2023 Form 5500 filing — Alliance Group, Inc. 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 20241008082746NAL0016332705001) for Alliance Group, Inc. 401(K) Plan, reported by Alliance Group, Inc. under EIN 27-2004691 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008082746NAL0016332705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Group, Inc.
- EIN
- 27-2004691
- Plan number
- 001
- Location
- Essex Junction, VT
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,637,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,637,678
- Participant contributions
- $658,915
- Total income / additions
- $1,723,707
- Benefits paid
- $410,679
- Administrative expenses
- $5,302
- Total expenses
- $415,981
- Net increase / (decrease)
- $1,307,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | RIA AND IA | $10,614 | not reported in the loaded dataset |
| Futureplan By Ascensus | TPA | $2,929 | not reported in the loaded dataset |