How many benefit plans does Allied Trust Fund report on Form 5500?

Allied Trust Fund (EIN 22-6063410) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Allied Trust Fund?

The Employer Identification Number (EIN) reported for Allied Trust Fund is 22-6063410.

What is the latest Form 5500 filing year for Allied Trust Fund?

The latest loaded Form 5500 filing year for Allied Trust Fund is 2023.

Allied Trust Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Allied Trust Fund (EIN 22-6063410) is a plan sponsor located in Tenafly, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 22-6063410
Location: Tenafly, NJ
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allied Trust Fund

1 loaded plans hold $630.3K in reported assets.
The largest, Allied Trust Fund, holds 100% of this company's reported plan assets.
Plans cover 11 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$612.9KSummed across loaded plans$612,922

Total reported assets$630.3K$630,255

Total reported participants11

Total reported liabilities$17.3K$17,333

Reported net position

Reported assets = net assets + liabilities (summed)$630.3K total assets

Net assets$612.9KLiabilities$17.3K

Expenses & distributions

Benefits paid / distributions$110.7K

Total expenses$140.2K

Net increase / (decrease)-$161K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Allied Trust Fund

Participants per plan11Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Allied Trust Fund$630.3K
Plan #501 · 11 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allied Trust Fund. Open one for its full reported snapshot.

2023
Allied Trust Fund11 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allied Trust Fund report on Form 5500?: Allied Trust Fund (EIN 22-6063410) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allied Trust Fund?: The Employer Identification Number (EIN) reported for Allied Trust Fund is 22-6063410.
What is the latest Form 5500 filing year for Allied Trust Fund?: The latest loaded Form 5500 filing year for Allied Trust Fund is 2023.