2023 Form 5500 filing — Allegheny Millwork 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 20241015092010NAL0016048995001) for Allegheny Millwork 401(K) Plan, reported by Allegheny Millwork under EIN 25-1369567 and plan number 003. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092010NAL0016048995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegheny Millwork
- EIN
- 25-1369567
- Plan number
- 003
- Location
- Lawrence, PA
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,391,698
- Net assets (EOY)
- $14,391,698
- Employer contributions
- $509,340
- Participant contributions
- $995,033
- Total income / additions
- $3,416,768
- Benefits paid
- $2,463,478
- Administrative expenses
- $81,404
- Total expenses
- $2,544,882
- Net increase / (decrease)
- $871,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fragasso Financial Advisors | INVESTMENT ADVISORY | $33,765 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $12,848 | not reported in the loaded dataset |
| Metro Benefits, Inc | RECORDKEEPER | $7,995 | not reported in the loaded dataset |