2023 Form 5500 filing — Alula 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 20241008141157NAL0034961538001) for Alula 401(K) Plan, reported by Alula, LLC under EIN 46-1009973 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141157NAL0034961538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alula, LLC
- EIN
- 46-1009973
- Plan number
- 001
- Location
- Saint Paul, MN
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,337,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,337,167
- Employer contributions
- $265,967
- Participant contributions
- $960,895
- Total income / additions
- $2,665,629
- Benefits paid
- $519,311
- Administrative expenses
- $28,401
- Total expenses
- $547,712
- Net increase / (decrease)
- $2,117,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excel Financial | ADVISOR | $25,733 | not reported in the loaded dataset |
| Alerus Financial | RECORDKEEPER | $2,668 | not reported in the loaded dataset |