2023 Form 5500 filing — Alliance Solutions Group 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 20241014143345NAL0015112323001) for Alliance Solutions Group LLC 401(K) Plan, reported by Alliance Solutions Group LLC under EIN 20-2735436 and plan number 003. It reports 56 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,252,108
Participants56
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014143345NAL0015112323001
Plan sponsor
Alliance Solutions Group LLC
EIN
20-2735436
Plan number
003
Location
Sarasota, FL
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$675.5K
Total expenses$70.1K
Benefits paid / distributions$67.9K
Contributions
Employer$0
Participant$299.4K
Full reported line items
Total assets (EOY)
$2,252,108
Total liabilities (EOY)
$0
Net assets (EOY)
$2,252,108
Employer contributions
$0
Participant contributions
$299,431
Total income / additions
$675,534
Benefits paid
$67,862
Administrative expenses
$2,241
Total expenses
$70,103
Net increase / (decrease)
$605,431

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014143345NAL0015112323001 cover?
It is the 2023 Form 5500 filing for Alliance Solutions Group LLC 401(K) Plan, reported by Alliance Solutions Group LLC (EIN 20-2735436).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages