2023 Form 5500 filing — Alliance Automation 401(K) 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 20241015170916NAL0029211265001) for Alliance Automation 401(K) Retirement Plan, reported by Alliance Automation, LLC under EIN 75-3164446 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170916NAL0029211265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Automation, LLC
- EIN
- 75-3164446
- Plan number
- 001
- Location
- Van Wert, OH
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,091,802
- Total liabilities (EOY)
- $42,452
- Net assets (EOY)
- $8,049,350
- Employer contributions
- $376,260
- Participant contributions
- $772,239
- Total income / additions
- $2,547,005
- Benefits paid
- $543,532
- Administrative expenses
- $74,898
- Total expenses
- $618,430
- Net increase / (decrease)
- $1,928,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $36,590 | $0 |
| Advisor'S Pride | NONE | $22,454 | not reported in the loaded dataset |
| Lpl Financial LLC | NONE | $15,114 | not reported in the loaded dataset |