Alpena Agency 401(K) Plan — Form 5500 plan (Alpena Agency, 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, Alpena Agency 401(K) Plan is a benefit plan reported by Alpena Agency, Inc under EIN 38-1457163 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $3,786,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alpena Agency, Inc
- EIN
- 38-1457163
- Plan number
- 001
- Plan type
- 2
- Location
- Alpena, MI
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $3,786,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240701123424NAL0003813377001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,786,321
- Net assets (EOY)
- $3,786,321
- Net assets (BOY)
- $3,279,204
Income & contributions
- Employer contributions
- $199,378
- Participant contributions
- $284,777
- Total income / additions
- $1,074,932
Expenses & distributions
- Benefits paid
- $567,737
- Administrative expenses
- $78
- Total expenses
- $567,815
- Net increase / (decrease)
- $507,117
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.