Allied Power Services 401(K) Plan — Form 5500 plan (Allied Power Services, LLC)
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, Allied Power Services 401(K) Plan is a benefit plan reported by Allied Power Services, LLC under EIN 37-1857278 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $16,955,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Power Services, LLC
- EIN
- 37-1857278
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $16,955,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241216143601NAL0002310592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,955,952
- Total liabilities (EOY)
- $5,970
- Net assets (EOY)
- $16,949,982
- Net assets (BOY)
- $11,773,505
Income & contributions
- Employer contributions
- $929,589
- Participant contributions
- $2,694,958
- Total contributions
- $4,650,610
- Total income / additions
- $6,808,197
Expenses & distributions
- Benefits paid
- $1,479,115
- Administrative expenses
- $133,597
- Total expenses
- $1,631,720
- Net increase / (decrease)
- $5,176,477
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $115,876 | $0 | 2023 |
| Kestra Investment Services | BROKER | $0 | $69,623 | 2023 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY | $6,523 | not reported in the loaded dataset | 2023 |
| Jones Walker Llp | CONSULTING | $5,999 | not reported in the loaded dataset | 2023 |
| The Haslauer Group, Inc. | TPA | $5,200 | $138 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Power Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Investment Services — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation
- Jones Walker Llp — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation