Plan5500

Allies, Inc. 401(K) Plan — Form 5500 plan (Allies 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, Allies, Inc. 401(K) Plan is a benefit plan reported by Allies Inc. under EIN 22-3677684 and plan number 001. The latest loaded filing year is 2023. The filing reports 930 participants and $11,164,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allies Inc.
EIN
22-3677684
Plan number
001
Plan type
2
Location
Hamilton, NJ
Latest filing year
2023
Participants
930
End-of-year plan assets
$11,164,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023930H, C20241224090405NAL0010233553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,164,131
Total liabilities (EOY)
$0
Net assets (EOY)
$11,164,131
Net assets (BOY)
$9,173,235

Income & contributions

Employer contributions
$711,368
Participant contributions
$1,292,549
Total contributions
$2,133,120
Total income / additions
$3,687,069

Expenses & distributions

Benefits paid
$1,640,191
Administrative expenses
$55,982
Total expenses
$1,696,173
Net increase / (decrease)
$1,990,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fulton Financial AdvisorsNONE$55,982$02023

Related Form 5500 pages