Altorfer Retirement 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 Retirement Plan is a benefit plan reported by Altorfer Inc. under EIN 42-0788540 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,025 participants and $144,524,039 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$144.5MPlan net assets, end of year$144,524,039
Participants1KCovered participants reported1,025
Assets / participant$141KComputed: assets ÷ participants$140,999 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Altorfer Inc.
- EIN
- 42-0788540
- Plan number
- 004
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,025 | H, C | 20240914095534NAL0017877008001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$144.5M total assets
Net assets$144.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $144,524,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,524,039
- Net assets (BOY)
- $118,439,118
Income & contributions
- Employer contributions
- $3,820,000
- Participant contributions
- $6,609,466
- Total contributions
- $10,942,451
- Total income / additions
- $34,755,141
Expenses & distributions
- Benefits paid
- $9,196,016
- Administrative expenses
- $107,090
- Total expenses
- $9,307,033
- Net increase / (decrease)
- $25,448,108
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$128,900 | $0 | 2023 |