2023 Form 5500 filing — A.L. George LLC. 401(K) Salary 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 20241007151607NAL0015400305001) for A.L. George LLC. 401(K) Salary Savings Plan, reported by A.L. George LLC under EIN 16-1613705 and plan number 002. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007151607NAL0015400305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.L. George LLC
- EIN
- 16-1613705
- Plan number
- 002
- Location
- Liverpool, NY
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,743,316
- Total liabilities (EOY)
- $3,093
- Net assets (EOY)
- $15,740,223
- Employer contributions
- $211,778
- Participant contributions
- $585,550
- Total income / additions
- $3,028,206
- Benefits paid
- $1,379,991
- Administrative expenses
- $6,591
- Total expenses
- $1,400,494
- Net increase / (decrease)
- $1,627,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | BROKER/ADVISER | $0 | $29,567 |
| Piaker & Lyons Pc | AUDITOR | $11,750 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $4,024 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $373 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 |