Retirement Plan For Hourly Rated Employees Of Alma Products I, Inc. — Form 5500 plan (Alma Products I, 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, Retirement Plan For Hourly Rated Employees Of Alma Products I, Inc. is a benefit plan reported by Alma Products I, Inc. under EIN 36-4277468 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $14,089,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alma Products I, Inc.
- EIN
- 36-4277468
- Plan number
- 001
- Plan type
- 2
- Location
- Alma, MI
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $14,089,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20250915140346NAL0000736707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,089,311
- Total liabilities (EOY)
- $7,125
- Net assets (EOY)
- $14,082,186
- Net assets (BOY)
- $13,372,603
Income & contributions
- Employer contributions
- $69,376
- Total contributions
- $69,376
- Total income / additions
- $2,698,611
Expenses & distributions
- Benefits paid
- $1,269,133
- Administrative expenses
- $719,895
- Total expenses
- $1,989,028
- Net increase / (decrease)
- $709,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Interactive Brokers LLC | INVESTMENT CONSULTANT | $201,076 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE. | $141,385 | not reported in the loaded dataset | 2023 |
| Algorithmic Capital Partners, LLC | INVESTMENT CONSULTANT | $66,251 | not reported in the loaded dataset | 2023 |
| Trade Station | INVESTMENT ADVISOR | $20,027 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | AUDITOR | $18,870 | not reported in the loaded dataset | 2023 |
| Jackson Hole Trust Company | TRUSTEE | $13,888 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | TRUSTEE | $7,985 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alma Products I, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Alma, MI
- Interactive Brokers LLC — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Algorithmic Capital Partners, LLC — Schedule C compensation
- Trade Station — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Jackson Hole Trust Company — Schedule C compensation
- Benefit Trust Company — Schedule C compensation