2023 Form 5500 filing — Allegheny Bradford 401(K) 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 20241015130702NAL0048042704001) for Allegheny Bradford 401(K) Retirement Plan, reported by Allegheny Bradford Corp. under EIN 25-1203932 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130702NAL0048042704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegheny Bradford Corp.
- EIN
- 25-1203932
- Plan number
- 001
- Location
- Bradford, PA
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,401,283
- Total liabilities (EOY)
- $8,955
- Net assets (EOY)
- $12,392,328
- Employer contributions
- $173,705
- Participant contributions
- $613,435
- Total income / additions
- $2,620,036
- Benefits paid
- $1,231,979
- Administrative expenses
- $11,149
- Total expenses
- $1,252,083
- Net increase / (decrease)
- $1,367,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Parnters LLC | INVESTMENT ADVISORY | $0 | $28,488 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,498 | $0 |
| M2b Retirement Consulting, LLC | TPA | $2,650 | $3,751 |