Altrust Financial Services, Inc. Employee Stock Ownership Plan — Form 5500 plan (Altrust Financial Services, 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, Altrust Financial Services, Inc. Employee Stock Ownership Plan is a benefit plan reported by Altrust Financial Services, Inc. under EIN 63-0923450 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $33,561,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altrust Financial Services, Inc.
- EIN
- 63-0923450
- Plan number
- 001
- Plan type
- 2
- Location
- Cullman, AL
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $33,561,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H | 20241014212259NAL0028311041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,561,535
- Total liabilities (EOY)
- $467
- Net assets (EOY)
- $33,561,068
- Net assets (BOY)
- $29,759,981
Income & contributions
- Employer contributions
- $560,239
- Participant contributions
- $0
- Total contributions
- $560,239
- Total income / additions
- $5,673,933
Expenses & distributions
- Benefits paid
- $1,872,846
- Administrative expenses
- $0
- Total expenses
- $1,872,846
- Net increase / (decrease)
- $3,801,087
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.