Alliance Funding Group 401(K) Plan — Form 5500 plan (Alliance Funding Group)
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 Funding Group 401(K) Plan is a benefit plan reported by Alliance Funding Group under EIN 33-0805823 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $8,637,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Funding Group
- EIN
- 33-0805823
- Plan number
- 001
- Plan type
- 2
- Location
- Tustin, CA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $8,637,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241001131656NAL0003285955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,637,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,637,017
- Net assets (BOY)
- $7,119,199
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,205,393
- Total contributions
- $1,442,569
- Total income / additions
- $2,670,526
Expenses & distributions
- Benefits paid
- $1,108,950
- Administrative expenses
- $38,272
- Total expenses
- $1,152,708
- Net increase / (decrease)
- $1,517,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,303 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $10,803 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $8,218 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $2,025 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Funding Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Tustin, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation