Alogent 401(K) Plan — Form 5500 plan (Alogent Holdings, 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, Alogent 401(K) Plan is a benefit plan reported by Alogent Holdings, Inc. under EIN 36-4869272 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $22,368,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alogent Holdings, Inc.
- EIN
- 36-4869272
- Plan number
- 001
- Plan type
- 2
- Location
- Peachtree Corners, GA
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $22,368,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241011121604NAL0021826673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,368,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,368,417
- Net assets (BOY)
- $19,082,982
Income & contributions
- Employer contributions
- $824,852
- Participant contributions
- $1,993,487
- Total contributions
- $3,278,090
- Total income / additions
- $6,783,161
Expenses & distributions
- Benefits paid
- $3,441,520
- Administrative expenses
- $56,206
- Total expenses
- $3,497,726
- Net increase / (decrease)
- $3,285,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $21,008 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Met West Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alogent Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Peachtree Corners, GA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Met West Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Legg Mason — Schedule C compensation
- Fidelity — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation