Alcora Corporation 401(K) Plan — Form 5500 plan (Alcora Corporation)
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, Alcora Corporation 401(K) Plan is a benefit plan reported by Alcora Corporation under EIN 65-1111542 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $10,160,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alcora Corporation
- EIN
- 65-1111542
- Plan number
- 001
- Plan type
- 2
- Location
- Doral, FL
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $10,160,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241014141137NAL0013426563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,160,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,160,517
- Net assets (BOY)
- $9,122,228
Income & contributions
- Employer contributions
- $674,004
- Participant contributions
- $1,663,774
- Total contributions
- $2,540,467
- Total income / additions
- $4,056,932
Expenses & distributions
- Benefits paid
- $2,934,684
- Administrative expenses
- $73,665
- Total expenses
- $3,018,643
- Net increase / (decrease)
- $1,038,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $59,023 | $0 | 2023 |
| Newport Group Consulting, LLC | ADVISOR | $10,000 | $0 | 2023 |