Alpha Net Consulting, LLC 401(K) Plan — Form 5500 plan (Alpha Net Consulting, LLC)

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 Net Consulting, LLC 401(K) Plan is a benefit plan reported by Alpha Net Consulting, LLC under EIN 11-3524755 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $4,076,899 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alpha Net Consulting, LLC
EIN
11-3524755
Plan number
001
Plan type
2
Location
Santa Clara, CA
Latest filing year
2023
Participants
206
End-of-year plan assets
$4,076,899

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241011181618NAL0011265283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,076,899
Total liabilities (EOY)
$0
Net assets (EOY)
$4,076,899
Net assets (BOY)
$3,269,869

Income & contributions

Participant contributions
$630,365
Total contributions
$743,460
Total income / additions
$1,325,586

Expenses & distributions

Benefits paid
$475,762
Administrative expenses
$42,794
Total expenses
$518,556
Net increase / (decrease)
$807,030

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oppenheimer & Co. IncADVISOR$17,159not reported in the loaded dataset2023
Leading Retirement SolutionsRECORDKEEPER$14,498not reported in the loaded dataset2023
Price KubeckaAUDITOR$8,750not reported in the loaded dataset2023

Related Form 5500 pages