Alliance Castings Company, LLC 401(K) Savings & Retirement Plan — Form 5500 plan (Alliance Castings Company, 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, Alliance Castings Company, LLC 401(K) Savings & Retirement Plan is a benefit plan reported by Alliance Castings Company, LLC under EIN 20-0254788 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $3,592,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Castings Company, LLC
EIN
20-0254788
Plan number
001
Plan type
2
Location
Alliance, OH
Latest filing year
2023
Participants
222
End-of-year plan assets
$3,592,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20240816080558NAL0024187616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,592,725
Net assets (EOY)
$3,592,725
Net assets (BOY)
$3,425,719

Income & contributions

Employer contributions
$10,658
Participant contributions
$38,305
Total contributions
$48,963
Total income / additions
$490,036

Expenses & distributions

Benefits paid
$306,783
Administrative expenses
$16,247
Total expenses
$323,030
Net increase / (decrease)
$167,006

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT ADVISORY$8,687not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORD KEEPER$7,560$02023

Related Form 5500 pages