2023 Form 5500 filing — Alternate Perspectives, Inc. 401(K) Plan & Trust
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 20240731053746NAL0046076194001) for Alternate Perspectives, Inc. 401(K) Plan & Trust, reported by Alternate Perspectives, Inc. under EIN 20-1498294 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.3MReported net assets$2,343,948
Participants168
Provider compensation$7.6K1 Schedule C row(s)$7,600
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731053746NAL0046076194001
- Plan sponsor
- Alternate Perspectives, Inc.
- EIN
- 20-1498294
- Plan number
- 001
- Location
- Leesburg, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,343,948
- Net assets (EOY)
- $2,343,948
- Employer contributions
- $348,577
- Participant contributions
- $126,323
- Total income / additions
- $821,695
- Benefits paid
- $693,100
- Administrative expenses
- $7,600
- Total expenses
- $700,700
- Net increase / (decrease)
- $120,995
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Red Oak Retirement | CONTRACT ADMINISTRATION | $7,600 | $0 |