2023 Form 5500 filing — Allied Electric, Inc. 401(K) Savings And 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 20241015131315NAL0057768946001) for Allied Electric, Inc. 401(K) Savings And Retirement Plan, reported by Allied Electric, Inc. under EIN 38-1889686 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.1MReported net assets$14,097,711
Participants172
Provider compensation$62.8K2 Schedule C row(s)$62,815
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015131315NAL0057768946001
- Plan sponsor
- Allied Electric, Inc.
- EIN
- 38-1889686
- Plan number
- 001
- Location
- Grand Rapids, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,097,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,097,711
- Employer contributions
- $338,897
- Participant contributions
- $628,427
- Total income / additions
- $3,017,400
- Benefits paid
- $1,703,684
- Administrative expenses
- $64,504
- Total expenses
- $1,768,188
- Net increase / (decrease)
- $1,249,212
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advisory Alpha, LLC | NONE | $59,511 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $3,304 | $0 |