2023 Form 5500 filing — All Rise 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 20240829100821NAL0021396656001) for All Rise 401(K) Plan, reported by All Rise under EIN 54-1791197 and plan number 001. It reports 67 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.9MReported net assets$7,915,698
Participants67
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829100821NAL0021396656001
Plan sponsor
All Rise
EIN
54-1791197
Plan number
001
Location
Alexandria, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$178.9K
Benefits paid / distributions$156.2K
Contributions
Employer$539.5K
Participant$300.6K
Full reported line items
Total assets (EOY)
$7,915,698
Total liabilities (EOY)
$0
Net assets (EOY)
$7,915,698
Employer contributions
$539,450
Participant contributions
$300,572
Total income / additions
$1,911,422
Benefits paid
$156,205
Administrative expenses
$17,101
Total expenses
$178,913
Net increase / (decrease)
$1,732,509

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829100821NAL0021396656001 cover?
It is the 2023 Form 5500 filing for All Rise 401(K) Plan, reported by All Rise (EIN 54-1791197).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages