Alpha Consulting LLC 401k Profit Sharing Plan & Trust — Form 5500 plan (Alpha Consulting 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, Alpha Consulting LLC 401k Profit Sharing Plan & Trust is a benefit plan reported by Alpha Consulting LLC under EIN 22-3312656 and plan number 001. The latest loaded filing year is 2023. The filing reports 814 participants and $15,610,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alpha Consulting LLC
- EIN
- 22-3312656
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 814
- End-of-year plan assets
- $15,610,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 814 | H, C | 20240905075034NAL0043159090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,610,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,610,781
- Net assets (BOY)
- $14,107,811
Income & contributions
- Participant contributions
- $2,465,384
- Total contributions
- $2,618,129
- Total income / additions
- $4,934,692
Expenses & distributions
- Benefits paid
- $3,290,856
- Administrative expenses
- $93,956
- Total expenses
- $3,431,722
- Net increase / (decrease)
- $1,502,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $51,246 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $29,709 | $0 | 2023 |
| Withum | ACCOUNTANT | $13,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alpha Consulting LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Resources Investment Advisors, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Withum — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation