Allbridge 401(K) Profit Sharing — Form 5500 plan (Allbridge)
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, Allbridge 401(K) Profit Sharing is a benefit plan reported by Allbridge under EIN 20-1526712 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $11,079,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allbridge
- EIN
- 20-1526712
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $11,079,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20240913100210NAL0011476017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,079,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,079,647
- Net assets (BOY)
- $9,758,263
Income & contributions
- Employer contributions
- $299,794
- Participant contributions
- $1,198,748
- Total contributions
- $1,696,532
- Total income / additions
- $3,599,956
Expenses & distributions
- Benefits paid
- $2,201,506
- Administrative expenses
- $35,081
- Total expenses
- $2,278,572
- Net increase / (decrease)
- $1,321,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,023 | $0 | 2023 |
| Wealth Advisory Group, Inc | INVESTMENT/FINANCIAL ADVI | $16,058 | $0 | 2023 |