Alvis, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Alvis, 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, Alvis, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Alvis, Inc. under EIN 31-0743167 and plan number 002. The latest loaded filing year is 2023. The filing reports 474 participants and $5,718,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alvis, Inc.
- EIN
- 31-0743167
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $5,718,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20250210141430NAL0017691713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,718,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,718,309
- Net assets (BOY)
- $5,001,286
Income & contributions
- Employer contributions
- $292,768
- Participant contributions
- $505,482
- Total contributions
- $798,250
- Total income / additions
- $1,558,245
Expenses & distributions
- Benefits paid
- $775,360
- Administrative expenses
- $65,862
- Total expenses
- $841,222
- Net increase / (decrease)
- $717,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stadion Money Management | SERVICE PROVIDER | $21,170 | $0 | 2023 |
| Lpl Financial | SERVICE PROVIDER | $18,240 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $15,515 | $0 | 2023 |
| Benefits Administrators, LLC | TPA | $10,937 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alvis, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Stadion Money Management — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Benefits Administrators, LLC — Schedule C compensation