2023 Form 5500 filing — Alliance For Positive Change 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 20250620085942NAL0005466208001) for Alliance For Positive Change Retirement Plan, reported by The Alliance For Positive Change under EIN 13-3562071 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250620085942NAL0005466208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Alliance For Positive Change
- EIN
- 13-3562071
- Plan number
- 001
- Location
- New York, NY
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,507,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,507,513
- Employer contributions
- $479,367
- Participant contributions
- $446,052
- Total income / additions
- $2,079,015
- Benefits paid
- $685,525
- Administrative expenses
- $10,369
- Total expenses
- $760,332
- Net increase / (decrease)
- $1,318,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT CUSTODIAN | $34,920 | $177 |
| Apw Capital Inc | ADVISOR | $10,722 | $0 |
| Altigro Pension Services, Inc. | THRID PARTY ADMIN | $5,890 | $0 |
| Aurora Insurance Services Inc | ADVISOR | $211 | $0 |