Security Retirement Plan — Form 5500 plan (A.L.M. Holding Company)

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, Security Retirement Plan is a benefit plan reported by A.L.M. Holding Company under EIN 20-0520252 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,101 participants and $294,897,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.L.M. Holding Company
EIN
20-0520252
Plan number
001
Plan type
2
Location
Onalaska, WI
Latest filing year
2023
Participants
1,101
End-of-year plan assets
$294,897,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,101H, C20241007091321NAL0014970993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$294,897,032
Total liabilities (EOY)
$106,466
Net assets (EOY)
$294,790,566
Net assets (BOY)
$251,854,854

Income & contributions

Employer contributions
$11,796,273
Participant contributions
$7,458,326
Total contributions
$19,825,963
Total income / additions
$65,017,194

Expenses & distributions

Benefits paid
$22,261,650
Administrative expenses
$41,154
Total expenses
$22,366,461
Net increase / (decrease)
$42,650,733

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,466$02023
Strategic Advisors, Inc.ADVISOR$11,802not reported in the loaded dataset2023

Related Form 5500 pages