Plan5500

Alternatives, Inc. 401(K) Plan — Form 5500 plan (Alternatives, 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, Alternatives, Inc. 401(K) Plan is a benefit plan reported by Alternatives, Inc. under EIN 81-0382745 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $4,835,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alternatives, Inc.
EIN
81-0382745
Plan number
001
Plan type
2
Location
Billings, MT
Latest filing year
2023
Participants
152
End-of-year plan assets
$4,835,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20250415154507NAL0003499873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,835,852
Total liabilities (EOY)
$0
Net assets (EOY)
$4,835,852
Net assets (BOY)
$4,363,546

Income & contributions

Employer contributions
$222,907
Participant contributions
$225,260
Total contributions
$450,032
Total income / additions
$1,026,257

Expenses & distributions

Benefits paid
$527,206
Administrative expenses
$26,745
Total expenses
$553,951
Net increase / (decrease)
$472,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Interstate Wealth ManagementINVESTMENT ADVISORY$18,443not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$8,302$02023

Related Form 5500 pages