2023 Form 5500 filing — Alogent 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 20241011121604NAL0021826673001) for Alogent 401(K) Plan, reported by Alogent Holdings, Inc. under EIN 36-4869272 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121604NAL0021826673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alogent Holdings, Inc.
- EIN
- 36-4869272
- Plan number
- 001
- Location
- Peachtree Corners, GA
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,368,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,368,417
- Employer contributions
- $824,852
- Participant contributions
- $1,993,487
- Total income / additions
- $6,783,161
- Benefits paid
- $3,441,520
- Administrative expenses
- $56,206
- Total expenses
- $3,497,726
- Net increase / (decrease)
- $3,285,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $21,008 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Met West Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |