2023 Form 5500 filing — The Allied Systems Company 401(K) Cash Or Deferred 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 20241014165540NAL0026767377001) for The Allied Systems Company 401(K) Cash Or Deferred Savings Plan, reported by Allied Systems Company under EIN 93-0656721 and plan number 002. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165540NAL0026767377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Systems Company
- EIN
- 93-0656721
- Plan number
- 002
- Location
- Sherwood, OR
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,237,509
- Total liabilities (EOY)
- $6,845
- Net assets (EOY)
- $12,230,664
- Employer contributions
- $160,682
- Participant contributions
- $628,423
- Total income / additions
- $2,890,903
- Benefits paid
- $295,005
- Administrative expenses
- $41,351
- Total expenses
- $352,678
- Net increase / (decrease)
- $2,538,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $34,506 | $0 |
| Prime Pensions Northwest LLC | TPA | $11,684 | $10,000 |