2023 Form 5500 filing — Alpha Q, 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 20250731101742NAL0002499923001) for Alpha Q, Inc. 401(K) Plan, reported by Alpha Q, Inc. under EIN 06-1413276 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250731101742NAL0002499923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpha Q, Inc.
- EIN
- 06-1413276
- Plan number
- 001
- Location
- Colchester, CT
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,984,567
- Net assets (EOY)
- $15,984,567
- Employer contributions
- $167,315
- Participant contributions
- $775,173
- Total income / additions
- $4,119,731
- Benefits paid
- $1,554,370
- Administrative expenses
- $16,569
- Total expenses
- $1,570,939
- Net increase / (decrease)
- $2,548,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | SERVICE PROVIDER | not reported in the loaded dataset | $41,470 |
| Jim Hallinan Pension Consulting | SERVICE PROVIDER | $9,075 | not reported in the loaded dataset |
| Jim Hallinan Pension Consulting | THIRD PARTY ADMINISTRATO | $0 | $5,491 |
| Cliftonlarsonallen, LLC | SERVICE PROVIDER | $5,269 | not reported in the loaded dataset |
| The Retirement Plan Company LLC | SERVICE PROVIDER | not reported in the loaded dataset | $1,972 |