Altamira 401(K) Plan — Form 5500 plan (Altamira-Us, LLC)

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, Altamira 401(K) Plan is a benefit plan reported by Altamira-Us, LLC under EIN 47-1264544 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $5,596,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altamira-Us, LLC
EIN
47-1264544
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
115
End-of-year plan assets
$5,596,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241007064344NAL0008697555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,596,047
Total liabilities (EOY)
$0
Net assets (EOY)
$5,596,047
Net assets (BOY)
$5,548,107

Income & contributions

Employer contributions
$128,357
Participant contributions
$371,702
Total contributions
$573,441
Total income / additions
$1,293,752

Expenses & distributions

Benefits paid
$1,189,347
Administrative expenses
$56,455
Total expenses
$1,245,812
Net increase / (decrease)
$47,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intercontinental Wealth Advisors LlINVESTMENT/FINANCIAL ADVI$35,301$02023
Adp, Inc.RECORD KEEPER$23,824$02023
Calvetti Ferguson, PcACCOUNTANT$14,980$02023

Related Form 5500 pages