Alpha Industries Management, Inc. 401(K) Plan — Form 5500 plan (Alpha Industries Management, 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 Industries Management, Inc. 401(K) Plan is a benefit plan reported by Alpha Industries Management, Inc. under EIN 22-3165358 and plan number 001. The latest loaded filing year is 2023. The filing reports 941 participants and $46,643,493 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.6MPlan net assets, end of year$46,643,493
Participants941Covered participants reported
Assets / participant$49.6KComputed: assets ÷ participants$49,568 (computed)
Provider compensation$189.2K2 Schedule C provider row(s)$189,197
Plan sponsor
Alpha Industries Management, Inc.
EIN
22-3165358
Plan number
001
Plan type
2
Location
Pampano Beach, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023941H, C20241009114452NAL0019109649001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$46.6M total assets
Net assets$46.6MLiabilities$0
Money in vs. money out
Total income / additions$9.9M
Total expenses$5.1M
Benefits paid / distributions$4.9M
Contributions
Employer$1.2M
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$46,643,493
Total liabilities (EOY)
$0
Net assets (EOY)
$46,643,493
Net assets (BOY)
$41,841,257

Income & contributions

Employer contributions
$1,193,027
Participant contributions
$2,287,939
Total contributions
$3,544,860
Total income / additions
$9,857,066

Expenses & distributions

Benefits paid
$4,863,507
Administrative expenses
$189,164
Total expenses
$5,054,830
Net increase / (decrease)
$4,802,236
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$104,988$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$84,176$332023

Related Form 5500 pages