Alpha Omega Integration, LLC 401(K) Retirement Trust — Form 5500 plan (Alpha Omega Integration, 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 Omega Integration, LLC 401(K) Retirement Trust is a benefit plan reported by Alpha Omega Integration, LLC under EIN 27-1860729 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $18,821,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alpha Omega Integration, LLC
- EIN
- 27-1860729
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $18,821,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20241015110129NAL0047481984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,821,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,821,354
- Net assets (BOY)
- $13,877,570
Income & contributions
- Employer contributions
- $1,277,434
- Participant contributions
- $3,559,223
- Total contributions
- $5,678,916
- Total income / additions
- $8,334,054
Expenses & distributions
- Benefits paid
- $3,286,046
- Administrative expenses
- $93,598
- Total expenses
- $3,390,270
- Net increase / (decrease)
- $4,943,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $43,448 | $0 | 2023 |
| The Capital Group Investment | INVESTMENT ADVISOR | $27,025 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services, Inc. | CONTRACT ADMIN | $13,708 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,050 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $6,141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alpha Omega Integration, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Capital Group Investment — Schedule C compensation
- Coastal Pension Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation