Allied Government Solutions, Inc. Retirement Plan — Form 5500 plan (Allied Government Solutions, 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, Allied Government Solutions, Inc. Retirement Plan is a benefit plan reported by Allied Government Solutions, Inc. under EIN 27-4329708 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $2,169,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allied Government Solutions, Inc.
EIN
27-4329708
Plan number
001
Plan type
2
Location
Dover, NH
Latest filing year
2023
Participants
234
End-of-year plan assets
$2,169,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20240828162529NAL0012370897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,169,052
Total liabilities (EOY)
$0
Net assets (EOY)
$2,169,052
Net assets (BOY)
$1,694,695

Income & contributions

Employer contributions
$485,884
Participant contributions
$51,311
Total contributions
$551,757
Total income / additions
$800,768

Expenses & distributions

Benefits paid
$313,159
Administrative expenses
$13,252
Total expenses
$326,411
Net increase / (decrease)
$474,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D Jones & CompanyINVESTMENT AD VISORY-PLAN$9,151$02023
Transamerica Life Insurance CompanyRECORDKEEPER$3,503$02023
Mesirow Financial, Inc.INVESTMENT ADVISORY-PLAN$373$02023
Compass Retirement Consulting GroupRECORDKEEPER$225$02023

Related Form 5500 pages