Alta Planning + Design, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Alta Planning + Design, 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, Alta Planning + Design, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Alta Planning + Design, Inc. under EIN 68-0465555 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $17,616,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alta Planning + Design, Inc.
- EIN
- 68-0465555
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $17,616,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241015160102NAL0015030883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,616,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,616,589
- Net assets (BOY)
- $14,043,062
Income & contributions
- Employer contributions
- $666,357
- Participant contributions
- $1,401,971
- Total contributions
- $2,294,598
- Total income / additions
- $4,947,486
Expenses & distributions
- Benefits paid
- $1,300,985
- Administrative expenses
- $72,974
- Total expenses
- $1,373,959
- Net increase / (decrease)
- $3,573,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $46,938 | $0 | 2023 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $29,864 | not reported in the loaded dataset | 2023 |
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $14,449 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alta Planning + Design, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Empower Annuity Ins Co Of America — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Aldrich Wealth Limited Partnership — Schedule C compensation