Alphastaff Retirement Savings Plan — Form 5500 plan (Alphastaff 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, Alphastaff Retirement Savings Plan is a benefit plan reported by Alphastaff Group, Inc. under EIN 65-0314170 and plan number 333. The latest loaded filing year is 2023. The filing reports 8,799 participants and $234,784,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alphastaff Group, Inc.
EIN
65-0314170
Plan number
333
Plan type
3
Location
Sunrise, FL
Latest filing year
2023
Participants
8,799
End-of-year plan assets
$234,784,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,799H, C20250114151700NAL0020201889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$234,784,585
Total liabilities (EOY)
$404
Net assets (EOY)
$234,784,181
Net assets (BOY)
$181,666,610

Income & contributions

Employer contributions
$12,242,933
Participant contributions
$30,513,811
Total contributions
$50,613,479
Total income / additions
$85,047,146

Expenses & distributions

Benefits paid
$21,892,076
Administrative expenses
$1,178,639
Total expenses
$23,367,801
Net increase / (decrease)
$61,679,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$882,574not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCNONE$113,153not reported in the loaded dataset2023
Alphastaff Group, Inc.NONE$99,949not reported in the loaded dataset2023
Charles Schwab BankNONE$40,124$02023
Dgperry, PllcNONE$15,000not reported in the loaded dataset2023
Fisher PhillipsNONE$13,530not reported in the loaded dataset2023
Independent Financial PartnersNONE$5,915not reported in the loaded dataset2023

Related Form 5500 pages