Altres 401(K) Retirement Plan — Form 5500 plan (Altres Global Business Services, 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, Altres 401(K) Retirement Plan is a benefit plan reported by Altres Global Business Services, Inc. under EIN 99-0338459 and plan number 333. The latest loaded filing year is 2023. The filing reports 5,632 participants and $137,305,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altres Global Business Services, Inc.
EIN
99-0338459
Plan number
333
Plan type
3
Location
Honolulu, HI
Latest filing year
2023
Participants
5,632
End-of-year plan assets
$137,305,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,632H, C20241118162639NAL0002331568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,305,831
Total liabilities (EOY)
$0
Net assets (EOY)
$137,305,831
Net assets (BOY)
$111,982,813

Income & contributions

Employer contributions
$5,083,959
Participant contributions
$11,734,153
Total contributions
$18,050,948
Total income / additions
$37,347,851

Expenses & distributions

Benefits paid
$8,502,478
Administrative expenses
$845,270
Total expenses
$9,384,498
Net increase / (decrease)
$27,963,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$609,027not reported in the loaded dataset2023
Kobo Wealth Conservancy LLCADVISOR$92,184not reported in the loaded dataset2023

Related Form 5500 pages