2023 Form 5500 filing — Align Financial Holdings

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 20251113122751NAL0002497024001) for Align Financial Holdings, reported by Align Financial Holdings under EIN 83-1262605 and plan number 002. It reports 304 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)$0Reported net assets

Participants304

Provider compensation$61.4K1 Schedule C row(s)$61,374

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20251113122751NAL0002497024001
Plan sponsor: Align Financial Holdings
EIN: 83-1262605
Plan number: 002
Location: San Diego, CA
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.

Money in vs. money out

Total income / additions$407.5K

Total expenses$59.9K

Benefits paid / distributions$59.7K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Total income / additions: $407,517
Benefits paid: $59,680
Administrative expenses: $240
Total expenses: $59,920
Net increase / (decrease): $347,597

Schedule C

Reported service provider compensation

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

1
Pentegra Services, Inc.$61.4K
RECORDKEEPER · Direct $61.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251113122751NAL0002497024001 cover?: It is the 2023 Form 5500 filing for Align Financial Holdings, reported by Align Financial Holdings (EIN 83-1262605).
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).