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, Alta Equipment Company 401(K) Plan & Trust is a benefit plan reported by Alta Enterprises, LLC under EIN 82-3166837 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,957 participants and $146,472,725 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,472,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,472,725
- Net assets (BOY)
- $114,825,788
Income & contributions
- Employer contributions
- $5,541,010
- Participant contributions
- $17,346,628
- Total contributions
- $25,682,816
- Total income / additions
- $45,581,275
Expenses & distributions
- Benefits paid
- $13,658,193
- Administrative expenses
- $276,244
- Total expenses
- $13,935,693
- Net increase / (decrease)
- $31,645,582