Allosource Employees' Retirement Plan — Form 5500 plan (Allosource)
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, Allosource Employees' Retirement Plan is a benefit plan reported by Allosource under EIN 84-1327507 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $56,948,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allosource
- EIN
- 84-1327507
- Plan number
- 001
- Plan type
- 2
- Location
- Centennial, CO
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $56,948,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20241015112652NAL0014485539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,948,424
- Net assets (EOY)
- $56,948,424
- Net assets (BOY)
- $48,211,817
Income & contributions
- Employer contributions
- $901,970
- Participant contributions
- $3,059,015
- Total contributions
- $4,094,081
- Total income / additions
- $13,028,427
Expenses & distributions
- Benefits paid
- $4,158,257
- Administrative expenses
- $133,563
- Total expenses
- $4,291,820
- Net increase / (decrease)
- $8,736,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $83,563 | $0 | 2023 |
| Ima Wealth | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |