Alliance Preparatory Schools Erisa 403(B) Plan — Form 5500 plan (Alliance Preparatory Schools, 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, Alliance Preparatory Schools Erisa 403(B) Plan is a benefit plan reported by Alliance Preparatory Schools, Inc. under EIN 46-4207477 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $1,917,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Preparatory Schools, Inc.
EIN
46-4207477
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
167
End-of-year plan assets
$1,917,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20250410080528NAL0023932897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,917,120
Total liabilities (EOY)
$0
Net assets (EOY)
$1,917,120
Net assets (BOY)
$1,336,799

Income & contributions

Employer contributions
$138,023
Participant contributions
$315,332
Total contributions
$453,879
Total income / additions
$678,648

Expenses & distributions

Benefits paid
$91,517
Administrative expenses
$4,093
Total expenses
$98,327
Net increase / (decrease)
$580,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Financial Life InsuranceRECORDKEEPER$4,094$26,7652023

Related Form 5500 pages