2023 Form 5500 filing — Alliance Tractor, LLC 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 20241014200412NAL0027074641001) for Alliance Tractor, LLC 401(K) Plan, reported by Alliance Tractor, LLC under EIN 47-2752268 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014200412NAL0027074641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Tractor, LLC
- EIN
- 47-2752268
- Plan number
- 001
- Location
- Mattoon, IL
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,230,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,230,714
- Employer contributions
- $94,300
- Participant contributions
- $761,321
- Total income / additions
- $2,208,792
- Benefits paid
- $316,402
- Administrative expenses
- $51,998
- Total expenses
- $368,400
- Net increase / (decrease)
- $1,840,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,098 | $0 |
| First Mid-Illinois Bank & Trust | INVESTMENT ADVISOR | $26,832 | not reported in the loaded dataset |
| Futureplan By Ascensus - Bpc | CONTRACT ADMIN | $300 | $2,521 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $150 | $902 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $140 | not reported in the loaded dataset |