Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

401(k) Profit Sharing Plan for Employees of Alphapointe

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by ALPHAPOINTE Β· Missouri Β· Manufacturing

What the 2023 filing shows

401(k) Profit Sharing Plan for Employees of Alphapointe holds $15M for 327 participants - about $44,610 per participant, up 15.6% over the 2023 plan year.

$15M
total plan assets (2023 EOY)
327
covered participants
$44,610
avg assets per participant
+15.6%
assets growth YoY
Total Assets (2023)
$15M
Participants
327
State
Industry
Manufacturing

What the Filing Says About 401(k) Profit Sharing Plan for Employees of Alphapointe

401(k) Profit Sharing Plan for Employees of Alphapointe is a Profit Sharing retirement plan sponsored by ALPHAPOINTE, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 327 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 440552486, and the plan has been effective since 1997-10-14. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $15M at year-end β€” a gain of 15.6%. Net assets (after liabilities) closed the year at $15M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN440552486
Plan Effective Date1997-10-14
Filing StatusFILING RECEIVED

Sponsor Plan History (ALPHAPOINTE)

Year Plans Participants Total Assets
2022 1 335 $13M
2023 1 327 $15M
2024 1 360 $16M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the 401(k) Profit Sharing Plan for Employees of Alphapointe?
As of the 2023 Form 5500 filing, 401(k) Profit Sharing Plan for Employees of Alphapointe holds $15M in total assets with 327 participants. It is sponsored by ALPHAPOINTE.
What type of plan is 401(k) Profit Sharing Plan for Employees of Alphapointe?
401(k) Profit Sharing Plan for Employees of Alphapointe is a Profit Sharing plan. It has been effective since 1997-10-14. The plan is filed with the U.S. Department of Labor under EIN 440552486.
Who sponsors the 401(k) Profit Sharing Plan for Employees of Alphapointe?
401(k) Profit Sharing Plan for Employees of Alphapointe is sponsored by ALPHAPOINTE, located in Missouri. The sponsor's EIN is 440552486 and the plan operates in the Manufacturing industry.
How did 401(k) Profit Sharing Plan for Employees of Alphapointe perform in 2023?
401(k) Profit Sharing Plan for Employees of Alphapointe grew by 15.6% during 2023, moving from $13M to $15M in total assets. Net income was $2M.
Where can I find official filings for 401(k) Profit Sharing Plan for Employees of Alphapointe?
Official Form 5500 filings for 401(k) Profit Sharing Plan for Employees of Alphapointe are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 440552486 or plan name at efast.dol.gov.
How does 401(k) Profit Sharing Plan for Employees of Alphapointe compare to other plans?
You can compare 401(k) Profit Sharing Plan for Employees of Alphapointe against other Profit Sharing plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 440552486.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.