Alphapet, Inc. 401(K) Plan — Form 5500 plan (Alphapet, 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, Alphapet, Inc. 401(K) Plan is a benefit plan reported by Alphapet, Inc. under EIN 26-0697844 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $10,497,453 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alphapet, Inc.
EIN
26-0697844
Plan number
001
Plan type
2
Location
Decatur, AL
Latest filing year
2023
Participants
135
End-of-year plan assets
$10,497,453

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240731111840NAL0022130577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,497,453
Total liabilities (EOY)
$0
Net assets (EOY)
$10,497,453
Net assets (BOY)
$8,488,230

Income & contributions

Employer contributions
$400,636
Participant contributions
$652,316
Total contributions
$1,084,883
Total income / additions
$2,772,475

Expenses & distributions

Benefits paid
$741,485
Administrative expenses
$21,767
Total expenses
$763,252
Net increase / (decrease)
$2,009,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$17,905$02023

Related Form 5500 pages