2023 Form 5500 filing — Alonti 401(K) 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 20240925213038NAL0005721923001) for Alonti 401(K) Plan, reported by Pepi Corporation under EIN 74-2070055 and plan number 002. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925213038NAL0005721923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepi Corporation
- EIN
- 74-2070055
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,986,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,986,633
- Employer contributions
- $259,006
- Participant contributions
- $388,580
- Total income / additions
- $1,117,176
- Benefits paid
- $445,217
- Administrative expenses
- $43,224
- Total expenses
- $488,441
- Net increase / (decrease)
- $628,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Weinstein Spira & Company, P.C. | AUDITOR | $16,500 | not reported in the loaded dataset |
| Legacy Asset Management Inc | INVESTMENT ADVISOR | $8,066 | not reported in the loaded dataset |
| Loren D. Stark Company | CONTRACT ADMIN | $6,469 | $1,295 |
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $1,238 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $152 | not reported in the loaded dataset |