The Alpha Corporation Of Tennessee Retirement Savings Plan — Form 5500 plan (The Alpha Corporation Of Tennessee)
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, The Alpha Corporation Of Tennessee Retirement Savings Plan is a benefit plan reported by The Alpha Corporation Of Tennessee under EIN 62-1173820 and plan number 004. The latest loaded filing year is 2023. The filing reports 517 participants and $103,439,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Alpha Corporation Of Tennessee
- EIN
- 62-1173820
- Plan number
- 004
- Plan type
- 2
- Location
- Collierville, TN
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $103,439,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20240923140319NAL0011437441002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,439,971
- Net assets (EOY)
- $103,439,971
- Net assets (BOY)
- $92,973,845
Income & contributions
- Employer contributions
- $2,453,357
- Participant contributions
- $4,838,630
- Total contributions
- $7,679,030
- Total income / additions
- $22,056,960
Expenses & distributions
- Benefits paid
- $11,545,979
- Administrative expenses
- $12,046
- Total expenses
- $11,590,834
- Net increase / (decrease)
- $10,466,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $11,971 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |