2023 Form 5500 filing — Alliance Residential Realty 401(K) 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 20240730124434NAL0013385123002) for Alliance Residential Realty 401(K) Plan, reported by Alliance Residential Realty LLC under EIN 84-4560797 and plan number 001. It reports 2,250 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)$80.8MReported net assets$80,808,886
Participants2.3K2,250
Provider compensation$241K3 Schedule C row(s)$240,958
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730124434NAL0013385123002
- Plan sponsor
- Alliance Residential Realty LLC
- EIN
- 84-4560797
- Plan number
- 001
- Location
- Scottsdale, AZ
- 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)$80.8M total assets
Net assets$80.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $80,808,886
- Net assets (EOY)
- $80,808,886
- Employer contributions
- $1,385,749
- Participant contributions
- $6,864,645
- Total income / additions
- $20,481,878
- Benefits paid
- $6,999,695
- Administrative expenses
- $242,341
- Total expenses
- $7,242,036
- Net increase / (decrease)
- $13,239,842
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $158,722 | $0 |
| Merrill Lynch, Pierce, Fenner & Smi | INVESTMENT ADVISOR | $69,736 | not reported in the loaded dataset |
| Evers Robinson Ltd | AUDITOR | $12,500 | not reported in the loaded dataset |