2023 Form 5500 filing — Aluma-Weld, Inc. 401(K) Profit Sharing Plan And 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 20250113142820NAL0018364545001) for Aluma-Weld, Inc. 401(K) Profit Sharing Plan And Trust, reported by Aluma-Weld, Inc. Dba Xpress Boats under EIN 71-0523960 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113142820NAL0018364545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aluma-Weld, Inc. Dba Xpress Boats
- EIN
- 71-0523960
- Plan number
- 001
- Location
- Hot Springs, AR
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,219,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,219,752
- Employer contributions
- $459,833
- Participant contributions
- $725,991
- Total income / additions
- $3,176,322
- Benefits paid
- $744,287
- Administrative expenses
- $35,464
- Total expenses
- $779,751
- Net increase / (decrease)
- $2,396,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,126 | $0 |
| Prime Capital Investment Advisors L | INVESTMENT ADVISOR | $13,338 | not reported in the loaded dataset |