2023 Form 5500 filing — Alliance For Community Empowerment, Inc. Tax Sheltered Annuity 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 20240909105625NAL0005395457001) for Alliance For Community Empowerment, Inc. Tax Sheltered Annuity Plan, reported by Alliance For Community Empowerment, Inc. under EIN 06-0797841 and plan number 003. It reports 378 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)$6.4MReported net assets$6,429,853
Participants378
Provider compensation$23.3K2 Schedule C row(s)$23,253
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909105625NAL0005395457001
Plan sponsor
Alliance For Community Empowerment, Inc.
EIN
06-0797841
Plan number
003
Location
Bridgeport, CT
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$524.6K
Benefits paid / distributions$521.9K
Contributions
Employer$281.9K
Participant$402.5K
Full reported line items
Total assets (EOY)
$6,429,853
Total liabilities (EOY)
$0
Net assets (EOY)
$6,429,853
Employer contributions
$281,886
Participant contributions
$402,529
Total income / additions
$1,334,802
Benefits paid
$521,879
Administrative expenses
$9,225
Total expenses
$524,635
Net increase / (decrease)
$810,167
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $0 · Indirect $14K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $9.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909105625NAL0005395457001 cover?
It is the 2023 Form 5500 filing for Alliance For Community Empowerment, Inc. Tax Sheltered Annuity Plan, reported by Alliance For Community Empowerment, Inc. (EIN 06-0797841).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages