Alonti 401(K) Plan — Form 5500 plan (Pepi 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, Alonti 401(K) Plan is a benefit plan reported by Pepi Corporation under EIN 74-2070055 and plan number 002. The latest loaded filing year is 2023. The filing reports 244 participants and $2,986,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pepi Corporation
- EIN
- 74-2070055
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $2,986,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20240925213038NAL0005721923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,986,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,986,633
- Net assets (BOY)
- $2,357,898
Income & contributions
- Employer contributions
- $259,006
- Participant contributions
- $388,580
- Total contributions
- $647,586
- Total income / additions
- $1,117,176
Expenses & distributions
- Benefits paid
- $445,217
- Administrative expenses
- $43,224
- Total expenses
- $488,441
- Net increase / (decrease)
- $628,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Weinstein Spira & Company, P.C. | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Legacy Asset Management Inc | INVESTMENT ADVISOR | $8,066 | not reported in the loaded dataset | 2023 |
| Loren D. Stark Company | CONTRACT ADMIN | $6,469 | $1,295 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $1,238 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $152 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pepi Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Weinstein Spira & Company, P.C. — Schedule C compensation
- Legacy Asset Management Inc — Schedule C compensation
- Loren D. Stark Company — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation