2023 Form 5500 filing — Alico, 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 20250714151453NAL0000783747001) for Alico, Inc. 401(K) Profit Sharing Plan, reported by Alico, Inc. under EIN 59-0906081 and plan number 001. It reports 267 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)$17.9MReported net assets$17,877,550

Participants267

Provider compensation$63.4K3 Schedule C row(s)$63,444

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250714151453NAL0000783747001
Plan sponsor: Alico, Inc.
EIN: 59-0906081
Plan number: 001
Location: Fort Myers, 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)$17.9M total assets

Net assets$17.9MLiabilities$0

Money in vs. money out

Total income / additions$4.3M

Total expenses$1.9M

Benefits paid / distributions$1.8M

Contributions

Employer$370K

Participant$726.9K

Full reported line items

Total assets (EOY): $17,877,550
Total liabilities (EOY): $0
Net assets (EOY): $17,877,550
Employer contributions: $370,027
Participant contributions: $726,890
Total income / additions: $4,291,241
Benefits paid: $1,790,897
Administrative expenses: $63,444
Total expenses: $1,930,267
Net increase / (decrease): $2,360,974

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$38.2K
RECORD KEEPER · Direct $38.2K · Indirect $0
2
Merrill Lynch Pierce Fenner & Smith$23.2K
INVESTMENT ADVISOR · Direct $23.2K
3
Empower Advisory Group, LLC$2K
INVESTMENT MGMT · Direct $2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714151453NAL0000783747001 cover?: It is the 2023 Form 5500 filing for Alico, Inc. 401(K) Profit Sharing Plan, reported by Alico, Inc. (EIN 59-0906081).
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).