Alco Management, Inc. 401(K) Plan — Form 5500 plan (Alco Management, 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, Alco Management, Inc. 401(K) Plan is a benefit plan reported by Alco Management, Inc. under EIN 62-0951782 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $12,524,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alco Management, Inc.
- EIN
- 62-0951782
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $12,524,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240917101253NAL0004896176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,524,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,524,565
- Net assets (BOY)
- $10,465,846
Income & contributions
- Employer contributions
- $408,949
- Participant contributions
- $913,507
- Total contributions
- $1,322,456
- Total income / additions
- $3,081,671
Expenses & distributions
- Benefits paid
- $984,989
- Administrative expenses
- $37,708
- Total expenses
- $1,022,952
- Net increase / (decrease)
- $2,058,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | CONSULTANT | $16,545 | not reported in the loaded dataset | 2023 |
| Reynolds Bone & Griesbeck Plc | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,163 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alco Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Commonwealth Financial Network — Schedule C compensation
- Reynolds Bone & Griesbeck Plc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation