403(B) Thrift Plan Of The Alliance Home Dba Chapel Pointe At Carlisle — Form 5500 plan (The Alliance Home)
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, 403(B) Thrift Plan Of The Alliance Home Dba Chapel Pointe At Carlisle is a benefit plan reported by The Alliance Home under EIN 23-1445658 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $3,749,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Alliance Home
- EIN
- 23-1445658
- Plan number
- 001
- Plan type
- 2
- Location
- Carlisle, PA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $3,749,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241015101719NAL0029229761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,749,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,749,005
- Net assets (BOY)
- $4,113,681
Income & contributions
- Employer contributions
- $139,251
- Participant contributions
- $234,632
- Total contributions
- $407,275
- Total income / additions
- $894,373
Expenses & distributions
- Benefits paid
- $1,258,078
- Administrative expenses
- $971
- Total expenses
- $1,259,049
- Net increase / (decrease)
- -$364,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $924 | $0 | 2023 |