Plan5500

Alter 401(K) Retirement Plan — Form 5500 plan (Goldstein Group, 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, Alter 401(K) Retirement Plan is a benefit plan reported by Goldstein Group, Inc. under EIN 48-1291659 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,561 participants and $114,858,923 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goldstein Group, Inc.
EIN
48-1291659
Plan number
002
Plan type
2
Location
Creve Coeur, MO
Latest filing year
2023
Participants
1,561
End-of-year plan assets
$114,858,923

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,561H, C20241007142132NAL0026391440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,858,923
Total liabilities (EOY)
$0
Net assets (EOY)
$114,858,923
Net assets (BOY)
$95,306,567

Income & contributions

Employer contributions
$1,958,233
Participant contributions
$8,079,936
Total contributions
$10,778,678
Total income / additions
$28,044,717

Expenses & distributions

Benefits paid
$8,278,065
Administrative expenses
$222,276
Total expenses
$8,492,361
Net increase / (decrease)
$19,552,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$136,698$02023
Onedigital Investment AdINVESTMENT ADVISORY$51,796not reported in the loaded dataset2023
Onedigital Investment AdINVESTMENT ADVISORY$17,118not reported in the loaded dataset2023
Resources InvestmentINVESTMENT ADVISORY$16,664not reported in the loaded dataset2023

Related Form 5500 pages