2023 Form 5500 filing — Alm Global, LLC 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 20241014105832NAL0014804051001) for Alm Global, LLC 401(K) Plan, reported by Alm Global, LLC under EIN 13-3273851 and plan number 001. It reports 1,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105832NAL0014804051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alm Global, LLC
- EIN
- 13-3273851
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,496,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,496,701
- Employer contributions
- $773,137
- Participant contributions
- $3,426,028
- Total income / additions
- $19,011,048
- Benefits paid
- $6,901,721
- Administrative expenses
- $235,898
- Total expenses
- $7,156,498
- Net increase / (decrease)
- $11,854,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $125,063 | $0 |
| Empower Advisory Group, LLC | NONE | $46,136 | not reported in the loaded dataset |
| Ubs Financial Services Inc | NONE | $43,391 | not reported in the loaded dataset |
| Bdg-Cpas | NONE | $20,600 | not reported in the loaded dataset |