Altorfer Inc. Employees Savings Plan — Form 5500 plan (Altorfer 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, Altorfer Inc. Employees Savings Plan is a benefit plan reported by Altorfer Inc. under EIN 42-0788540 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $25,359,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altorfer Inc.
- EIN
- 42-0788540
- Plan number
- 002
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $25,359,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240914095154NAL0005686179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,359,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,359,405
- Net assets (BOY)
- $22,333,925
Income & contributions
- Employer contributions
- $503,426
- Participant contributions
- $1,489,922
- Total contributions
- $1,993,348
- Total income / additions
- $6,734,053
Expenses & distributions
- Benefits paid
- $3,041,391
- Administrative expenses
- $30,369
- Total expenses
- $3,071,760
- Net increase / (decrease)
- $3,662,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $12,048 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$21,096 | $0 | 2023 |