2023 Form 5500 filing — Altrust Financial Services, Inc. Employee Stock Ownership 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 20241014212259NAL0028311041001) for Altrust Financial Services, Inc. Employee Stock Ownership Plan, reported by Altrust Financial Services, Inc. under EIN 63-0923450 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014212259NAL0028311041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altrust Financial Services, Inc.
- EIN
- 63-0923450
- Plan number
- 001
- Location
- Cullman, AL
- Participants
- 403
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,561,535
- Total liabilities (EOY)
- $467
- Net assets (EOY)
- $33,561,068
- Employer contributions
- $560,239
- Participant contributions
- $0
- Total income / additions
- $5,673,933
- Benefits paid
- $1,872,846
- Administrative expenses
- $0
- Total expenses
- $1,872,846
- Net increase / (decrease)
- $3,801,087
- Schedule source
- Schedule H