2023 Form 5500 filing — Alliance Castings Company, LLC 401(K) Savings & 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 20240816080558NAL0024187616001) for Alliance Castings Company, LLC 401(K) Savings & Retirement Plan, reported by Alliance Castings Company, LLC under EIN 20-0254788 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816080558NAL0024187616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Castings Company, LLC
- EIN
- 20-0254788
- Plan number
- 001
- Location
- Alliance, OH
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,592,725
- Net assets (EOY)
- $3,592,725
- Employer contributions
- $10,658
- Participant contributions
- $38,305
- Total income / additions
- $490,036
- Benefits paid
- $306,783
- Administrative expenses
- $16,247
- Total expenses
- $323,030
- Net increase / (decrease)
- $167,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISORY | $8,687 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORD KEEPER | $7,560 | $0 |