Alternative Paths Training School 401(K) Retirement Plan — Form 5500 plan (Alternative Paths Training School)
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, Alternative Paths Training School 401(K) Retirement Plan is a benefit plan reported by Alternative Paths Training School under EIN 54-2055003 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $3,934,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alternative Paths Training School
- EIN
- 54-2055003
- Plan number
- 002
- Plan type
- 2
- Location
- Dumfries, VA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $3,934,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241010160504NAL0011705651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,934,855
- Total liabilities (EOY)
- $5,636
- Net assets (EOY)
- $3,929,219
- Net assets (BOY)
- $2,904,065
Income & contributions
- Employer contributions
- $163,213
- Participant contributions
- $378,896
- Total contributions
- $542,109
- Total income / additions
- $1,168,360
Expenses & distributions
- Benefits paid
- $119,616
- Administrative expenses
- $17,954
- Total expenses
- $143,206
- Net increase / (decrease)
- $1,025,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $7,445 | $0 | 2023 |
| Mml Investors Services, LLC | RETAINED BY EMPLOYER | $7,005 | not reported in the loaded dataset | 2023 |