Allyis Retirement Plan — Form 5500 plan (Allyis)
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, Allyis Retirement Plan is a benefit plan reported by Allyis under EIN 91-1862878 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $8,659,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allyis
- EIN
- 91-1862878
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $8,659,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20240716053731NAL0003736864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,659,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,659,638
- Net assets (BOY)
- $7,306,784
Income & contributions
- Employer contributions
- $117,335
- Participant contributions
- $669,044
- Total contributions
- $790,005
- Total income / additions
- $2,607,455
Expenses & distributions
- Benefits paid
- $1,195,945
- Administrative expenses
- $28,003
- Total expenses
- $1,254,601
- Net increase / (decrease)
- $1,352,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Scs | INVESTMENT/FINANCIAL ADVI | $15,797 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $12,206 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |