2023 Form 5500 filing — Allegiance Fundraising LLC 401(K) Retirement 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 20241015163659NAL0029128577001) for Allegiance Fundraising LLC 401(K) Retirement Savings Plan, reported by Allegiance Fundraising LLC under EIN 82-3042218 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163659NAL0029128577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegiance Fundraising LLC
- EIN
- 82-3042218
- Plan number
- 001
- Location
- Fargo, ND
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,919,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,919,066
- Employer contributions
- $631,354
- Participant contributions
- $1,465,140
- Total income / additions
- $8,902,301
- Benefits paid
- $1,064,472
- Administrative expenses
- $7,212
- Total expenses
- $1,084,889
- Net increase / (decrease)
- $7,817,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Next Financial Group Inc | BROKER/ADVISER | $0 | $29,969 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $6,451 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $761 | $0 |