2023 Form 5500 filing — Alliance Residential Realty 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730124434NAL0013385123002) for Alliance Residential Realty 401(K) Plan, reported by Alliance Residential Realty LLC under EIN 84-4560797 and plan number 001. It reports 2,250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730124434NAL0013385123002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Residential Realty LLC
- EIN
- 84-4560797
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 2,250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,808,886
- Net assets (EOY)
- $80,808,886
- Employer contributions
- $1,385,749
- Participant contributions
- $6,864,645
- Total income / additions
- $20,481,878
- Benefits paid
- $6,999,695
- Administrative expenses
- $242,341
- Total expenses
- $7,242,036
- Net increase / (decrease)
- $13,239,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $158,722 | $0 |
| Merrill Lynch, Pierce, Fenner & Smi | INVESTMENT ADVISOR | $69,736 | not reported in the loaded dataset |
| Evers Robinson Ltd | AUDITOR | $12,500 | not reported in the loaded dataset |