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, Allworth Financial 401(K) Plan is a benefit plan reported by Allworth Financial, Lp under EIN 68-0372662 and plan number 001. The latest loaded filing year is 2023. The filing reports 472 participants and $63,108,728 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,108,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,108,728
- Net assets (BOY)
- $45,795,465
Income & contributions
- Employer contributions
- $2,942,057
- Participant contributions
- $5,035,887
- Total contributions
- $12,222,885
- Total income / additions
- $22,153,166
Expenses & distributions
- Benefits paid
- $4,751,317
- Administrative expenses
- $62,618
- Total expenses
- $4,839,903
- Net increase / (decrease)
- $17,313,263