Strategic Alliance Business Group 401(K) Plan — Form 5500 plan (Strategic Alliance Business 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, Strategic Alliance Business Group 401(K) Plan is a benefit plan reported by Strategic Alliance Business Group under EIN 74-3145141 and plan number 002. The latest loaded filing year is 2023. The filing reports 279 participants and $19,646,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Alliance Business Group
- EIN
- 74-3145141
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $19,646,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240904090739NAL0032448944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,646,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,646,254
- Net assets (BOY)
- $13,798,117
Income & contributions
- Employer contributions
- $1,308,057
- Participant contributions
- $2,033,015
- Total contributions
- $4,894,329
- Total income / additions
- $7,435,960
Expenses & distributions
- Benefits paid
- $1,541,750
- Administrative expenses
- $38,940
- Total expenses
- $1,587,823
- Net increase / (decrease)
- $5,848,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $38,940 | $0 | 2023 |
| Voya Financial Advisors, Inc | SERVICE PROVIDER | $0 | $23,681 | 2023 |