2023 Form 5500 filing — Allstate Sales Group Inc 401(K) 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 20241217110741NAL0002490785001) for Allstate Sales Group Inc 401(K) Plan, reported by Allstate Sales Group Inc under EIN 27-0265043 and plan number 001. It reports 815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241217110741NAL0002490785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allstate Sales Group Inc
- EIN
- 27-0265043
- Plan number
- 001
- Location
- Holmdel, NJ
- Participants
- 815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,856,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,856,253
- Employer contributions
- $939,122
- Participant contributions
- $1,674,465
- Total income / additions
- $4,020,166
- Benefits paid
- $955,861
- Administrative expenses
- $110,329
- Total expenses
- $1,066,190
- Net increase / (decrease)
- $2,953,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,505 | $0 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $35,697 | $6,920 |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $19,127 | $76 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |