Alliance Water Resources, Inc. Profit Sharing/401k Plan — Form 5500 plan (Alliance Water Resources, 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 Water Resources, Inc. Profit Sharing/401k Plan is a benefit plan reported by Alliance Water Resources, Inc. under EIN 43-1082819 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $19,803,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Water Resources, Inc.
EIN
43-1082819
Plan number
001
Plan type
2
Location
Columbia, MO
Latest filing year
2023
Participants
388
End-of-year plan assets
$19,803,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023388H, C20240730103604NAL0011733699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,803,870
Total liabilities (EOY)
$6,750
Net assets (EOY)
$19,797,120
Net assets (BOY)
$17,618,950

Income & contributions

Employer contributions
$663,681
Participant contributions
$923,372
Total contributions
$1,588,271
Total income / additions
$4,887,143

Expenses & distributions

Benefits paid
$2,639,221
Administrative expenses
$65,514
Total expenses
$2,708,973
Net increase / (decrease)
$2,178,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv Inst Operations CoNONE$38,514$02023
Sageview Advisory GroupNONE$27,000not reported in the loaded dataset2023

Related Form 5500 pages