2023 Form 5500 filing — Alta Planning + Design, Inc. 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 20241015160102NAL0015030883001) for Alta Planning + Design, Inc. 401(K) Profit Sharing Plan, reported by Alta Planning + Design, Inc. under EIN 68-0465555 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160102NAL0015030883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alta Planning + Design, Inc.
- EIN
- 68-0465555
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,616,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,616,589
- Employer contributions
- $666,357
- Participant contributions
- $1,401,971
- Total income / additions
- $4,947,486
- Benefits paid
- $1,300,985
- Administrative expenses
- $72,974
- Total expenses
- $1,373,959
- Net increase / (decrease)
- $3,573,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $46,938 | $0 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $29,864 | not reported in the loaded dataset |
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $14,449 | not reported in the loaded dataset |