2023 Form 5500 filing — Also 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 20241024051544NAL0000613009001) for Also 401(K) Plan, reported by Advocates For Life Skills And Op under EIN 93-1234625 and plan number 003. It reports 456 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)$4.2MReported net assets$4,185,428
Participants456
Provider compensation$65.8K2 Schedule C row(s)$65,778
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241024051544NAL0000613009001
Plan sponsor
Advocates For Life Skills And Op
EIN
93-1234625
Plan number
003
Location
Portland, OR
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$784.7K
Benefits paid / distributions$718.9K
Contributions
Employer$409.7K
Participant$613.7K
Full reported line items
Total assets (EOY)
$4,185,428
Total liabilities (EOY)
$0
Net assets (EOY)
$4,185,428
Employer contributions
$409,708
Participant contributions
$613,688
Total income / additions
$1,630,474
Benefits paid
$718,924
Administrative expenses
$65,779
Total expenses
$784,704
Net increase / (decrease)
$845,770
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$51.1K
    RECORD KEEPER · Direct $51.1K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $14.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241024051544NAL0000613009001 cover?
It is the 2023 Form 5500 filing for Also 401(K) Plan, reported by Advocates For Life Skills And Op (EIN 93-1234625).
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