2023 Form 5500 filing — Alliance Source Testing, 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 20241031142159NAL0002816544001) for Alliance Source Testing, LLC 401(K) Plan, reported by Alliance Source Testing, LLC under EIN 27-1569242 and plan number 001. It reports 1,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031142159NAL0002816544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Source Testing, LLC
- EIN
- 27-1569242
- Plan number
- 001
- Location
- Decatur, AL
- Participants
- 1,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,032,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,032,983
- Employer contributions
- $2,202,191
- Participant contributions
- $3,721,212
- Total income / additions
- $12,718,923
- Benefits paid
- $2,894,579
- Administrative expenses
- $170,118
- Total expenses
- $3,071,673
- Net increase / (decrease)
- $9,647,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $158,278 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,191 | not reported in the loaded dataset |
| Northwestern Mutual Investment Svcs | BROKER/ADVISOR | $0 | $17,111 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $7,099 | $10,000 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $3,682 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $108 |
| Morgan Stanley | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |