2023 Form 5500 filing — Allegiance Crane & Equipment, LLC 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 20241004141924NAL0006767475001) for Allegiance Crane & Equipment, LLC 401(K) Plan, reported by Allegiance Crane & Equipment, LLC under EIN 27-3373689 and plan number 001. It reports 492 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)$16.2MReported net assets$16,194,420
Participants492
Provider compensation$72.6K3 Schedule C row(s)$72,574
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004141924NAL0006767475001
- Plan sponsor
- Allegiance Crane & Equipment, LLC
- EIN
- 27-3373689
- 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)$16.2M total assets
Net assets$16.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $16,194,420
- Net assets (EOY)
- $16,194,420
- Employer contributions
- $1,126,221
- Participant contributions
- $2,138,408
- Total income / additions
- $5,811,845
- Benefits paid
- $2,343,472
- Administrative expenses
- $76,804
- Total expenses
- $2,420,276
- Net increase / (decrease)
- $3,391,569
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services In | INVESTMENT ADVISORY-PLAN | $38,109 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $24,150 | $0 |
| Nova 401(K) Associates, Inc. | THIRD PARTY ADMINISTRATOR | $9,835 | $480 |