2023 Form 5500 filing — Alert 360 401(K) 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 20241015142843NAL0028763617001) for Alert 360 401(K) Retirement Plan, reported by Alert 360 Opco, Inc. under EIN 85-3194806 and plan number 001. It reports 468 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)$25MReported net assets$25,047,736
Participants468
Provider compensation$15.4K1 Schedule C row(s)$15,351
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015142843NAL0028763617001
Plan sponsor
Alert 360 Opco, Inc.
EIN
85-3194806
Plan number
001
Location
Tulsa, OK
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)$25.1M total assets
Net assets$25MLiabilities$27.8K
Money in vs. money out
Total income / additions$7M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$1.3M
Participant$1.9M
Full reported line items
Total assets (EOY)
$25,075,585
Total liabilities (EOY)
$27,849
Net assets (EOY)
$25,047,736
Employer contributions
$1,303,921
Participant contributions
$1,903,925
Total income / additions
$6,974,064
Benefits paid
$1,876,300
Administrative expenses
$15,351
Total expenses
$1,903,494
Net increase / (decrease)
$5,070,570
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $15.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142843NAL0028763617001 cover?
It is the 2023 Form 5500 filing for Alert 360 401(K) Retirement Plan, reported by Alert 360 Opco, Inc. (EIN 85-3194806).
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