2023 Form 5500 filing — Alma 401(K) Retirement 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 20250514051344NAL0012561171001) for Alma 401(K) Retirement Plan And Trust, reported by Arlozorov9, Inc. under EIN 82-3454045 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514051344NAL0012561171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arlozorov9, Inc.
- EIN
- 82-3454045
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,984,863
- Total liabilities (EOY)
- $126,901
- Net assets (EOY)
- $5,857,962
- Participant contributions
- $2,191,964
- Total income / additions
- $3,532,219
- Benefits paid
- $106,456
- Administrative expenses
- $11,342
- Total expenses
- $117,798
- Net increase / (decrease)
- $3,414,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors, Inc | INVESTMENT/FINANCIAL ADVI | $9,584 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,759 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |