2023 Form 5500 filing — Allata, 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 20241010132150NAL0020134257001) for Allata, LLC 401(K) Plan, reported by Allata, LLC under EIN 47-2278486 and plan number 001. It reports 169 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)$6MReported net assets$5,961,929
Participants169
Provider compensation$8001 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010132150NAL0020134257001
Plan sponsor
Allata, LLC
EIN
47-2278486
Plan number
001
Location
Dallas, TX
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$444.4K
Benefits paid / distributions$401.5K
Contributions
Employer$606.1K
Participant$1.3M
Full reported line items
Total assets (EOY)
$5,961,929
Total liabilities (EOY)
$0
Net assets (EOY)
$5,961,929
Employer contributions
$606,064
Participant contributions
$1,300,082
Total income / additions
$3,018,115
Benefits paid
$401,475
Administrative expenses
$42,877
Total expenses
$444,352
Net increase / (decrease)
$2,573,763
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $800 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010132150NAL0020134257001 cover?
It is the 2023 Form 5500 filing for Allata, LLC 401(K) Plan, reported by Allata, LLC (EIN 47-2278486).
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