2023 Form 5500 filing — Alterman Group, Inc. Employee Stock Ownership 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 20250116131200NAL0023470817001) for Alterman Group, Inc. Employee Stock Ownership Plan, reported by Alterman Group, Inc. under EIN 74-2316654 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$100.7MReported net assets$100,704,100
Participants339
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250116131200NAL0023470817001
Plan sponsor
Alterman Group, Inc.
EIN
74-2316654
Plan number
001
Location
San Antonio, TX
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)$114.9M total assets
Net assets$100.7MLiabilities$14.1M
Money in vs. money out
Total income / additions$25.6M
Total expenses$7.2M
Benefits paid / distributions$6.8M
Contributions
Employer$5.9M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$114,854,027
Total liabilities (EOY)
$14,149,927
Net assets (EOY)
$100,704,100
Employer contributions
$5,853,844
Total income / additions
$25,649,041
Benefits paid
$6,810,397
Administrative expenses
$0
Total expenses
$7,195,228
Net increase / (decrease)
$18,453,813

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250116131200NAL0023470817001 cover?
It is the 2023 Form 5500 filing for Alterman Group, Inc. Employee Stock Ownership Plan, reported by Alterman Group, Inc. (EIN 74-2316654).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages