Alacrity Solutions Group, LLC 401(K) Plan — Form 5500 plan (Alacrity Solutions 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, Alacrity Solutions Group, LLC 401(K) Plan is a benefit plan reported by Alacrity Solutions Group, LLC under EIN 36-3306934 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,183 participants and $31,549,709 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alacrity Solutions Group, LLC
EIN
36-3306934
Plan number
001
Plan type
2
Location
Fishers, IN
Latest filing year
2023
Participants
1,183
End-of-year plan assets
$31,549,709

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,183H, C20241212134320NAL0025789010001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,549,709
Total liabilities (EOY)
$0
Net assets (EOY)
$31,549,709
Net assets (BOY)
$20,407,291

Income & contributions

Employer contributions
$532,768
Participant contributions
$2,788,957
Total contributions
$3,539,261
Total income / additions
$7,318,556

Expenses & distributions

Benefits paid
$4,142,206
Administrative expenses
$85,453
Total expenses
$4,227,659
Net increase / (decrease)
$3,090,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lji Wealth Management, LLCADVISOR$43,795not reported in the loaded dataset2023
NationwideRECORDKEEPER$40,990$02023

Related Form 5500 pages