Plan5500

Alixpartners, Llp Cash Balance Plan — Form 5500 plan (Alixpartners, Llp)

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, Alixpartners, Llp Cash Balance Plan is a benefit plan reported by Alixpartners, Llp under EIN 38-3637158 and plan number 004. The latest loaded filing year is 2023. The filing reports 196 participants and $65,272,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alixpartners, Llp
EIN
38-3637158
Plan number
004
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
196
End-of-year plan assets
$65,272,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241007170916NAL0028034288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,272,808
Total liabilities (EOY)
$0
Net assets (EOY)
$65,272,808
Net assets (BOY)
$53,071,701

Income & contributions

Employer contributions
$12,843,369
Total contributions
$12,843,369
Total income / additions
$19,201,966

Expenses & distributions

Benefits paid
$6,869,634
Administrative expenses
$131,225
Total expenses
$7,000,859
Net increase / (decrease)
$12,201,107

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VanguardNONE$95,137not reported in the loaded dataset2023
Plante & Moran PllcNONE$19,000not reported in the loaded dataset2023

Related Form 5500 pages