Alfasigma Usa, Inc. 401(K) Plan — Form 5500 plan (Alfasigma Usa, 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, Alfasigma Usa, Inc. 401(K) Plan is a benefit plan reported by Alfasigma Usa, Inc. under EIN 46-2124512 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $31,577,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alfasigma Usa, Inc.
- EIN
- 46-2124512
- Plan number
- 001
- Plan type
- 2
- Location
- Covington, LA
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $31,577,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20241015184820NAL0030670481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,577,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,577,004
- Net assets (BOY)
- $30,080,175
Income & contributions
- Employer contributions
- $755,573
- Participant contributions
- $1,591,245
- Total contributions
- $2,399,101
- Total income / additions
- $7,566,383
Expenses & distributions
- Benefits paid
- $5,936,182
- Administrative expenses
- $133,372
- Total expenses
- $6,069,554
- Net increase / (decrease)
- $1,496,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $89,354 | $0 | 2023 |
| Ameritas Investment Corp. | BROKER | $0 | $49,393 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $14,828 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $9,700 | $90 | 2023 |
| Forest Capital Management LLC | INVESTMENT ADVISORY | $3,555 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alfasigma Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Covington, LA
- Transamerica Retirement Solutions — Schedule C compensation
- Ameritas Investment Corp. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Forest Capital Management LLC — Schedule C compensation