Allegiance Crane & Equipment, LLC 401(K) Plan — Form 5500 plan (Allegiance Crane & Equipment, 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, Allegiance Crane & Equipment, LLC 401(K) Plan is a benefit plan reported by Allegiance Crane & Equipment, LLC under EIN 27-3373689 and plan number 001. The latest loaded filing year is 2023. The filing reports 492 participants and $16,194,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allegiance Crane & Equipment, LLC
- EIN
- 27-3373689
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 492
- End-of-year plan assets
- $16,194,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 492 | H, C | 20241004141924NAL0006767475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,194,420
- Net assets (EOY)
- $16,194,420
- Net assets (BOY)
- $8,720,486
Income & contributions
- Employer contributions
- $1,126,221
- Participant contributions
- $2,138,408
- Total contributions
- $3,596,118
- Total income / additions
- $5,811,845
Expenses & distributions
- Benefits paid
- $2,343,472
- Administrative expenses
- $76,804
- Total expenses
- $2,420,276
- Net increase / (decrease)
- $3,391,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services In | INVESTMENT ADVISORY-PLAN | $38,109 | $0 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $24,150 | $0 | 2023 |
| Nova 401(K) Associates, Inc. | THIRD PARTY ADMINISTRATOR | $9,835 | $480 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allegiance Crane & Equipment, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Raymond James Financial Services In — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Nova 401(K) Associates, Inc. — Schedule C compensation