Alpha Associates, Inc. Employee Retirement Plan — Form 5500 plan (Alpha Associates, Inc.)

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, Alpha Associates, Inc. Employee Retirement Plan is a benefit plan reported by Alpha Associates, Inc. under EIN 22-1763475 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $14,921,418 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alpha Associates, Inc.
EIN
22-1763475
Plan number
001
Plan type
2
Location
Lakewood, NJ
Latest filing year
2023
Participants
115
End-of-year plan assets
$14,921,418

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241010074959NAL0011278307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,921,418
Total liabilities (EOY)
$0
Net assets (EOY)
$14,921,418
Net assets (BOY)
$12,168,971

Income & contributions

Employer contributions
$170,948
Participant contributions
$641,950
Total contributions
$1,208,729
Total income / additions
$3,097,042

Expenses & distributions

Benefits paid
$326,446
Administrative expenses
$1,113
Total expenses
$344,595
Net increase / (decrease)
$2,752,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Advisors LLCADVISOR$0$47,9202023
Fidelity Investments InstitutionalRECORDKEEPER$1,113$02023

Related Form 5500 pages