Alscott, Inc 401(K) Retirement Plan — Form 5500 plan (Alscott 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, Alscott, Inc 401(K) Retirement Plan is a benefit plan reported by Alscott Inc under EIN 82-0326454 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $14,501,471 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.5MPlan net assets, end of year$14,501,471
Participants251Covered participants reported
Assets / participant$57.8KComputed: assets ÷ participants$57,775 (computed)
Provider compensation$1.4K2 Schedule C provider row(s)$1,430
Plan sponsor
Alscott Inc
EIN
82-0326454
Plan number
001
Plan type
2
Location
Boise, ID
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20240724111522NAL0012535633001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.5M total assets
Net assets$14.5MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$627.5K
Benefits paid / distributions$626.1K
Contributions
Employer$377.3K
Participant$818.8K
Full reported line items

Net assets

Total assets (EOY)
$14,501,471
Total liabilities (EOY)
$0
Net assets (EOY)
$14,501,471
Net assets (BOY)
$11,822,482

Income & contributions

Employer contributions
$377,307
Participant contributions
$818,815
Total contributions
$1,196,122
Total income / additions
$3,306,516

Expenses & distributions

Benefits paid
$626,097
Administrative expenses
$1,430
Total expenses
$627,527
Net increase / (decrease)
$2,678,989
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps, IncNONE$1,430$02023
FidelityNONE$0$02023

Related Form 5500 pages