2023 Form 5500 filing — Alter 401(K) 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 20241007142132NAL0026391440001) for Alter 401(K) Retirement Plan, reported by Goldstein Group, Inc. under EIN 48-1291659 and plan number 002. It reports 1,561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007142132NAL0026391440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goldstein Group, Inc.
- EIN
- 48-1291659
- Plan number
- 002
- Location
- Creve Coeur, MO
- Participants
- 1,561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,858,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,858,923
- Employer contributions
- $1,958,233
- Participant contributions
- $8,079,936
- Total income / additions
- $28,044,717
- Benefits paid
- $8,278,065
- Administrative expenses
- $222,276
- Total expenses
- $8,492,361
- Net increase / (decrease)
- $19,552,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,698 | $0 |
| Onedigital Investment Ad | INVESTMENT ADVISORY | $51,796 | not reported in the loaded dataset |
| Onedigital Investment Ad | INVESTMENT ADVISORY | $17,118 | not reported in the loaded dataset |
| Resources Investment | INVESTMENT ADVISORY | $16,664 | not reported in the loaded dataset |