Alliance, Inc. — 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, Alliance, Inc. (EIN 52-1277262) is a plan sponsor located in San Mateo, CA 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
52-1277262
Location
San Mateo, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,758,607
Total reported liabilities (EOY)
$62,816
Total reported net assets (EOY)
$1,695,791

Contributions & income

Employer contributions
$768,785
Participant contributions
$234,060
Total income / additions
$1,198,410

Expenses & distributions

Benefits paid / distributions
$847,171
Total expenses
$1,064,434
Net increase / (decrease)
$133,976

Coverage

Total reported participants
646
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

Alliance, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Alliance, Inc. 403(B) Retirement Plan002539$1,674,0622023
Alliance, Inc. Health & Welfare Plan501107$84,5452023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alliance, Inc.
YearPlanParticipantsSchedulesFiling
2023Alliance, Inc. Health & Welfare Plan107H, C20241007134634NAL0008931251001
2023Alliance, Inc. 403(B) Retirement Plan539H, C20250407150628NAL0016428753001

Related Form 5500 pages