2023 Form 5500 filing — Donor Alliance, Inc. , 401k Plan And Trust
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 20241015192641NAL0049536096001) for Donor Alliance, Inc. , 401k Plan And Trust, reported by Donor Alliance, Inc. under EIN 84-1003771 and plan number 003. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192641NAL0049536096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donor Alliance, Inc.
- EIN
- 84-1003771
- Plan number
- 003
- Location
- Denver, CO
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,212,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,212,377
- Employer contributions
- $1,637,795
- Participant contributions
- $1,433,668
- Total income / additions
- $7,615,654
- Benefits paid
- $1,297,046
- Administrative expenses
- $8,068
- Total expenses
- $1,305,114
- Net increase / (decrease)
- $6,310,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | SERVICE PROVIDER | $0 | $77,208 |
| Tycor Benefit Administrators, Inc. | THIRD PARTY ADMIN | $0 | $6,255 |
| Alerus Financial | THIRD PARTY ADMIN | $0 | $5,554 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |