Alpha Q, Inc. 401(K) Plan — Form 5500 plan (Alpha Q, Inc.)
Plain-English plan 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, Alpha Q, Inc. 401(K) Plan is a benefit plan reported by Alpha Q, Inc. under EIN 06-1413276 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $15,984,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alpha Q, Inc.
- EIN
- 06-1413276
- Plan number
- 001
- Plan type
- 2
- Location
- Colchester, CT
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $15,984,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20250731101742NAL0002499923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,984,567
- Net assets (EOY)
- $15,984,567
- Net assets (BOY)
- $13,435,775
Income & contributions
- Employer contributions
- $167,315
- Participant contributions
- $775,173
- Total contributions
- $1,048,922
- Total income / additions
- $4,119,731
Expenses & distributions
- Benefits paid
- $1,554,370
- Administrative expenses
- $16,569
- Total expenses
- $1,570,939
- Net increase / (decrease)
- $2,548,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | SERVICE PROVIDER | not reported in the loaded dataset | $41,470 | 2023 |
| Jim Hallinan Pension Consulting | SERVICE PROVIDER | $9,075 | not reported in the loaded dataset | 2023 |
| Jim Hallinan Pension Consulting | THIRD PARTY ADMINISTRATO | $0 | $5,491 | 2023 |
| Cliftonlarsonallen, LLC | SERVICE PROVIDER | $5,269 | not reported in the loaded dataset | 2023 |
| The Retirement Plan Company LLC | SERVICE PROVIDER | not reported in the loaded dataset | $1,972 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alpha Q, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Colchester, CT
- Wells Fargo Advisors — Schedule C compensation
- Jim Hallinan Pension Consulting — Schedule C compensation
- Cliftonlarsonallen, LLC — Schedule C compensation
- The Retirement Plan Company LLC — Schedule C compensation