2023 Form 5500 filing — Alderman'S Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725101909NAL0014281793001) for Alderman'S Retirement Plan, reported by Alderman Holding Corporation under EIN 26-3940799 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725101909NAL0014281793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alderman Holding Corporation
- EIN
- 26-3940799
- Plan number
- 001
- Location
- Rutland, VT
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,412,467
- Total liabilities (EOY)
- $8,870
- Net assets (EOY)
- $11,403,597
- Employer contributions
- $200,000
- Participant contributions
- $435,222
- Total income / additions
- $2,463,864
- Benefits paid
- $543,273
- Administrative expenses
- $20,311
- Total expenses
- $612,620
- Net increase / (decrease)
- $1,851,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plan Integrity Partners, LLC | NONE | $11,715 | $0 |
| Dannible & Mckee, Llp | NONE | $8,750 | not reported in the loaded dataset |