2023 Form 5500 filing — Aledade 401(K) Savings And Investment 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 20241015152300NAL0016738211004) for Aledade 401(K) Savings And Investment Plan, reported by Aledade, Inc. under EIN 46-5417350 and plan number 001. It reports 1,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152300NAL0016738211004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aledade, Inc.
- EIN
- 46-5417350
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 1,381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,463,574
- Net assets (EOY)
- $63,463,574
- Employer contributions
- $5,928,884
- Participant contributions
- $12,019,267
- Total income / additions
- $29,970,928
- Benefits paid
- $3,445,872
- Administrative expenses
- $164,964
- Total expenses
- $3,621,993
- Net increase / (decrease)
- $26,348,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | NONE | $90,245 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $74,719 | not reported in the loaded dataset |