2023 Form 5500 filing — The Alamo Group (Usa) Inc. 401(K) Retirement And 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 20240927113745NAL0004134418001) for The Alamo Group (Usa) Inc. 401(K) Retirement And Savings Plan, reported by Alamo Group Inc. under EIN 74-2149829 and plan number 001. It reports 3,199 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)$217.9MReported net assets$217,914,929
Participants3.2K3,199
Provider compensation$315.9K4 Schedule C row(s)$315,857
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927113745NAL0004134418001
Plan sponsor
Alamo Group Inc.
EIN
74-2149829
Plan number
001
Location
Seguin, TX
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)$217.9M total assets
Net assets$217.9MLiabilities$0
Money in vs. money out
Total income / additions$51.4M
Total expenses$16M
Benefits paid / distributions$15.7M
Contributions
Employer$4.2M
Participant$13.4M
Full reported line items
Total assets (EOY)
$217,914,929
Total liabilities (EOY)
$0
Net assets (EOY)
$217,914,929
Employer contributions
$4,248,397
Participant contributions
$13,399,094
Total income / additions
$51,395,070
Benefits paid
$15,682,025
Administrative expenses
$315,857
Total expenses
$16,014,352
Net increase / (decrease)
$35,380,718
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $182.5K · Indirect $0
  2. 2
    ADVISOR · Direct $66.5K
  3. 3
    ADVISOR · Direct $54.3K
  4. 4
    INVESTMENT ADVISOR · Direct $12.5K

Related Form 5500 pages