2023 Form 5500 filing — Allied Power Services 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 20241216143601NAL0002310592001) for Allied Power Services 401(K) Plan, reported by Allied Power Services, LLC under EIN 37-1857278 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216143601NAL0002310592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Power Services, LLC
- EIN
- 37-1857278
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,955,952
- Total liabilities (EOY)
- $5,970
- Net assets (EOY)
- $16,949,982
- Employer contributions
- $929,589
- Participant contributions
- $2,694,958
- Total income / additions
- $6,808,197
- Benefits paid
- $1,479,115
- Administrative expenses
- $133,597
- Total expenses
- $1,631,720
- Net increase / (decrease)
- $5,176,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $115,876 | $0 |
| Kestra Investment Services | BROKER | $0 | $69,623 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY | $6,523 | not reported in the loaded dataset |
| Jones Walker Llp | CONSULTING | $5,999 | not reported in the loaded dataset |
| The Haslauer Group, Inc. | TPA | $5,200 | $138 |