Alma 401(K) Retirement Plan And Trust — Form 5500 plan (Arlozorov9, 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, Alma 401(K) Retirement Plan And Trust is a benefit plan reported by Arlozorov9, Inc. under EIN 82-3454045 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $5,984,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arlozorov9, Inc.
- EIN
- 82-3454045
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $5,984,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20250514051344NAL0012561171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,984,863
- Total liabilities (EOY)
- $126,901
- Net assets (EOY)
- $5,857,962
- Net assets (BOY)
- $0
Income & contributions
- Participant contributions
- $2,191,964
- Total contributions
- $2,856,165
- Total income / additions
- $3,532,219
Expenses & distributions
- Benefits paid
- $106,456
- Administrative expenses
- $11,342
- Total expenses
- $117,798
- Net increase / (decrease)
- $3,414,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors, Inc | INVESTMENT/FINANCIAL ADVI | $9,584 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,759 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arlozorov9, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Burnham Gibson Wealth Advisors, Inc — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation