2023 Form 5500 filing — Aljsco Management LLC. 401k Profit Sharing 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 20241014162725NAL0045300768001) for Aljsco Management LLC. 401k Profit Sharing Plan, reported by Aljsco Management LLC. under EIN 82-3603886 and plan number 001. It reports 535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162725NAL0045300768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aljsco Management LLC.
- EIN
- 82-3603886
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,367,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,367,511
- Employer contributions
- $426,699
- Participant contributions
- $1,044,487
- Total income / additions
- $3,159,556
- Benefits paid
- $784,928
- Administrative expenses
- $67,398
- Total expenses
- $852,326
- Net increase / (decrease)
- $2,307,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | NONE | $40,173 | not reported in the loaded dataset |
| Robert W. Baird & Co. | NONE | $27,225 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $1,633 |