Allied Resources Group 401(K) Plan — Form 5500 plan (Allied Resources Group 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, Allied Resources Group 401(K) Plan is a benefit plan reported by Allied Resources Group LLC under EIN 84-3908414 and plan number 001. The latest loaded filing year is 2023. The filing reports 766 participants and $18,204,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Resources Group LLC
- EIN
- 84-3908414
- Plan number
- 001
- Plan type
- 2
- Location
- Exton, PA
- Latest filing year
- 2023
- Participants
- 766
- End-of-year plan assets
- $18,204,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 766 | H, C | 20240910175234NAL0003157651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,204,537
- Total liabilities (EOY)
- $1,793
- Net assets (EOY)
- $18,202,744
- Net assets (BOY)
- $9,884,150
Income & contributions
- Employer contributions
- $1,188,606
- Participant contributions
- $2,613,322
- Total contributions
- $8,395,194
- Total income / additions
- $10,347,601
Expenses & distributions
- Benefits paid
- $1,971,932
- Administrative expenses
- $57,075
- Total expenses
- $2,029,007
- Net increase / (decrease)
- $8,318,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $40,723 | $0 | 2023 |
| M2b Retirement Consulting, LLC | TPA | $16,352 | not reported in the loaded dataset | 2023 |