Allego Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Allego 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, Allego Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Allego Inc under EIN 37-1884196 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $12,152,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allego Inc
- EIN
- 37-1884196
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $12,152,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20240918120434NAL0002558803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,152,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,152,313
- Net assets (BOY)
- $8,803,689
Income & contributions
- Employer contributions
- $273,528
- Participant contributions
- $1,820,367
- Total contributions
- $2,567,215
- Total income / additions
- $4,583,754
Expenses & distributions
- Benefits paid
- $1,188,774
- Administrative expenses
- $46,356
- Total expenses
- $1,235,130
- Net increase / (decrease)
- $3,348,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Ascent Group, LLC | SERVICE PROVIDER | $0 | $20,947 | 2023 |
| Ascensus | THIRD PARTY ADMINISTRATO | $0 | $8,917 | 2023 |
| Asset Strategy Advisors LLC | SERVICE PROVIDER | $0 | $8,160 | 2023 |