2023 Form 5500 filing — Allied Locke Industries, Inc. 401(K) Savings 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 20241008153054NAL0009842691001) for Allied Locke Industries, Inc. 401(K) Savings Plan, reported by Allied-Locke Industries, Inc. under EIN 36-2551805 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153054NAL0009842691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied-Locke Industries, Inc.
- EIN
- 36-2551805
- Plan number
- 001
- Location
- Dixon, IL
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,504,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,504,086
- Employer contributions
- $182,097
- Participant contributions
- $683,716
- Total income / additions
- $3,324,135
- Benefits paid
- $1,113,782
- Administrative expenses
- $87,410
- Total expenses
- $1,205,888
- Net increase / (decrease)
- $2,118,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Midland States Bank | NONE | $87,702 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $6,953 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |