A.L. George LLC. 401(K) Salary Savings Plan — Form 5500 plan (A.L. George LLC)
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, A.L. George LLC. 401(K) Salary Savings Plan is a benefit plan reported by A.L. George LLC under EIN 16-1613705 and plan number 002. The latest loaded filing year is 2023. The filing reports 299 participants and $15,743,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.L. George LLC
- EIN
- 16-1613705
- Plan number
- 002
- Plan type
- 2
- Location
- Liverpool, NY
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $15,743,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241007151607NAL0015400305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,743,316
- Total liabilities (EOY)
- $3,093
- Net assets (EOY)
- $15,740,223
- Net assets (BOY)
- $14,112,511
Income & contributions
- Employer contributions
- $211,778
- Participant contributions
- $585,550
- Total contributions
- $890,291
- Total income / additions
- $3,028,206
Expenses & distributions
- Benefits paid
- $1,379,991
- Administrative expenses
- $6,591
- Total expenses
- $1,400,494
- Net increase / (decrease)
- $1,627,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | BROKER/ADVISER | $0 | $29,567 | 2023 |
| Piaker & Lyons Pc | AUDITOR | $11,750 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $4,024 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $373 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.L. George LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Liverpool, NY
- Rbc Capital Markets LLC — Schedule C compensation
- Piaker & Lyons Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation