Altagheny,Inc. 401k Profit Sharing Plan — Form 5500 plan (Altagheny,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, Altagheny,Inc. 401k Profit Sharing Plan is a benefit plan reported by Altagheny,Inc. under EIN 25-1763419 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altagheny,Inc.
EIN
25-1763419
Plan number
001
Plan type
2
Location
Ebensburg, PA
Latest filing year
2023
Participants
127
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241009151240NAL0038254306001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$2,616,676

Income & contributions

Employer contributions
$7,500
Total contributions
$7,500
Total income / additions
$258,000

Expenses & distributions

Benefits paid
$2,806,925
Administrative expenses
$26,490
Total expenses
$2,874,676
Net increase / (decrease)
-$2,616,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor NetworkRIA$5,374not reported in the loaded dataset2023
Cetera Investment AdvisersRIA$438not reported in the loaded dataset2023
John HancockRECORDKEEPER$84$02023

Related Form 5500 pages