2023 Form 5500 filing — Richard A. Alaimo Associates Savings And Investment 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 20241014134419NAL0013386163001) for Richard A. Alaimo Associates Savings And Investment Plan, reported by Richard A. Alaimo Associates under EIN 22-1824833 and plan number 001. It reports 132 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)$39MReported net assets$38,997,172
Participants132
Provider compensation$38.2K3 Schedule C row(s)$38,180
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014134419NAL0013386163001
- Plan sponsor
- Richard A. Alaimo Associates
- EIN
- 22-1824833
- Plan number
- 001
- Location
- Mount Holly, NJ
- 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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,997,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,997,172
- Employer contributions
- $798,268
- Participant contributions
- $531,470
- Total income / additions
- $5,315,727
- Benefits paid
- $3,596,743
- Administrative expenses
- $38,180
- Total expenses
- $3,634,923
- Net increase / (decrease)
- $1,680,804
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clarke Ins Agency Inc | INVESTMENT ADVISOR | $37,145 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,035 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |