Plan5500

Alk 401(K) Plan — Form 5500 plan (Alk-Abello, 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, Alk 401(K) Plan is a benefit plan reported by Alk-Abello, Inc. under EIN 36-3285439 and plan number 001. The latest loaded filing year is 2023. The filing reports 652 participants and $62,913,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alk-Abello, Inc.
EIN
36-3285439
Plan number
001
Plan type
2
Location
Round Rock, TX
Latest filing year
2023
Participants
652
End-of-year plan assets
$62,913,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023652H, C20240930094418NAL0009917552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,913,685
Total liabilities (EOY)
$0
Net assets (EOY)
$62,913,685
Net assets (BOY)
$52,657,274

Income & contributions

Employer contributions
$3,104,965
Participant contributions
$3,540,212
Total contributions
$7,025,249
Total income / additions
$16,421,401

Expenses & distributions

Benefits paid
$6,049,895
Administrative expenses
$114,163
Total expenses
$6,164,990
Net increase / (decrease)
$10,256,411

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$55,018not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$48,808not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$10,336not reported in the loaded dataset2023

Related Form 5500 pages