2023 Form 5500 filing — The Alcott Group 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 20241014143838NAL0015121971001) for The Alcott Group 401(K) Plan, reported by Alcott Hr Group, LLC under EIN 26-1638437 and plan number 001. It reports 3,962 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143838NAL0015121971001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alcott Hr Group, LLC
- EIN
- 26-1638437
- Plan number
- 001
- Location
- Farmingdale, NY
- Participants
- 3,962
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $196,959,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,959,352
- Employer contributions
- $5,555,380
- Participant contributions
- $14,381,426
- Total income / additions
- $49,691,434
- Benefits paid
- $15,234,002
- Administrative expenses
- $782,272
- Total expenses
- $16,016,274
- Net increase / (decrease)
- $33,675,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA/RECORDKEEPER | $625,235 | not reported in the loaded dataset |
| Alcott Hr Group LLC | PLAN ADMINISTRATOR | $106,037 | not reported in the loaded dataset |
| Bks Financial Investments LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Cohnreznick Llp | AUDITOR | $21,000 | not reported in the loaded dataset |