Alcal Industries, Inc. 401(K) Savings Plan And Trust — Form 5500 plan (Alcal Industries, 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, Alcal Industries, Inc. 401(K) Savings Plan And Trust is a benefit plan reported by Alcal Industries, Inc. under EIN 45-0493297 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $24,371,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alcal Industries, Inc.
- EIN
- 45-0493297
- Plan number
- 001
- Plan type
- 2
- Location
- Hayward, CA
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $24,371,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20250221180139NAL0006170369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,371,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,371,419
- Net assets (BOY)
- $20,014,164
Income & contributions
- Employer contributions
- $512,332
- Participant contributions
- $1,837,585
- Total contributions
- $2,411,801
- Total income / additions
- $5,464,607
Expenses & distributions
- Benefits paid
- $956,604
- Administrative expenses
- $92,154
- Total expenses
- $1,107,352
- Net increase / (decrease)
- $4,357,255
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $31,449 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,555 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,180 | not reported in the loaded dataset | 2023 |
| Securian Financial Services Inc | OTHER | $16,970 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alcal Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hayward, CA
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Securian Financial Services Inc — Schedule C compensation