Alfmeier, Friedrichs & Rath, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Alfmeier, Friedrichs & Rath, LLC (EIN 27-2856135) is a plan sponsor located in Greenville, SC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2856135
Location
Greenville, SC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,318,394
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,318,394

Contributions & income

Employer contributions
$344,542
Participant contributions
$551,457
Total income / additions
$2,604,784

Expenses & distributions

Benefits paid / distributions
$1,123,295
Total expenses
$1,210,271
Net increase / (decrease)
$1,394,513

Coverage

Total reported participants
432
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Alfmeier, Friedrichs & Rath, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Gentherm Automotive, LLC 401k Plan001292$13,318,3942023
Alfmeier, Friedrichs & Rath, LLC Employee Welfare And Benefit Plan503140not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alfmeier, Friedrichs & Rath, LLC
YearPlanParticipantsSchedulesFiling
2023Alfmeier, Friedrichs & Rath, LLC Employee Welfare And Benefit Plan14020240916153317NAL0002323808001
2023Gentherm Automotive, LLC 401k Plan292H, C20241003090720NAL0005609123001

Related Form 5500 pages