2023 Form 5500 filing — Alpha Services Company Of Rochester 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 20241010092840NAL0033702784001) for Alpha Services Company Of Rochester 401(K) Plan, reported by Alpha Services Company Of Rochester under EIN 41-1992713 and plan number 001. It reports 385 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)$3.1MReported net assets$3,073,720
Participants385
Provider compensation$46K3 Schedule C row(s)$45,992
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010092840NAL0033702784001
Plan sponsor
Alpha Services Company Of Rochester
EIN
41-1992713
Plan number
001
Location
Rochester, MN
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$369.3K
Benefits paid / distributions$334.8K
Contributions
Employer$228.1K
Participant$493.2K
Full reported line items
Total assets (EOY)
$3,073,720
Total liabilities (EOY)
$0
Net assets (EOY)
$3,073,720
Employer contributions
$228,053
Participant contributions
$493,245
Total income / additions
$1,162,964
Benefits paid
$334,832
Administrative expenses
$34,445
Total expenses
$369,277
Net increase / (decrease)
$793,687
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $34.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $11.5K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010092840NAL0033702784001 cover?
It is the 2023 Form 5500 filing for Alpha Services Company Of Rochester 401(K) Plan, reported by Alpha Services Company Of Rochester (EIN 41-1992713).
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