Alta Partners Profit Sharing Trust — Form 5500 plan (Alta Partners Management Corp.)
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 Partners Profit Sharing Trust is a benefit plan reported by Alta Partners Management Corp. under EIN 94-3238854 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $5,563,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alta Partners Management Corp.
- EIN
- 94-3238854
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, WY
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $5,563,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240828084831NAL0025730194001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,563,334
- Net assets (EOY)
- $5,563,334
- Net assets (BOY)
- $6,846,362
Income & contributions
- Employer contributions
- $316,263
- Total income / additions
- $247,194
Expenses & distributions
- Benefits paid
- $1,514,369
- Administrative expenses
- $15,853
- Total expenses
- $1,530,222
- Net increase / (decrease)
- -$1,283,028
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.