Richard A. Alaimo Associates Savings And Investment Plan — Form 5500 plan (Richard A. Alaimo Associates)
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, Richard A. Alaimo Associates Savings And Investment Plan is a benefit plan reported by Richard A. Alaimo Associates under EIN 22-1824833 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $38,997,172 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39MPlan net assets, end of year$38,997,172
Participants132Covered participants reported
Assets / participant$295.4KComputed: assets ÷ participants$295,433 (computed)
Provider compensation$38.2K3 Schedule C provider row(s)$38,180
- Plan sponsor
- Richard A. Alaimo Associates
- EIN
- 22-1824833
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Holly, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241014134419NAL0013386163001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $38,997,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,997,172
- Net assets (BOY)
- $37,316,368
Income & contributions
- Employer contributions
- $798,268
- Participant contributions
- $531,470
- Total contributions
- $1,329,738
- Total income / additions
- $5,315,727
Expenses & distributions
- Benefits paid
- $3,596,743
- Administrative expenses
- $38,180
- Total expenses
- $3,634,923
- Net increase / (decrease)
- $1,680,804
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
60%40%
Employer 60%Participant 40%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clarke Ins Agency Inc | INVESTMENT ADVISOR | $37,145 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,035 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Richard A. Alaimo Associates
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Holly, NJ
- Clarke Ins Agency Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation