Alliance For Positive Change Retirement Plan — Form 5500 plan (The Alliance For Positive Change)
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, Alliance For Positive Change Retirement Plan is a benefit plan reported by The Alliance For Positive Change under EIN 13-3562071 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $10,507,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Alliance For Positive Change
- EIN
- 13-3562071
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $10,507,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20250620085942NAL0005466208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,507,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,507,513
- Net assets (BOY)
- $9,188,830
Income & contributions
- Employer contributions
- $479,367
- Participant contributions
- $446,052
- Total contributions
- $925,419
- Total income / additions
- $2,079,015
Expenses & distributions
- Benefits paid
- $685,525
- Administrative expenses
- $10,369
- Total expenses
- $760,332
- Net increase / (decrease)
- $1,318,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT CUSTODIAN | $34,920 | $177 | 2023 |
| Apw Capital Inc | ADVISOR | $10,722 | $0 | 2023 |
| Altigro Pension Services, Inc. | THRID PARTY ADMIN | $5,890 | $0 | 2023 |
| Aurora Insurance Services Inc | ADVISOR | $211 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Alliance For Positive Change
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Nationwide — Schedule C compensation
- Apw Capital Inc — Schedule C compensation
- Altigro Pension Services, Inc. — Schedule C compensation
- Aurora Insurance Services Inc — Schedule C compensation