2023 Form 5500 filing — Allied Resources Group 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 20240910175234NAL0003157651001) for Allied Resources Group 401(K) Plan, reported by Allied Resources Group LLC under EIN 84-3908414 and plan number 001. It reports 766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910175234NAL0003157651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Resources Group LLC
- EIN
- 84-3908414
- Plan number
- 001
- Location
- Exton, PA
- Participants
- 766
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,204,537
- Total liabilities (EOY)
- $1,793
- Net assets (EOY)
- $18,202,744
- Employer contributions
- $1,188,606
- Participant contributions
- $2,613,322
- Total income / additions
- $10,347,601
- Benefits paid
- $1,971,932
- Administrative expenses
- $57,075
- Total expenses
- $2,029,007
- Net increase / (decrease)
- $8,318,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $40,723 | $0 |
| M2b Retirement Consulting, LLC | TPA | $16,352 | not reported in the loaded dataset |