2023 Form 5500 filing — Alliance Shippers, Inc. 401(K) Savings 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 20240909143341NAL0002422291002) for Alliance Shippers, Inc. 401(K) Savings Plan, reported by Alliance Shippers, Inc. under EIN 22-2159176 and plan number 001. It reports 531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909143341NAL0002422291002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alliance Shippers, Inc.
- EIN
- 22-2159176
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,383,974
- Net assets (EOY)
- $33,383,974
- Participant contributions
- $1,450,884
- Total income / additions
- $6,717,315
- Benefits paid
- $5,754,486
- Administrative expenses
- $98,595
- Total expenses
- $5,869,103
- Net increase / (decrease)
- $848,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $47,106 | $0 |
| Raymond James Associates, Inc. | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $11,200 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $98 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |