Employee Benefit Plan For Specialized Alternatives — Form 5500 plan (Specialized Alternatives)
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, Employee Benefit Plan For Specialized Alternatives is a benefit plan reported by Specialized Alternatives under EIN 34-1600251 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $18,495,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialized Alternatives
- EIN
- 34-1600251
- Plan number
- 001
- Plan type
- 2
- Location
- Delphos, OH
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $18,495,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241004054501NAL0011008481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,495,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,495,050
- Net assets (BOY)
- $15,651,358
Income & contributions
- Employer contributions
- $612,601
- Participant contributions
- $1,105,667
- Total contributions
- $1,761,719
- Total income / additions
- $4,492,470
Expenses & distributions
- Benefits paid
- $1,561,886
- Administrative expenses
- $83,744
- Total expenses
- $1,648,778
- Net increase / (decrease)
- $2,843,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $47,958 | $0 | 2023 |
| Everhart Financial Group, Inc | INVESTMENT/FINANCIAL ADVI | $35,785 | $0 | 2023 |