2023 Form 5500 filing — Allied Employer Group 401(K) 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 20240729111153NAL0012442323001) for Allied Employer Group 401(K) Retirement Plan, reported by Allied Workforce, Inc. under EIN 75-2133642 and plan number 001. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729111153NAL0012442323001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Allied Workforce, Inc.
- EIN
- 75-2133642
- Plan number
- 001
- Location
- Abilene, TX
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,254,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,254,248
- Employer contributions
- $214,605
- Participant contributions
- $501,766
- Total income / additions
- $1,349,967
- Benefits paid
- $699,119
- Administrative expenses
- $22,850
- Total expenses
- $740,883
- Net increase / (decrease)
- $609,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $45,543 | $17,687 |
| Ameriprise Financial Services | BROKER/ADVISO R | $0 | $28,110 |
| Pension Planning Consultants, Inc. | TPA | $17,227 | $0 |
| Meeder Investment Management | INVESTMENT MANAGEMENT | $11,398 | $0 |