2023 Form 5500 filing — The Advocacy Alliance Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716130246NAL0005153568001) for The Advocacy Alliance Retirement Plan, reported by The Advocacy Alliance under EIN 24-0829843 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.1MReported net assets$5,075,839
Participants152
Provider compensation$47.7K4 Schedule C row(s)$47,702
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240716130246NAL0005153568001
- Plan sponsor
- The Advocacy Alliance
- EIN
- 24-0829843
- Plan number
- 001
- Location
- Scranton, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,075,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,075,839
- Employer contributions
- $313,594
- Participant contributions
- $188,028
- Total income / additions
- $1,319,522
- Benefits paid
- $596,956
- Administrative expenses
- $37,149
- Total expenses
- $634,105
- Net increase / (decrease)
- $685,417
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,149 | $0 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $10,553 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |