2023 Form 5500 filing — Altman Companies 401k 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 20241015155947NAL0016821235001) for Altman Companies 401k Plan, reported by The Altman Companies, LLC under EIN 83-2372693 and plan number 001. It reports 273 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)$10.7MReported net assets$10,690,481
Participants273
Provider compensation$62.1K2 Schedule C row(s)$62,058
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155947NAL0016821235001
Plan sponsor
The Altman Companies, LLC
EIN
83-2372693
Plan number
001
Location
Boca Raton, FL
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$138.9K
Participant$1M
Full reported line items
Total assets (EOY)
$10,690,481
Total liabilities (EOY)
$0
Net assets (EOY)
$10,690,481
Employer contributions
$138,936
Participant contributions
$1,002,488
Total income / additions
$2,892,767
Benefits paid
$2,250,344
Administrative expenses
$62,058
Total expenses
$2,314,177
Net increase / (decrease)
$578,590
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $35.7K · Indirect $0
  2. 2
    ADVISOR · Direct $26.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155947NAL0016821235001 cover?
It is the 2023 Form 5500 filing for Altman Companies 401k Plan, reported by The Altman Companies, LLC (EIN 83-2372693).
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