The Employees Of Alto-Shaam Retirement Plan — Form 5500 plan (Alto-Shaam, 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, The Employees Of Alto-Shaam Retirement Plan is a benefit plan reported by Alto-Shaam, Inc. under EIN 39-1020882 and plan number 001. The latest loaded filing year is 2023. The filing reports 690 participants and $41,886,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alto-Shaam, Inc.
EIN
39-1020882
Plan number
001
Plan type
2
Location
Menomonee Falls, WI
Latest filing year
2023
Participants
690
End-of-year plan assets
$41,886,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023690H, C20241015133642NAL0028597217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,886,460
Total liabilities (EOY)
$0
Net assets (EOY)
$41,886,460
Net assets (BOY)
$35,965,480

Income & contributions

Employer contributions
$857,619
Participant contributions
$2,679,836
Total contributions
$3,935,142
Total income / additions
$10,322,375

Expenses & distributions

Benefits paid
$4,321,872
Administrative expenses
$78,428
Total expenses
$4,401,395
Net increase / (decrease)
$5,920,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$63,412$02023
Roland Criss Fiduciary ServicesNONE$15,016not reported in the loaded dataset2023

Related Form 5500 pages