The Alcott Group 401(K) Plan — Form 5500 plan (Alcott Hr Group, 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, The Alcott Group 401(K) Plan is a benefit plan reported by Alcott Hr Group, LLC under EIN 26-1638437 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,962 participants and $196,959,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alcott Hr Group, LLC
- EIN
- 26-1638437
- Plan number
- 001
- Plan type
- 3
- Location
- Farmingdale, NY
- Latest filing year
- 2023
- Participants
- 3,962
- End-of-year plan assets
- $196,959,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,962 | H, C | 20241014143838NAL0015121971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $196,959,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,959,352
- Net assets (BOY)
- $160,846,602
Income & contributions
- Employer contributions
- $5,555,380
- Participant contributions
- $14,381,426
- Total contributions
- $21,762,524
- Total income / additions
- $49,691,434
Expenses & distributions
- Benefits paid
- $15,234,002
- Administrative expenses
- $782,272
- Total expenses
- $16,016,274
- Net increase / (decrease)
- $33,675,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA/RECORDKEEPER | $625,235 | not reported in the loaded dataset | 2023 |
| Alcott Hr Group LLC | PLAN ADMINISTRATOR | $106,037 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alcott Hr Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Farmingdale, NY
- Slavic Integrated Administration — Schedule C compensation
- Alcott Hr Group LLC — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation