Plan5500

Alvaria, Inc. 401(K) Retirement Plan — Form 5500 plan (Alvaria, Inc.)

Plain-English plan 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, Alvaria, Inc. 401(K) Retirement Plan is a benefit plan reported by Alvaria, Inc. under EIN 02-0364368 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,161 participants and $134,525,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alvaria, Inc.
EIN
02-0364368
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,161
End-of-year plan assets
$134,525,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,161H, C20241015200454NAL0057985122001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,525,943
Total liabilities (EOY)
$0
Net assets (EOY)
$134,525,943
Net assets (BOY)
$118,870,104

Income & contributions

Employer contributions
$536,823
Participant contributions
$5,984,016
Total contributions
$7,308,416
Total income / additions
$29,044,821

Expenses & distributions

Benefits paid
$13,249,892
Administrative expenses
$103,499
Total expenses
$13,388,982
Net increase / (decrease)
$15,655,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$103,498$02023
Td Ameritrade, Inc.SECURITES BROKER$342$02023

Related Form 5500 pages