Alliance Group, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Alliance Group, Inc. under EIN 27-2004691 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $13,910,602 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
002
Plan type
2
Location
Essex Junction, VT
Latest filing year
2023
Participants
116
End-of-year plan assets
$13,910,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116I20241015072258NAL0046899568001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$13,910,602
Total liabilities (EOY)
$0
Net assets (EOY)
$13,910,602
Net assets (BOY)
$766,086

Income & contributions

Total income / additions
$13,144,516

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$13,144,516

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages