2023 Form 5500 filing — Alliance Bank Retirement 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 20241014143658NAL0015118707001) for Alliance Bank Retirement Plan, reported by Alliance Bank under EIN 41-0362490 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143658NAL0015118707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Bank
- EIN
- 41-0362490
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,838,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,838,819
- Employer contributions
- $549,390
- Participant contributions
- $726,061
- Total income / additions
- $4,228,303
- Benefits paid
- $2,593,243
- Administrative expenses
- $23,368
- Total expenses
- $2,616,611
- Net increase / (decrease)
- $1,611,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifp Securities LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Copeland Buhl & Company Pllp | AUDITOR | $8,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $368 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |