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, Alturas, LLC Retirement Trust is a benefit plan reported by Alturas, LLC under EIN 26-1185288 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $6,645,031 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,645,031
- Total liabilities (EOY)
- $1,970
- Net assets (EOY)
- $6,643,061
- Net assets (BOY)
- $4,959,224
Income & contributions
- Employer contributions
- $360,826
- Participant contributions
- $608,242
- Total contributions
- $969,068
- Total income / additions
- $1,950,523
Expenses & distributions
- Benefits paid
- $263,591
- Administrative expenses
- $3,095
- Total expenses
- $266,686
- Net increase / (decrease)
- $1,683,837