2023 Form 5500 filing — Allegiance Crane & Equipment, LLC 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 20241004141924NAL0006767475001) for Allegiance Crane & Equipment, LLC 401(K) Plan, reported by Allegiance Crane & Equipment, LLC under EIN 27-3373689 and plan number 001. It reports 492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141924NAL0006767475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegiance Crane & Equipment, LLC
- EIN
- 27-3373689
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,194,420
- Net assets (EOY)
- $16,194,420
- Employer contributions
- $1,126,221
- Participant contributions
- $2,138,408
- Total income / additions
- $5,811,845
- Benefits paid
- $2,343,472
- Administrative expenses
- $76,804
- Total expenses
- $2,420,276
- Net increase / (decrease)
- $3,391,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services In | INVESTMENT ADVISORY-PLAN | $38,109 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $24,150 | $0 |
| Nova 401(K) Associates, Inc. | THIRD PARTY ADMINISTRATOR | $9,835 | $480 |