2023 Form 5500 filing — Alphastaff Retirement Savings 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 20250114151700NAL0020201889001) for Alphastaff Retirement Savings Plan, reported by Alphastaff Group, Inc. under EIN 65-0314170 and plan number 333. It reports 8,799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114151700NAL0020201889001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alphastaff Group, Inc.
- EIN
- 65-0314170
- Plan number
- 333
- Location
- Sunrise, FL
- Participants
- 8,799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,784,585
- Total liabilities (EOY)
- $404
- Net assets (EOY)
- $234,784,181
- Employer contributions
- $12,242,933
- Participant contributions
- $30,513,811
- Total income / additions
- $85,047,146
- Benefits paid
- $21,892,076
- Administrative expenses
- $1,178,639
- Total expenses
- $23,367,801
- Net increase / (decrease)
- $61,679,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $882,574 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $113,153 | not reported in the loaded dataset |
| Alphastaff Group, Inc. | NONE | $99,949 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $40,124 | $0 |
| Dgperry, Pllc | NONE | $15,000 | not reported in the loaded dataset |
| Fisher Phillips | NONE | $13,530 | not reported in the loaded dataset |
| Independent Financial Partners | NONE | $5,915 | not reported in the loaded dataset |