2023 Form 5500 filing — Alba Wheels Up International, LLC 401(K) Profit Sharing 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 20241015132040NAL0049587360001) for Alba Wheels Up International, LLC 401(K) Profit Sharing Plan, reported by Alba Wheels Up International, LLC under EIN 13-5553334 and plan number 002. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132040NAL0049587360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alba Wheels Up International, LLC
- EIN
- 13-5553334
- Plan number
- 002
- Location
- Valley Stream, NY
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,967,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,967,495
- Employer contributions
- $366,329
- Participant contributions
- $804,946
- Total income / additions
- $4,636,931
- Benefits paid
- $1,227,967
- Administrative expenses
- $63,168
- Total expenses
- $1,291,135
- Net increase / (decrease)
- $3,345,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock New York | RECORDKEEPER | $2,221 | not reported in the loaded dataset |