Alm Global, LLC 401(K) Plan — Form 5500 plan (Alm Global, LLC)
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, Alm Global, LLC 401(K) Plan is a benefit plan reported by Alm Global, LLC under EIN 13-3273851 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,055 participants and $87,496,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alm Global, LLC
- EIN
- 13-3273851
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,055
- End-of-year plan assets
- $87,496,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,055 | H, C | 20241014105832NAL0014804051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,496,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,496,701
- Net assets (BOY)
- $75,642,151
Income & contributions
- Employer contributions
- $773,137
- Participant contributions
- $3,426,028
- Total contributions
- $4,724,446
- Total income / additions
- $19,011,048
Expenses & distributions
- Benefits paid
- $6,901,721
- Administrative expenses
- $235,898
- Total expenses
- $7,156,498
- Net increase / (decrease)
- $11,854,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $125,063 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $46,136 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | NONE | $43,391 | not reported in the loaded dataset | 2023 |
| Bdg-Cpas | NONE | $20,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alm Global, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Bdg-Cpas — Schedule C compensation