2023 Form 5500 filing — Alpha Associates, Inc. Employee Retirement 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 20241010074959NAL0011278307001) for Alpha Associates, Inc. Employee Retirement Plan, reported by Alpha Associates, Inc. under EIN 22-1763475 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).
- EFAST2 acknowledgement
- 20241010074959NAL0011278307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpha Associates, Inc.
- EIN
- 22-1763475
- Plan number
- 001
- Location
- Lakewood, NJ
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,921,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,921,418
- Employer contributions
- $170,948
- Participant contributions
- $641,950
- Total income / additions
- $3,097,042
- Benefits paid
- $326,446
- Administrative expenses
- $1,113
- Total expenses
- $344,595
- Net increase / (decrease)
- $2,752,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $47,920 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,113 | $0 |