Plan5500

Alliance Group, Inc. 401(K) Plan — Form 5500 plan (Alliance Group, 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 Group, Inc. 401(K) Plan is a benefit plan reported by Alliance Group, Inc. under EIN 27-2004691 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $6,637,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Group, Inc.
EIN
27-2004691
Plan number
001
Plan type
2
Location
Essex Junction, VT
Latest filing year
2023
Participants
181
End-of-year plan assets
$6,637,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241008082746NAL0016332705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,637,678
Total liabilities (EOY)
$0
Net assets (EOY)
$6,637,678
Net assets (BOY)
$5,329,952

Income & contributions

Participant contributions
$658,915
Total contributions
$811,698
Total income / additions
$1,723,707

Expenses & distributions

Benefits paid
$410,679
Administrative expenses
$5,302
Total expenses
$415,981
Net increase / (decrease)
$1,307,726

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial GroupRIA AND IA$10,614not reported in the loaded dataset2023
Futureplan By AscensusTPA$2,929not reported in the loaded dataset2023

Related Form 5500 pages