2023 Form 5500 filing — Alliance Laundry Systems Capital Appreciation 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 20241015150735NAL0050091568001) for Alliance Laundry Systems Capital Appreciation Plan, reported by Alliance Laundry Systems, LLC under EIN 39-1927923 and plan number 003. It reports 3,366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150735NAL0050091568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Laundry Systems, LLC
- EIN
- 39-1927923
- Plan number
- 003
- Location
- Ripon, WI
- Participants
- 3,366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,735,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,735,712
- Employer contributions
- $7,958,979
- Participant contributions
- $11,006,311
- Total income / additions
- $46,606,027
- Benefits paid
- $14,801,589
- Administrative expenses
- $236,167
- Total expenses
- $15,037,756
- Net increase / (decrease)
- $31,568,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thompson Hine | ATTORNEY/LEGAL | $94,802 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $60,174 | not reported in the loaded dataset |
| Robert W Baird | INVESTMENT ADVISOR | $38,334 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $28,442 | $0 |
| Cliftonlarsonallen Llp | ACCOUNTANT/ AUDITOR | $14,490 | not reported in the loaded dataset |