2023 Form 5500 filing — Alliance For A Healthier Generation 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 20250411142621NAL0038320912001) for Alliance For A Healthier Generation 401(K) Plan, reported by Alliance For A Healthier Generation under EIN 27-2028308 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.4MReported net assets$11,427,141
Participants151
Provider compensation$21K2 Schedule C row(s)$21,002
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250411142621NAL0038320912001
Plan sponsor
Alliance For A Healthier Generation
EIN
27-2028308
Plan number
001
Location
Portland, OR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$485.5K
Participant$764.9K
Full reported line items
Total assets (EOY)
$11,427,141
Total liabilities (EOY)
$0
Net assets (EOY)
$11,427,141
Employer contributions
$485,538
Participant contributions
$764,948
Total income / additions
$2,717,944
Benefits paid
$1,055,019
Administrative expenses
$50,474
Total expenses
$1,105,493
Net increase / (decrease)
$1,612,451
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    REGISTERED INVEST. ADV. · Direct $20.2K
  2. 2
    RECORDKEEPER · Direct $766 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411142621NAL0038320912001 cover?
It is the 2023 Form 5500 filing for Alliance For A Healthier Generation 401(K) Plan, reported by Alliance For A Healthier Generation (EIN 27-2028308).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages