Alpha Mills Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Alpha Mills Corporation)
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 Mills Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Alpha Mills Corporation under EIN 23-1303971 and plan number 002. The latest loaded filing year is 2023. The filing reports 214 participants and $2,066,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alpha Mills Corporation
- EIN
- 23-1303971
- Plan number
- 002
- Plan type
- 2
- Location
- Schuylkill Haven, PA
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $2,066,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241008124832NAL0029863232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,066,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,066,833
- Net assets (BOY)
- $1,749,294
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $65,375
- Total contributions
- $65,375
- Total income / additions
- $368,306
Expenses & distributions
- Benefits paid
- $27,605
- Administrative expenses
- $23,162
- Total expenses
- $50,767
- Net increase / (decrease)
- $317,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $11,828 | not reported in the loaded dataset | 2023 |
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $10,510 | not reported in the loaded dataset | 2023 |