Alinabal, Inc. Retirement Plan — Form 5500 plan (Alinabal, 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, Alinabal, Inc. Retirement Plan is a benefit plan reported by Alinabal, Inc. under EIN 13-3009406 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $18,318,959 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alinabal, Inc.
EIN
13-3009406
Plan number
001
Plan type
2
Location
Milford, CT
Latest filing year
2023
Participants
368
End-of-year plan assets
$18,318,959

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20241007114905NAL0026054960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,318,959
Total liabilities (EOY)
$0
Net assets (EOY)
$18,318,959
Net assets (BOY)
$17,839,974

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,998,741

Expenses & distributions

Benefits paid
$1,406,484
Administrative expenses
$113,272
Total expenses
$1,519,756
Net increase / (decrease)
$478,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Trust CompanyTRUSTEE$67,422not reported in the loaded dataset2023
Usi Consulting GroupACTUARY$45,850not reported in the loaded dataset2023
Principal Trust CompanySERVICE PROVIDER$0$02023

Related Form 5500 pages