Alliance Holdings, Inc. 401(K) Plan — Form 5500 plan (Alliance Holdings, 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 Holdings, Inc. 401(K) Plan is a benefit plan reported by Alliance Holdings, Inc. under EIN 23-2795681 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $16,732,193 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.7MPlan net assets, end of year$16,732,193
Participants194Covered participants reported
Assets / participant$86.2KComputed: assets ÷ participants$86,248 (computed)
Provider compensation$15.2K2 Schedule C provider row(s)$15,217
Plan sponsor
Alliance Holdings, Inc.
EIN
23-2795681
Plan number
002
Plan type
2
Location
Horsham, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    194 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.7M total assets
Net assets$16.7MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
EmployerNot reported
Participant$293.8K
Full reported line items

Net assets

Total assets (EOY)
$16,732,193
Total liabilities (EOY)
$0
Net assets (EOY)
$16,732,193
Net assets (BOY)
$17,506,902

Income & contributions

Participant contributions
$293,815
Total contributions
$358,978
Total income / additions
$2,637,530

Expenses & distributions

Benefits paid
$3,397,022
Administrative expenses
$15,217
Total expenses
$3,412,239
Net increase / (decrease)
-$774,709
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income129%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $15.2K · Indirect $0
  2. 2
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages