Alpha Analytical, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Alpha Analytical, 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, Alpha Analytical, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Alpha Analytical, Inc. under EIN 04-2890415 and plan number 001. The latest loaded filing year is 2023. The filing reports 670 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alpha Analytical, Inc.
- EIN
- 04-2890415
- Plan number
- 001
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20241205105347NAL0007378112001 |
| 2023 | 1,056 | H, C | 20241015122602NAL0047897824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,757,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,757,244
- Net assets (BOY)
- $43,838,301
Income & contributions
- Employer contributions
- $977,909
- Participant contributions
- $4,598,489
- Total contributions
- $5,732,781
- Total income / additions
- $13,881,372
Expenses & distributions
- Benefits paid
- $3,044,014
- Administrative expenses
- $55,705
- Total expenses
- $3,099,719
- Net increase / (decrease)
- $10,781,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $79,825 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | ADVISOR | $14,839 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,397 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,120 | $0 | 2023 |