Alegacy Group Retirement Plan — Form 5500 plan (Alegacy Group)
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, Alegacy Group Retirement Plan is a benefit plan reported by Alegacy Group under EIN 46-3548736 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $9,699,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alegacy Group
- EIN
- 46-3548736
- Plan number
- 002
- Plan type
- 2
- Location
- Waller, TX
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $9,699,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241004161801NAL0005816403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,699,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,699,400
- Net assets (BOY)
- $7,375,819
Income & contributions
- Employer contributions
- $611,590
- Participant contributions
- $1,099,076
- Total contributions
- $1,768,889
- Total income / additions
- $2,991,298
Expenses & distributions
- Benefits paid
- $665,182
- Administrative expenses
- $2,535
- Total expenses
- $667,717
- Net increase / (decrease)
- $2,323,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $2,535 | $0 | 2023 |