2023 Form 5500 filing — Alixpartners, Llp Cash Balance 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 20241007170916NAL0028034288001) for Alixpartners, Llp Cash Balance Plan, reported by Alixpartners, Llp under EIN 38-3637158 and plan number 004. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007170916NAL0028034288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alixpartners, Llp
- EIN
- 38-3637158
- Plan number
- 004
- Location
- Southfield, MI
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,272,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,272,808
- Employer contributions
- $12,843,369
- Total income / additions
- $19,201,966
- Benefits paid
- $6,869,634
- Administrative expenses
- $131,225
- Total expenses
- $7,000,859
- Net increase / (decrease)
- $12,201,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard | NONE | $95,137 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE | $19,000 | not reported in the loaded dataset |