Plan5500

Alliance Bank Retirement Plan — Form 5500 plan (Alliance Bank)

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 Bank Retirement Plan is a benefit plan reported by Alliance Bank under EIN 41-0362490 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $21,838,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Bank
EIN
41-0362490
Plan number
001
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
154
End-of-year plan assets
$21,838,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241014143658NAL0015118707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,838,819
Total liabilities (EOY)
$0
Net assets (EOY)
$21,838,819
Net assets (BOY)
$20,227,127

Income & contributions

Employer contributions
$549,390
Participant contributions
$726,061
Total contributions
$1,382,833
Total income / additions
$4,228,303

Expenses & distributions

Benefits paid
$2,593,243
Administrative expenses
$23,368
Total expenses
$2,616,611
Net increase / (decrease)
$1,611,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifp Securities LLCINVESTMENT ADVISOR$15,000not reported in the loaded dataset2023
Copeland Buhl & Company PllpAUDITOR$8,000not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$368not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages