinea Group LLC under EIN 20-1272395 and plan number 001. It reports 437 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)$3.3MReported net assets$3,274,206
Participants437
Provider compensation$2.6K1 Schedule C row(s)$2,640
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008092653NAL0009503827001
Plan sponsor
The Alinea Group LLC
EIN
20-1272395
Plan number
001
Location
Chicago, IL
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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$236.6K
Benefits paid / distributions$234K
Contributions
Employer$287.7K
Participant$513.8K
Full reported line items
Total assets (EOY)
$3,274,206
Total liabilities (EOY)
$0
Net assets (EOY)
$3,274,206
Employer contributions
$287,653
Participant contributions
$513,755
Total income / additions
$1,309,388
Benefits paid
$234,000
Administrative expenses
$2,640
Total expenses
$236,640
Net increase / (decrease)
$1,072,748
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008092653NAL0009503827001 cover?
It is the 2023 Form 5500 filing for The Alinea Group 401(K) Plan, reported by The Alinea Group LLC (EIN 20-1272395).
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