Alliance Partners 401(K) Plan — Form 5500 plan (Ncp Capco Development Co, 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 Partners 401(K) Plan is a benefit plan reported by Ncp Capco Development Co, Inc. under EIN 46-0480008 and plan number 002. The latest loaded filing year is 2023. The filing reports 272 participants and $6,389,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ncp Capco Development Co, Inc.
EIN
46-0480008
Plan number
002
Plan type
3
Location
Birmingham, AL
Latest filing year
2023
Participants
272
End-of-year plan assets
$6,389,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20240604161544NAL0019890497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,389,439
Total liabilities (EOY)
$0
Net assets (EOY)
$6,389,439
Net assets (BOY)
$5,149,393

Income & contributions

Employer contributions
$205,575
Participant contributions
$630,053
Total contributions
$851,776
Total income / additions
$1,780,295

Expenses & distributions

Benefits paid
$513,961
Administrative expenses
$26,288
Total expenses
$540,249
Net increase / (decrease)
$1,240,046

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCRIA$26,288$02023

Related Form 5500 pages