2023 Form 5500 filing — Alpha Omega Integration, LLC 401(K) Retirement 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 20241015110129NAL0047481984001) for Alpha Omega Integration, LLC 401(K) Retirement Trust, reported by Alpha Omega Integration, LLC under EIN 27-1860729 and plan number 001. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110129NAL0047481984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpha Omega Integration, LLC
- EIN
- 27-1860729
- Plan number
- 001
- Location
- Mclean, VA
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,821,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,821,354
- Employer contributions
- $1,277,434
- Participant contributions
- $3,559,223
- Total income / additions
- $8,334,054
- Benefits paid
- $3,286,046
- Administrative expenses
- $93,598
- Total expenses
- $3,390,270
- Net increase / (decrease)
- $4,943,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $43,448 | $0 |
| The Capital Group Investment | INVESTMENT ADVISOR | $27,025 | not reported in the loaded dataset |
| Coastal Pension Services, Inc. | CONTRACT ADMIN | $13,708 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,050 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $6,141 | not reported in the loaded dataset |