2023 Form 5500 filing — The Employees Of Alto-Shaam Retirement 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 20241015133642NAL0028597217001) for The Employees Of Alto-Shaam Retirement Plan, reported by Alto-Shaam, Inc. under EIN 39-1020882 and plan number 001. It reports 690 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133642NAL0028597217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alto-Shaam, Inc.
- EIN
- 39-1020882
- Plan number
- 001
- Location
- Menomonee Falls, WI
- Participants
- 690
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,886,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,886,460
- Employer contributions
- $857,619
- Participant contributions
- $2,679,836
- Total income / additions
- $10,322,375
- Benefits paid
- $4,321,872
- Administrative expenses
- $78,428
- Total expenses
- $4,401,395
- Net increase / (decrease)
- $5,920,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $63,412 | $0 |
| Roland Criss Fiduciary Services | NONE | $15,016 | not reported in the loaded dataset |