Alba Wheels Up International, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Alba Wheels Up International, 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, Alba Wheels Up International, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Alba Wheels Up International, LLC under EIN 13-5553334 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $9,967,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alba Wheels Up International, LLC
EIN
13-5553334
Plan number
002
Plan type
2
Location
Valley Stream, NY
Latest filing year
2023
Participants
216
End-of-year plan assets
$9,967,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20241015132040NAL0049587360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,967,495
Total liabilities (EOY)
$0
Net assets (EOY)
$9,967,495
Net assets (BOY)
$6,621,699

Income & contributions

Employer contributions
$366,329
Participant contributions
$804,946
Total contributions
$3,485,351
Total income / additions
$4,636,931

Expenses & distributions

Benefits paid
$1,227,967
Administrative expenses
$63,168
Total expenses
$1,291,135
Net increase / (decrease)
$3,345,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock New YorkRECORDKEEPER$2,221not reported in the loaded dataset2023

Related Form 5500 pages