2023 Form 5500 filing — Altres 401(K) Retirement 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 20241118162639NAL0002331568001) for Altres 401(K) Retirement Plan, reported by Altres Global Business Services, Inc. under EIN 99-0338459 and plan number 333. It reports 5,632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118162639NAL0002331568001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Altres Global Business Services, Inc.
- EIN
- 99-0338459
- Plan number
- 333
- Location
- Honolulu, HI
- Participants
- 5,632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,305,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,305,831
- Employer contributions
- $5,083,959
- Participant contributions
- $11,734,153
- Total income / additions
- $37,347,851
- Benefits paid
- $8,502,478
- Administrative expenses
- $845,270
- Total expenses
- $9,384,498
- Net increase / (decrease)
- $27,963,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $609,027 | not reported in the loaded dataset |
| Kobo Wealth Conservancy LLC | ADVISOR | $92,184 | not reported in the loaded dataset |