2023 Form 5500 filing — Allied Exhaust Systems, Inc. 401(K) Profit Sharing 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 20240927122210NAL0001247699001) for Allied Exhaust Systems, Inc. 401(K) Profit Sharing Plan, reported by Allied Exhaust Systems, Inc. under EIN 68-0136255 and plan number 002. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927122210NAL0001247699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Exhaust Systems, Inc.
- EIN
- 68-0136255
- Plan number
- 002
- Location
- Fairfield, CA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,584,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,584,258
- Employer contributions
- $26,351
- Participant contributions
- $468,396
- Total income / additions
- $1,160,795
- Benefits paid
- $704,044
- Administrative expenses
- $43,857
- Total expenses
- $809,167
- Net increase / (decrease)
- $351,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $37,100 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,757 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $0 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |