Allegheny Bradford 401(K) Retirement Plan — Form 5500 plan (Allegheny Bradford Corp.)
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, Allegheny Bradford 401(K) Retirement Plan is a benefit plan reported by Allegheny Bradford Corp. under EIN 25-1203932 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $12,401,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allegheny Bradford Corp.
- EIN
- 25-1203932
- Plan number
- 001
- Plan type
- 2
- Location
- Bradford, PA
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $12,401,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241015130702NAL0048042704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,401,283
- Total liabilities (EOY)
- $8,955
- Net assets (EOY)
- $12,392,328
- Net assets (BOY)
- $11,024,375
Income & contributions
- Employer contributions
- $173,705
- Participant contributions
- $613,435
- Total contributions
- $832,110
- Total income / additions
- $2,620,036
Expenses & distributions
- Benefits paid
- $1,231,979
- Administrative expenses
- $11,149
- Total expenses
- $1,252,083
- Net increase / (decrease)
- $1,367,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Parnters LLC | INVESTMENT ADVISORY | $0 | $28,488 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,498 | $0 | 2023 |
| M2b Retirement Consulting, LLC | TPA | $2,650 | $3,751 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allegheny Bradford Corp.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bradford, PA
- Global Retirement Parnters LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation