2023 Form 5500 filing — Allied Equipment 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 20241008121742NAL0029789952001) for Allied Equipment 401(K) Plan, reported by Allied Equipment, Inc. under EIN 75-2203675 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241008121742NAL0029789952001
Filing year
2023
Form type
2
Plan sponsor
Allied Equipment, Inc.
EIN
75-2203675
Plan number
001
Location
Fredericksburg, TX
Participants
113
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,621,061
Total liabilities (EOY)
$947
Net assets (EOY)
$1,620,114
Employer contributions
$117,275
Participant contributions
$226,152
Total income / additions
$692,726
Benefits paid
$935,177
Administrative expenses
$18,773
Total expenses
$953,950
Net increase / (decrease)
-$261,224
Schedule source
Schedule H

Related Form 5500 pages