Alinabal Retirement 401(K) Savings Plan — Form 5500 plan (Alinabal Holdings Corporation)
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 Retirement 401(K) Savings Plan is a benefit plan reported by Alinabal Holdings Corporation under EIN 13-3009406 and plan number 003. The latest loaded filing year is 2023. The filing reports 216 participants and $20,997,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alinabal Holdings Corporation
- EIN
- 13-3009406
- Plan number
- 003
- Plan type
- 2
- Location
- Milford, CT
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $20,997,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20250408132813NAL0018063329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,997,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,997,852
- Net assets (BOY)
- $19,009,587
Income & contributions
- Employer contributions
- $525,716
- Participant contributions
- $754,406
- Total contributions
- $1,280,122
- Total income / additions
- $3,768,620
Expenses & distributions
- Benefits paid
- $1,714,981
- Administrative expenses
- $65,374
- Total expenses
- $1,780,355
- Net increase / (decrease)
- $1,988,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $64,954 | $0 | 2023 |