Consolidated 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, Consolidated Retirement Plan is a benefit plan reported by A.L.M. Holding Company under EIN 20-0520252 and plan number 002. The latest loaded filing year is 2023. The filing reports 778 participants and $55,109,516 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
- 002
- Plan type
- 2
- Location
- Onalaska, WI
- Latest filing year
- 2023
- Participants
- 778
- End-of-year plan assets
- $55,109,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 778 | H, C | 20241004103144NAL0012098129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,109,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,109,516
- Net assets (BOY)
- $45,670,458
Income & contributions
- Employer contributions
- $3,205,466
- Participant contributions
- $3,458,057
- Total contributions
- $6,770,542
- Total income / additions
- $14,930,258
Expenses & distributions
- Benefits paid
- $5,149,827
- Administrative expenses
- $56,618
- Total expenses
- $5,206,445
- Net increase / (decrease)
- $9,723,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $53,043 | $0 | 2023 |