Alliance Source Testing, LLC 401(K) Plan — Form 5500 plan (Alliance Source Testing, LLC)
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 Source Testing, LLC 401(K) Plan is a benefit plan reported by Alliance Source Testing, LLC under EIN 27-1569242 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,139 participants and $30,032,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Source Testing, LLC
- EIN
- 27-1569242
- Plan number
- 001
- Plan type
- 2
- Location
- Decatur, AL
- Latest filing year
- 2023
- Participants
- 1,139
- End-of-year plan assets
- $30,032,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,139 | H, C | 20241031142159NAL0002816544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,032,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,032,983
- Net assets (BOY)
- $20,385,733
Income & contributions
- Employer contributions
- $2,202,191
- Participant contributions
- $3,721,212
- Total contributions
- $8,525,167
- Total income / additions
- $12,718,923
Expenses & distributions
- Benefits paid
- $2,894,579
- Administrative expenses
- $170,118
- Total expenses
- $3,071,673
- Net increase / (decrease)
- $9,647,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $158,278 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,191 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISOR | $0 | $17,111 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $7,099 | $10,000 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $3,682 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $108 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Source Testing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Decatur, AL
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Morgan Stanley — Schedule C compensation