The Alamo Group (Usa) Inc. 401(K) Retirement And Savings Plan — Form 5500 plan (Alamo Group Inc.)
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 Alamo Group (Usa) Inc. 401(K) Retirement And Savings Plan is a benefit plan reported by Alamo Group Inc. under EIN 74-2149829 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,199 participants and $217,914,929 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$217.9MPlan net assets, end of year$217,914,929
Participants3.2KCovered participants reported3,199
Assets / participant$68.1KComputed: assets ÷ participants$68,120 (computed)
Provider compensation$315.9K4 Schedule C provider row(s)$315,857
- Plan sponsor
- Alamo Group Inc.
- EIN
- 74-2149829
- Plan number
- 001
- Plan type
- 2
- Location
- Seguin, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,199 | H, C | 20240927113745NAL0004134418001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$217.9M total assets
Net assets$217.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $217,914,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,914,929
- Net assets (BOY)
- $182,534,211
Income & contributions
- Employer contributions
- $4,248,397
- Participant contributions
- $13,399,094
- Total contributions
- $20,431,147
- Total income / additions
- $51,395,070
Expenses & distributions
- Benefits paid
- $15,682,025
- Administrative expenses
- $315,857
- Total expenses
- $16,014,352
- Net increase / (decrease)
- $35,380,718
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $182,532 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $66,478 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $54,347 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc. | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alamo Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Seguin, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation