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, Alianza 401k Plan is a benefit plan reported by Alianza, Inc. under EIN 04-3818230 and plan number 003. The latest loaded filing year is 2023. The filing reports 155 participants and $7,771,230 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,771,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,771,230
- Net assets (BOY)
- $4,974,627
Income & contributions
- Employer contributions
- $447,206
- Participant contributions
- $1,277,148
- Total contributions
- $2,124,714
- Total income / additions
- $3,154,343
Expenses & distributions
- Benefits paid
- $342,184
- Administrative expenses
- $15,810
- Total expenses
- $357,994
- Net increase / (decrease)
- $2,796,349