2023 Form 5500 filing — Alta Planning + Design, Inc. 401(K) Profit Sharing 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 20241015160102NAL0015030883001) for Alta Planning + Design, Inc. 401(K) Profit Sharing Plan, reported by Alta Planning + Design, Inc. under EIN 68-0465555 and plan number 001. It reports 283 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)$17.6MReported net assets$17,616,589
Participants283
Provider compensation$91.3K3 Schedule C row(s)$91,251
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015160102NAL0015030883001
- Plan sponsor
- Alta Planning + Design, Inc.
- EIN
- 68-0465555
- Plan number
- 001
- Location
- Portland, OR
- Received date
- not reported in the loaded dataset
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)$17.6M total assets
Net assets$17.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,616,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,616,589
- Employer contributions
- $666,357
- Participant contributions
- $1,401,971
- Total income / additions
- $4,947,486
- Benefits paid
- $1,300,985
- Administrative expenses
- $72,974
- Total expenses
- $1,373,959
- Net increase / (decrease)
- $3,573,527
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $46,938 | $0 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $29,864 | not reported in the loaded dataset |
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $14,449 | not reported in the loaded dataset |