Alliance Laundry Systems Capital Appreciation Plan — Form 5500 plan (Alliance Laundry Systems, 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, Alliance Laundry Systems Capital Appreciation Plan is a benefit plan reported by Alliance Laundry Systems, LLC under EIN 39-1927923 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,366 participants and $177,735,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Laundry Systems, LLC
- EIN
- 39-1927923
- Plan number
- 003
- Plan type
- 2
- Location
- Ripon, WI
- Latest filing year
- 2023
- Participants
- 3,366
- End-of-year plan assets
- $177,735,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,366 | H, C | 20241015150735NAL0050091568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $177,735,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,735,712
- Net assets (BOY)
- $142,555,575
Income & contributions
- Employer contributions
- $7,958,979
- Participant contributions
- $11,006,311
- Total contributions
- $20,864,938
- Total income / additions
- $46,606,027
Expenses & distributions
- Benefits paid
- $14,801,589
- Administrative expenses
- $236,167
- Total expenses
- $15,037,756
- Net increase / (decrease)
- $31,568,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thompson Hine | ATTORNEY/LEGAL | $94,802 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $60,174 | not reported in the loaded dataset | 2023 |
| Robert W Baird | INVESTMENT ADVISOR | $38,334 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $28,442 | $0 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/ AUDITOR | $14,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Laundry Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Ripon, WI
- Thompson Hine — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Robert W Baird — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation