2023 Form 5500 filing — Aldridge Pite 401(K) 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 20250430194026NAL0001604115001) for Aldridge Pite 401(K) Plan, reported by Aldridge Pite, Llp under EIN 27-1372364 and plan number 001. It reports 609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430194026NAL0001604115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aldridge Pite, Llp
- EIN
- 27-1372364
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,549,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,549,620
- Employer contributions
- $260,496
- Participant contributions
- $1,593,476
- Total income / additions
- $5,316,118
- Benefits paid
- $733,953
- Administrative expenses
- $117,148
- Total expenses
- $851,101
- Net increase / (decrease)
- $4,465,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $68,387 | $0 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISOR | $43,205 | not reported in the loaded dataset |
| Erisa Services, Inc | CONTRACT ADMIN | $5,217 | $0 |