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, Alula 401(K) Plan is a benefit plan reported by Alula, LLC under EIN 46-1009973 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $10,337,167 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,337,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,337,167
- Net assets (BOY)
- $8,075,650
Income & contributions
- Employer contributions
- $265,967
- Participant contributions
- $960,895
- Total contributions
- $1,240,448
- Total income / additions
- $2,665,629
Expenses & distributions
- Benefits paid
- $519,311
- Administrative expenses
- $28,401
- Total expenses
- $547,712
- Net increase / (decrease)
- $2,117,917