Plan5500

2023 Form 5500 filing — Retirement Plan For Hourly Rated Employees Of Alma Products I, Inc.

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 20250915140346NAL0000736707001) for Retirement Plan For Hourly Rated Employees Of Alma Products I, Inc., reported by Alma Products I, Inc. under EIN 36-4277468 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250915140346NAL0000736707001
Filing year
2023
Form type
2
Plan sponsor
Alma Products I, Inc.
EIN
36-4277468
Plan number
001
Location
Alma, MI
Participants
428
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,089,311
Total liabilities (EOY)
$7,125
Net assets (EOY)
$14,082,186
Employer contributions
$69,376
Total income / additions
$2,698,611
Benefits paid
$1,269,133
Administrative expenses
$719,895
Total expenses
$1,989,028
Net increase / (decrease)
$709,583
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Interactive Brokers LLCINVESTMENT CONSULTANT$201,076not reported in the loaded dataset
Buck Global, LLCNONE.$141,385not reported in the loaded dataset
Algorithmic Capital Partners, LLCINVESTMENT CONSULTANT$66,251not reported in the loaded dataset
Trade StationINVESTMENT ADVISOR$20,027not reported in the loaded dataset
Ciuni & Panichi, Inc.AUDITOR$18,870not reported in the loaded dataset
Jackson Hole Trust CompanyTRUSTEE$13,888not reported in the loaded dataset
Benefit Trust CompanyTRUSTEE$7,985not reported in the loaded dataset

Related Form 5500 pages