ALTARUM INSTITUTE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $820,141 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $687,150 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $686,906 |
| Total plan assets at end of year | 2023-12-31 | $3,320,990 |
| Total plan assets at beginning of year | 2023-12-31 | $3,187,999 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $494,615 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $132,991 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,320,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,187,999 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $325,526 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $244 |
| 2022 : ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-400,389 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,713,438 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,712,112 |
| Total plan assets at end of year | 2022-12-31 | $3,187,999 |
| Total plan assets at beginning of year | 2022-12-31 | $5,301,826 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-799,971 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,113,827 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,187,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,301,826 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $399,582 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,326 |
| Total liabilities as of the end of the plan year | 2022-10-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-07 | 901392 |
| Net assets as of the end of the plan year | 2022-10-07 | 5301826 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 5404724 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 1000000 |
| Participant contributions to plan in this plan year | 2022-10-07 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-07 | 0 |
| Other contributions to plan in this plan year | 2022-10-07 | 0 |
| Other income to plan in this plan year | 2022-10-07 | 521409 |
| Plan net income in this plan year | 2022-10-07 | -102898 |
| Net assets as of the end of the plan year | 2022-10-07 | 5301826 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 5404724 |
| Employer contributions to plan in this plan year | 2022-10-07 | 277085 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 7056 |
| 2023: ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
