2023 Form 5500 filing — Alliantgroup Lp 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 20240926094423NAL0000309715001) for Alliantgroup Lp 401(K) Plan, reported by Alliantgroup Lp under EIN 04-3647277 and plan number 001. It reports 1,001 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)$31.7MReported net assets$31,724,539
Participants1K1,001
Provider compensation$135.8K4 Schedule C row(s)$135,797
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926094423NAL0000309715001
- Plan sponsor
- Alliantgroup Lp
- EIN
- 04-3647277
- Plan number
- 001
- Location
- Houston, TX
- 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)$31.7M total assets
Net assets$31.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,724,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,724,539
- Employer contributions
- $1,178,018
- Participant contributions
- $4,038,031
- Total income / additions
- $9,817,985
- Benefits paid
- $2,295,542
- Administrative expenses
- $110,009
- Total expenses
- $2,415,897
- Net increase / (decrease)
- $7,402,088
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $92,847 | $0 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $25,788 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $13,062 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDITOR | $4,100 | not reported in the loaded dataset |