2023 Form 5500 filing — Alimak Group Usa 401(K) Profit Sharing 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 20241010104802NAL0020847633001) for Alimak Group Usa 401(K) Profit Sharing Plan, reported by Alimak Group Usa Inc. under EIN 06-1242771 and plan number 002. It reports 217 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)$18.6MReported net assets$18,562,785
Participants217
Provider compensation$43.4K3 Schedule C row(s)$43,421
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010104802NAL0020847633001
- Plan sponsor
- Alimak Group Usa Inc.
- EIN
- 06-1242771
- Plan number
- 002
- Location
- Webster, 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)$18.6M total assets
Net assets$18.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $18,562,785
- Net assets (EOY)
- $18,562,785
- Employer contributions
- $592,104
- Participant contributions
- $1,016,836
- Total income / additions
- $3,889,591
- Benefits paid
- $3,467,062
- Administrative expenses
- $18,211
- Total expenses
- $3,470,549
- Net increase / (decrease)
- $419,042
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $17,194 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $16,146 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,081 | $0 |