Alliance Industrial Corporation Retirement Savings Plan — Form 5500 plan (Alliance Industrial Corporation)
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 Industrial Corporation Retirement Savings Plan is a benefit plan reported by Alliance Industrial Corporation under EIN 54-0939217 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $19,974,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Industrial Corporation
- EIN
- 54-0939217
- Plan number
- 001
- Plan type
- 2
- Location
- Lynchburg, VA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $19,974,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241005113028NAL0013547777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,974,846
- Total liabilities (EOY)
- $1,895
- Net assets (EOY)
- $19,972,951
- Net assets (BOY)
- $18,448,407
Income & contributions
- Employer contributions
- $313,197
- Participant contributions
- $625,993
- Total contributions
- $939,190
- Total income / additions
- $3,272,868
Expenses & distributions
- Benefits paid
- $1,647,651
- Administrative expenses
- $99,555
- Total expenses
- $1,748,324
- Net increase / (decrease)
- $1,524,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Trust Company, N.A. | 0 | $50,749 | $0 | 2023 |
| Mass Mutual Life | 0 | $39,911 | not reported in the loaded dataset | 2023 |
| Hci-Ebs, Inc. | 0 | $8,895 | not reported in the loaded dataset | 2023 |