2023 Form 5500 filing — Alpha Genesis, 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 20241015142622NAL0016622099001) for Alpha Genesis, Inc. 401(K) Plan, reported by Alpha Genesis, Inc. under EIN 54-1800459 and plan number 001. It reports 274 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)$3.1MReported net assets$3,061,712
Participants274
Provider compensation$10.8K2 Schedule C row(s)$10,772
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015142622NAL0016622099001
Plan sponsor
Alpha Genesis, Inc.
EIN
54-1800459
Plan number
001
Location
Yemassee, SC
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$999.6K
Total expenses$240.8K
Benefits paid / distributions$209.7K
Contributions
Employer$183.5K
Participant$296.9K
Full reported line items
Total assets (EOY)
$3,061,712
Total liabilities (EOY)
$0
Net assets (EOY)
$3,061,712
Employer contributions
$183,513
Participant contributions
$296,921
Total income / additions
$999,553
Benefits paid
$209,722
Administrative expenses
$31,114
Total expenses
$240,836
Net increase / (decrease)
$758,717
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $8.5K
  2. 2
    RECORDKEEPER · Direct $2.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142622NAL0016622099001 cover?
It is the 2023 Form 5500 filing for Alpha Genesis, Inc. 401(K) Plan, reported by Alpha Genesis, Inc. (EIN 54-1800459).
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