2023 Form 5500 filing — Alpha Mechanical Pension Plan And Trust
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 20241014124512NAL0013297283001) for Alpha Mechanical Pension Plan And Trust, reported by Alpha Mechanical, Inc. under EIN 73-1696499 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124512NAL0013297283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpha Mechanical, Inc.
- EIN
- 73-1696499
- Plan number
- 001
- Location
- El Cajon, CA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,471,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,471,510
- Employer contributions
- $1,131,958
- Participant contributions
- $189,765
- Total income / additions
- $2,067,203
- Benefits paid
- $854,703
- Administrative expenses
- $74,443
- Total expenses
- $941,721
- Net increase / (decrease)
- $1,125,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMIN | $36,258 | $0 |
| Wells Fargo Advisors | SERVICE PROVIDER | $11,796 | not reported in the loaded dataset |
| Jgd & Associates, Llp | SERVICE PROVIDER | $11,250 | not reported in the loaded dataset |