Altorfer Inc. Employees Savings Plan — Form 5500 plan (Altorfer 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, Altorfer Inc. Employees Savings Plan is a benefit plan reported by Altorfer Inc. under EIN 42-0788540 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $25,359,405 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.4MPlan net assets, end of year$25,359,405
Participants231Covered participants reported
Assets / participant$109.8KComputed: assets ÷ participants$109,781 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Altorfer Inc.
- EIN
- 42-0788540
- Plan number
- 002
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240914095154NAL0005686179001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$25.4M total assets
Net assets$25.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,359,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,359,405
- Net assets (BOY)
- $22,333,925
Income & contributions
- Employer contributions
- $503,426
- Participant contributions
- $1,489,922
- Total contributions
- $1,993,348
- Total income / additions
- $6,734,053
Expenses & distributions
- Benefits paid
- $3,041,391
- Administrative expenses
- $30,369
- Total expenses
- $3,071,760
- Net increase / (decrease)
- $3,662,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $12,048 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$21,096 | $0 | 2023 |