Allied Locke Industries, Inc. 401(K) Savings Plan — Form 5500 plan (Allied-Locke Industries, 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 Locke Industries, Inc. 401(K) Savings Plan is a benefit plan reported by Allied-Locke Industries, Inc. under EIN 36-2551805 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $16,504,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allied-Locke Industries, Inc.
EIN
36-2551805
Plan number
001
Plan type
2
Location
Dixon, IL
Latest filing year
2023
Participants
333
End-of-year plan assets
$16,504,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20241008153054NAL0009842691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,504,086
Total liabilities (EOY)
$0
Net assets (EOY)
$16,504,086
Net assets (BOY)
$14,385,839

Income & contributions

Employer contributions
$182,097
Participant contributions
$683,716
Total contributions
$865,813
Total income / additions
$3,324,135

Expenses & distributions

Benefits paid
$1,113,782
Administrative expenses
$87,410
Total expenses
$1,205,888
Net increase / (decrease)
$2,118,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Midland States BankNONE$87,702not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$6,9532023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages