Altek, Inc. 401(K) Plan — Form 5500 plan (Altek, 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, Altek, Inc. 401(K) Plan is a benefit plan reported by Altek, Inc. under EIN 91-0957893 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $7,039,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altek, Inc.
EIN
91-0957893
Plan number
001
Plan type
2
Location
Liberty Lake, WA
Latest filing year
2023
Participants
213
End-of-year plan assets
$7,039,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241011172131NAL0012801635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,039,215
Total liabilities (EOY)
$0
Net assets (EOY)
$7,039,215
Net assets (BOY)
$5,779,654

Income & contributions

Employer contributions
$108,136
Participant contributions
$486,674
Total contributions
$743,462
Total income / additions
$1,684,643

Expenses & distributions

Benefits paid
$382,550
Administrative expenses
$41,509
Total expenses
$425,082
Net increase / (decrease)
$1,259,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$21,242$02023
D A Davidson & Co IncINVESTMENT ADVISORY$20,263$72023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages