2023 Form 5500 filing — Alfasigma Usa, 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 20241015184820NAL0030670481001) for Alfasigma Usa, Inc. 401(K) Plan, reported by Alfasigma Usa, Inc. under EIN 46-2124512 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184820NAL0030670481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfasigma Usa, Inc.
- EIN
- 46-2124512
- Plan number
- 001
- Location
- Covington, LA
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,577,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,577,004
- Employer contributions
- $755,573
- Participant contributions
- $1,591,245
- Total income / additions
- $7,566,383
- Benefits paid
- $5,936,182
- Administrative expenses
- $133,372
- Total expenses
- $6,069,554
- Net increase / (decrease)
- $1,496,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $89,354 | $0 |
| Ameritas Investment Corp. | BROKER | $0 | $49,393 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $14,828 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $9,700 | $90 |
| Forest Capital Management LLC | INVESTMENT ADVISORY | $3,555 | not reported in the loaded dataset |