Alexandria Industries 401(K) Plan — Form 5500 plan (Alexandria Industries)
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, Alexandria Industries 401(K) Plan is a benefit plan reported by Alexandria Industries under EIN 41-0946084 and plan number 002. The latest loaded filing year is 2023. The filing reports 707 participants and $45,813,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alexandria Industries
- EIN
- 41-0946084
- Plan number
- 002
- Plan type
- 2
- Location
- Alexandria, MN
- Latest filing year
- 2023
- Participants
- 707
- End-of-year plan assets
- $45,813,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 707 | H, C | 20241014075147NAL0014616563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,813,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,813,355
- Net assets (BOY)
- $42,131,429
Income & contributions
- Employer contributions
- $733,361
- Participant contributions
- $2,800,085
- Total contributions
- $3,658,315
- Total income / additions
- $10,479,700
Expenses & distributions
- Benefits paid
- $6,660,622
- Administrative expenses
- $137,152
- Total expenses
- $6,797,774
- Net increase / (decrease)
- $3,681,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,152 | $0 | 2023 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $58,713 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alexandria Industries
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Alexandria, MN
- Principal Life Insurance Company — Schedule C compensation
- Mma Securites LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation