Alliantgroup Lp 401(K) Plan — Form 5500 plan (Alliantgroup Lp)
Plain-English plan 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, Alliantgroup Lp 401(K) Plan is a benefit plan reported by Alliantgroup Lp under EIN 04-3647277 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,001 participants and $31,724,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliantgroup Lp
- EIN
- 04-3647277
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,001
- End-of-year plan assets
- $31,724,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,001 | H, C | 20240926094423NAL0000309715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,724,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,724,539
- Net assets (BOY)
- $24,322,451
Income & contributions
- Employer contributions
- $1,178,018
- Participant contributions
- $4,038,031
- Total contributions
- $5,297,961
- Total income / additions
- $9,817,985
Expenses & distributions
- Benefits paid
- $2,295,542
- Administrative expenses
- $110,009
- Total expenses
- $2,415,897
- Net increase / (decrease)
- $7,402,088
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $92,847 | $0 | 2023 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $25,788 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $13,062 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $4,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliantgroup Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation