2023 Form 5500 filing — Alliance Group Retirement 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 20241009105834NAL0037533826001) for Alliance Group Retirement Plan, reported by The Alliance Group under EIN 91-1858530 and plan number 001. It reports 2,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009105834NAL0037533826001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Alliance Group
- EIN
- 91-1858530
- Plan number
- 001
- Location
- Chandler, AZ
- Participants
- 2,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,360,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,360,521
- Employer contributions
- $1,716,493
- Participant contributions
- $3,929,057
- Total income / additions
- $11,874,262
- Benefits paid
- $4,436,089
- Administrative expenses
- $0
- Total expenses
- $4,493,320
- Net increase / (decrease)
- $7,380,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Feltz Wealthplan Inc | INVESTMENT ADVISOR | $158,789 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $16,651 | not reported in the loaded dataset |