Allied Exhaust Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Allied Exhaust Systems, 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, Allied Exhaust Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Allied Exhaust Systems, Inc. under EIN 68-0136255 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $4,584,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Exhaust Systems, Inc.
- EIN
- 68-0136255
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, CA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $4,584,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20240927122210NAL0001247699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,584,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,584,258
- Net assets (BOY)
- $4,232,630
Income & contributions
- Employer contributions
- $26,351
- Participant contributions
- $468,396
- Total contributions
- $550,513
- Total income / additions
- $1,160,795
Expenses & distributions
- Benefits paid
- $704,044
- Administrative expenses
- $43,857
- Total expenses
- $809,167
- Net increase / (decrease)
- $351,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $37,100 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,757 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $0 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Exhaust Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fairfield, CA
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation