2023 Form 5500 filing — Allied Government Solutions, Inc. Retirement 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 20240828162529NAL0012370897001) for Allied Government Solutions, Inc. Retirement Plan, reported by Allied Government Solutions, Inc. under EIN 27-4329708 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828162529NAL0012370897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Government Solutions, Inc.
- EIN
- 27-4329708
- Plan number
- 001
- Location
- Dover, NH
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,169,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,169,052
- Employer contributions
- $485,884
- Participant contributions
- $51,311
- Total income / additions
- $800,768
- Benefits paid
- $313,159
- Administrative expenses
- $13,252
- Total expenses
- $326,411
- Net increase / (decrease)
- $474,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT AD VISORY-PLAN | $9,151 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $3,503 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $373 | $0 |
| Compass Retirement Consulting Group | RECORDKEEPER | $225 | $0 |