Sloy Dahl & Holst Balanced — Form 5500 plan (Alta Trust Company)
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, Sloy Dahl & Holst Balanced is a benefit plan reported by Alta Trust Company under EIN 47-5461985 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $134,789,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alta Trust Company
- EIN
- 47-5461985
- Plan number
- 001
- Plan type
- 4
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $134,789,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241009145220NAL0019473233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,789,805
- Total liabilities (EOY)
- $12,148
- Net assets (EOY)
- $134,777,657
- Net assets (BOY)
- $108,576,681
Income & contributions
- Total income / additions
- $32,868,193
Expenses & distributions
- Administrative expenses
- $83,911
- Total expenses
- $83,911
- Net increase / (decrease)
- $32,784,282
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.