2023 Form 5500 filing — Alliance Industrial Corporation Retirement 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 20241005113028NAL0013547777001) for Alliance Industrial Corporation Retirement Savings Plan, reported by Alliance Industrial Corporation under EIN 54-0939217 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241005113028NAL0013547777001
Filing year
2023
Form type
2
Plan sponsor
Alliance Industrial Corporation
EIN
54-0939217
Plan number
001
Location
Lynchburg, VA
Participants
159
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,974,846
Total liabilities (EOY)
$1,895
Net assets (EOY)
$19,972,951
Employer contributions
$313,197
Participant contributions
$625,993
Total income / additions
$3,272,868
Benefits paid
$1,647,651
Administrative expenses
$99,555
Total expenses
$1,748,324
Net increase / (decrease)
$1,524,544
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Unified Trust Company, N.A.0$50,749$0
Mass Mutual Life0$39,911not reported in the loaded dataset
Hci-Ebs, Inc.0$8,895not reported in the loaded dataset

Related Form 5500 pages