How many benefit plans does Allegiance Fundraising report on Form 5500?

Allegiance Fundraising (EIN 82-3042218) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Allegiance Fundraising?

The Employer Identification Number (EIN) reported for Allegiance Fundraising is 82-3042218.

What is the latest Form 5500 filing year for Allegiance Fundraising?

The latest loaded Form 5500 filing year for Allegiance Fundraising is 2023.

Allegiance Fundraising — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 82-3042218) is a plan sponsor located in Wakefield, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 82-3042218
Location: Wakefield, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $18,919,066
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $18,919,066

Contributions & income

Employer contributions: $631,354
Participant contributions: $1,465,140
Total income / additions: $8,902,301

Expenses & distributions

Benefits paid / distributions: $1,064,472
Total expenses: $1,084,889
Net increase / (decrease): $7,817,412

Coverage

Total reported participants: 301
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Allegiance Fundraising plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Allegiance Fundraising LLC 401(K) Retirement Savings Plan	001	158	$18,919,066	2023
Allegiance Fundraising Health And Welfare Plan	501	143	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allegiance Fundraising
Year	Plan	Participants	Schedules	Filing
2023	Allegiance Fundraising Health And Welfare Plan	143	—	20240715183039NAL0001158019001
2023	Allegiance Fundraising LLC 401(K) Retirement Savings Plan	158	H, C	20241015163659NAL0029128577001