Resources Diversified Fixed Income — Form 5500 plan (Alta Trust Company)
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, Resources Diversified Fixed Income is a benefit plan reported by Alta Trust Company under EIN 83-2064950 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $193,063,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alta Trust Company
- EIN
- 83-2064950
- Plan number
- 001
- Plan type
- 4
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $193,063,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241009134535NAL0019365777006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,063,000
- Total liabilities (EOY)
- $83,382
- Net assets (EOY)
- $192,979,618
- Net assets (BOY)
- $227,394,134
Income & contributions
- Total income / additions
- $11,602,348
Expenses & distributions
- Administrative expenses
- $176,784
- Total expenses
- $176,784
- Net increase / (decrease)
- $11,425,564
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.