Alderman'S Retirement Plan — Form 5500 plan (Alderman Holding 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, Alderman'S Retirement Plan is a benefit plan reported by Alderman Holding Corporation under EIN 26-3940799 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $11,412,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alderman Holding Corporation
- EIN
- 26-3940799
- Plan number
- 001
- Plan type
- 2
- Location
- Rutland, VT
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $11,412,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20240725101909NAL0014281793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,412,467
- Total liabilities (EOY)
- $8,870
- Net assets (EOY)
- $11,403,597
- Net assets (BOY)
- $9,552,353
Income & contributions
- Employer contributions
- $200,000
- Participant contributions
- $435,222
- Total contributions
- $635,222
- Total income / additions
- $2,463,864
Expenses & distributions
- Benefits paid
- $543,273
- Administrative expenses
- $20,311
- Total expenses
- $612,620
- Net increase / (decrease)
- $1,851,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plan Integrity Partners, LLC | NONE | $11,715 | $0 | 2023 |
| Dannible & Mckee, Llp | NONE | $8,750 | not reported in the loaded dataset | 2023 |