2023 Form 5500 filing — Alta Equipment Company 401(K) Plan & 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 20241015151956NAL0014947939001) for Alta Equipment Company 401(K) Plan & Trust, reported by Alta Enterprises, LLC under EIN 82-3166837 and plan number 001. It reports 2,957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151956NAL0014947939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alta Enterprises, LLC
- EIN
- 82-3166837
- Plan number
- 001
- Location
- Livonia, MI
- Participants
- 2,957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,472,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,472,725
- Employer contributions
- $5,541,010
- Participant contributions
- $17,346,628
- Total income / additions
- $45,581,275
- Benefits paid
- $13,658,193
- Administrative expenses
- $276,244
- Total expenses
- $13,935,693
- Net increase / (decrease)
- $31,645,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $187,306 | $0 |
| B.Riley Wealth Advisors Inc | ADVISOR | $49,819 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $39,118 | not reported in the loaded dataset |