Alliance Shippers, Inc. 401(K) Savings Plan — Form 5500 plan (Alliance Shippers, Inc.)
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 Shippers, Inc. 401(K) Savings Plan is a benefit plan reported by Alliance Shippers, Inc. under EIN 22-2159176 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $33,383,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Shippers, Inc.
- EIN
- 22-2159176
- Plan number
- 001
- Plan type
- 3
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 531
- End-of-year plan assets
- $33,383,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 531 | H, C | 20240909143341NAL0002422291002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,383,974
- Net assets (EOY)
- $33,383,974
- Net assets (BOY)
- $32,535,762
Income & contributions
- Participant contributions
- $1,450,884
- Total contributions
- $1,450,884
- Total income / additions
- $6,717,315
Expenses & distributions
- Benefits paid
- $5,754,486
- Administrative expenses
- $98,595
- Total expenses
- $5,869,103
- Net increase / (decrease)
- $848,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $47,106 | $0 | 2023 |
| Raymond James Associates, Inc. | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $11,200 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $98 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Shippers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James Associates, Inc. — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation