2023 Form 5500 filing — Alexandria Industries 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 20241014075147NAL0014616563001) for Alexandria Industries 401(K) Plan, reported by Alexandria Industries under EIN 41-0946084 and plan number 002. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075147NAL0014616563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alexandria Industries
- EIN
- 41-0946084
- Plan number
- 002
- Location
- Alexandria, MN
- Participants
- 707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,813,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,813,355
- Employer contributions
- $733,361
- Participant contributions
- $2,800,085
- Total income / additions
- $10,479,700
- Benefits paid
- $6,660,622
- Administrative expenses
- $137,152
- Total expenses
- $6,797,774
- Net increase / (decrease)
- $3,681,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,152 | $0 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $58,713 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |