Alliance Industries, Inc. 401(K) Plan — Form 5500 plan (Alliance Industries, 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 Industries, Inc. 401(K) Plan is a benefit plan reported by Alliance Industries, Inc. under EIN 31-1368509 and plan number 002. The latest loaded filing year is 2023. The filing reports 910 participants and $13,598,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Industries, Inc.
EIN
31-1368509
Plan number
002
Plan type
2
Location
Marietta, OH
Latest filing year
2023
Participants
910
End-of-year plan assets
$13,598,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023910H, C20241015163859NAL0030369681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,598,456
Total liabilities (EOY)
$0
Net assets (EOY)
$13,598,456
Net assets (BOY)
$11,100,680

Income & contributions

Employer contributions
$525,105
Participant contributions
$1,389,454
Total contributions
$1,914,559
Total income / additions
$3,985,407

Expenses & distributions

Benefits paid
$1,444,464
Administrative expenses
$35,928
Total expenses
$1,487,631
Net increase / (decrease)
$2,497,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.N/A$30,159not reported in the loaded dataset2023
At Retirement Services, LLCN/A$5,712not reported in the loaded dataset2023

Related Form 5500 pages