Aljsco Management LLC. 401k Profit Sharing Plan — Form 5500 plan (Aljsco Management LLC.)
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, Aljsco Management LLC. 401k Profit Sharing Plan is a benefit plan reported by Aljsco Management LLC. under EIN 82-3603886 and plan number 001. The latest loaded filing year is 2023. The filing reports 535 participants and $15,367,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aljsco Management LLC.
- EIN
- 82-3603886
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 535
- End-of-year plan assets
- $15,367,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 535 | H, C | 20241014162725NAL0045300768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,367,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,367,511
- Net assets (BOY)
- $13,060,281
Income & contributions
- Employer contributions
- $426,699
- Participant contributions
- $1,044,487
- Total contributions
- $1,488,001
- Total income / additions
- $3,159,556
Expenses & distributions
- Benefits paid
- $784,928
- Administrative expenses
- $67,398
- Total expenses
- $852,326
- Net increase / (decrease)
- $2,307,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | NONE | $40,173 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Co. | NONE | $27,225 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $1,633 | 2023 |