2023 Form 5500 filing — Alliance Material Handling, 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 20241011151441NAL0044852386001) for Alliance Material Handling, Inc. 401(K) Plan, reported by Alliance Material Handling, Inc. under EIN 52-2323852 and plan number 003. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151441NAL0044852386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Material Handling, Inc.
- EIN
- 52-2323852
- Plan number
- 003
- Location
- Jessup, MD
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,024,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,024,799
- Employer contributions
- $233,468
- Participant contributions
- $819,014
- Total income / additions
- $2,897,761
- Benefits paid
- $1,566,137
- Administrative expenses
- $17,247
- Total expenses
- $1,668,328
- Net increase / (decrease)
- $1,229,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,246 | $0 |
| Greenspring Advisors LLC | INVESTMENT ADVISORY | $0 | $6,599 |
| Park Avenue Securities | OTHER SERVICES | $0 | $5,740 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |