Allegiance Fundraising LLC 401(K) Retirement Savings Plan — Form 5500 plan (Allegiance Fundraising LLC)
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, Allegiance Fundraising LLC 401(K) Retirement Savings Plan is a benefit plan reported by Allegiance Fundraising LLC under EIN 82-3042218 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $18,919,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allegiance Fundraising LLC
- EIN
- 82-3042218
- Plan number
- 001
- Plan type
- 2
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $18,919,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015163659NAL0029128577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,919,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,919,066
- Net assets (BOY)
- $11,101,654
Income & contributions
- Employer contributions
- $631,354
- Participant contributions
- $1,465,140
- Total contributions
- $6,623,194
- Total income / additions
- $8,902,301
Expenses & distributions
- Benefits paid
- $1,064,472
- Administrative expenses
- $7,212
- Total expenses
- $1,084,889
- Net increase / (decrease)
- $7,817,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Next Financial Group Inc | BROKER/ADVISER | $0 | $29,969 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $6,451 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $761 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allegiance Fundraising LLC
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- Next Financial Group Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation