2023 Form 5500 filing — Alkami Technology, Inc. 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 20241010122526NAL0020965601001) for Alkami Technology, Inc. 401(K) Plan, reported by Alkami Technology, Inc. under EIN 45-3060776 and plan number 001. It reports 1,023 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)$56.9MReported net assets$56,932,998
Participants1K1,023
Provider compensation$90.3K2 Schedule C row(s)$90,261
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010122526NAL0020965601001
Plan sponsor
Alkami Technology, Inc.
EIN
45-3060776
Plan number
001
Location
Plano, TX
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)$56.9M total assets
Net assets$56.9MLiabilities$0
Money in vs. money out
Total income / additions$23.2M
Total expenses$5.2M
Benefits paid / distributions$5.1M
Contributions
Employer$2M
Participant$10.1M
Full reported line items
Total assets (EOY)
$56,932,998
Total liabilities (EOY)
$0
Net assets (EOY)
$56,932,998
Employer contributions
$1,974,287
Participant contributions
$10,138,575
Total income / additions
$23,181,722
Benefits paid
$5,118,867
Administrative expenses
$90,261
Total expenses
$5,215,198
Net increase / (decrease)
$17,966,524
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $80.9K · Indirect $0
  2. 2
    ADVISOR · Direct $9.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010122526NAL0020965601001 cover?
It is the 2023 Form 5500 filing for Alkami Technology, Inc. 401(K) Plan, reported by Alkami Technology, Inc. (EIN 45-3060776).
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