2023 Form 5500 filing — Aldrich 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 20250910124413NAL0044469682001) for Aldrich Retirement Plan, reported by Akt Services, Llp under EIN 93-1316075 and plan number 002. It reports 565 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250910124413NAL0044469682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Akt Services, Llp
- EIN
- 93-1316075
- Plan number
- 002
- Location
- Salem, OR
- Participants
- 565
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,256,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,256,094
- Employer contributions
- $3,615,339
- Participant contributions
- $4,017,784
- Total income / additions
- $22,588,563
- Benefits paid
- $14,614,309
- Administrative expenses
- $3,324
- Total expenses
- $14,672,482
- Net increase / (decrease)
- $7,916,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,756 | $0 |