2023 Form 5500 filing — The Alpha Corporation Of Tennessee Retirement Savings 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 20240923140319NAL0011437441002) for The Alpha Corporation Of Tennessee Retirement Savings Plan, reported by The Alpha Corporation Of Tennessee under EIN 62-1173820 and plan number 004. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923140319NAL0011437441002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Alpha Corporation Of Tennessee
- EIN
- 62-1173820
- Plan number
- 004
- Location
- Collierville, TN
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,439,971
- Net assets (EOY)
- $103,439,971
- Employer contributions
- $2,453,357
- Participant contributions
- $4,838,630
- Total income / additions
- $22,056,960
- Benefits paid
- $11,545,979
- Administrative expenses
- $12,046
- Total expenses
- $11,590,834
- Net increase / (decrease)
- $10,466,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $11,971 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |