Allstate Sales Group Inc 401(K) Plan — Form 5500 plan (Allstate Sales Group 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, Allstate Sales Group Inc 401(K) Plan is a benefit plan reported by Allstate Sales Group Inc under EIN 27-0265043 and plan number 001. The latest loaded filing year is 2023. The filing reports 815 participants and $9,856,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allstate Sales Group Inc
- EIN
- 27-0265043
- Plan number
- 001
- Plan type
- 2
- Location
- Holmdel, NJ
- Latest filing year
- 2023
- Participants
- 815
- End-of-year plan assets
- $9,856,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 815 | H, C | 20241217110741NAL0002490785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,856,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,856,253
- Net assets (BOY)
- $6,902,277
Income & contributions
- Employer contributions
- $939,122
- Participant contributions
- $1,674,465
- Total contributions
- $2,913,077
- Total income / additions
- $4,020,166
Expenses & distributions
- Benefits paid
- $955,861
- Administrative expenses
- $110,329
- Total expenses
- $1,066,190
- Net increase / (decrease)
- $2,953,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,505 | $0 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $35,697 | $6,920 | 2023 |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $19,127 | $76 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allstate Sales Group Inc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Holmdel, NJ
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation