2023 Form 5500 filing — Alice And Olivia, LLC 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 20241014092419NAL0043976384001) for Alice And Olivia, LLC 401(K) Plan, reported by Alice And Olivia, LLC under EIN 01-0580869 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092419NAL0043976384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alice And Olivia, LLC
- EIN
- 01-0580869
- Plan number
- 001
- Location
- Secaucus, NJ
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,644,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,644,935
- Employer contributions
- $554,683
- Participant contributions
- $1,527,224
- Total income / additions
- $3,902,071
- Benefits paid
- $301,672
- Administrative expenses
- $59,690
- Total expenses
- $563,400
- Net increase / (decrease)
- $3,338,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aurora Private Wealth, Inc. | NONE | $35,682 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $24,008 | not reported in the loaded dataset |