Alliance Member Services, Inc. 401(K) Retirement P — Form 5500 plan (Alliance Member Services Inc.)
Plain-English plan 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, Alliance Member Services, Inc. 401(K) Retirement P is a benefit plan reported by Alliance Member Services Inc. under EIN 06-1555318 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $28,858,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Member Services Inc.
- EIN
- 06-1555318
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $28,858,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H | 20241015131850NAL0014704787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,858,143
- Net assets (EOY)
- $28,858,143
- Net assets (BOY)
- $22,782,196
Income & contributions
- Employer contributions
- $803,277
- Participant contributions
- $1,219,437
- Total contributions
- $2,237,439
- Total income / additions
- $6,800,159
Expenses & distributions
- Benefits paid
- $715,779
- Administrative expenses
- $8,433
- Total expenses
- $724,212
- Net increase / (decrease)
- $6,075,947
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.