2023 Form 5500 filing — Allego Inc 401(K) Profit Sharing Plan And Trust
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 20240918120434NAL0002558803001) for Allego Inc 401(K) Profit Sharing Plan And Trust, reported by Allego Inc under EIN 37-1884196 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918120434NAL0002558803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allego Inc
- EIN
- 37-1884196
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,152,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,152,313
- Employer contributions
- $273,528
- Participant contributions
- $1,820,367
- Total income / additions
- $4,583,754
- Benefits paid
- $1,188,774
- Administrative expenses
- $46,356
- Total expenses
- $1,235,130
- Net increase / (decrease)
- $3,348,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Ascent Group, LLC | SERVICE PROVIDER | $0 | $20,947 |
| Ascensus | THIRD PARTY ADMINISTRATO | $0 | $8,917 |
| Asset Strategy Advisors LLC | SERVICE PROVIDER | $0 | $8,160 |