2023 Form 5500 filing — Extra 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 20241014161931NAL0027838865001) for Extra 401(K) Plan, reported by The Aligned Company under EIN 83-0866845 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,506,311
Participants153
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014161931NAL0027838865001
Plan sponsor
The Aligned Company
EIN
83-0866845
Plan number
001
Location
Los Angeles, CA
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$549.9K
Benefits paid / distributions$546.9K
Contributions
Employer$338.7K
Participant$591.2K
Full reported line items
Total assets (EOY)
$1,506,311
Total liabilities (EOY)
$0
Net assets (EOY)
$1,506,311
Employer contributions
$338,651
Participant contributions
$591,180
Total income / additions
$1,177,394
Benefits paid
$546,854
Administrative expenses
$3,026
Total expenses
$549,880
Net increase / (decrease)
$627,514

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014161931NAL0027838865001 cover?
It is the 2023 Form 5500 filing for Extra 401(K) Plan, reported by The Aligned Company (EIN 83-0866845).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages