Alliance Tractor, LLC 401(K) Plan — Form 5500 plan (Alliance Tractor, 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, Alliance Tractor, LLC 401(K) Plan is a benefit plan reported by Alliance Tractor, LLC under EIN 47-2752268 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $8,230,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Tractor, LLC
- EIN
- 47-2752268
- Plan number
- 001
- Plan type
- 2
- Location
- Mattoon, IL
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $8,230,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241014200412NAL0027074641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,230,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,230,714
- Net assets (BOY)
- $6,390,322
Income & contributions
- Employer contributions
- $94,300
- Participant contributions
- $761,321
- Total contributions
- $1,082,684
- Total income / additions
- $2,208,792
Expenses & distributions
- Benefits paid
- $316,402
- Administrative expenses
- $51,998
- Total expenses
- $368,400
- Net increase / (decrease)
- $1,840,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,098 | $0 | 2023 |
| First Mid-Illinois Bank & Trust | INVESTMENT ADVISOR | $26,832 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus - Bpc | CONTRACT ADMIN | $300 | $2,521 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $150 | $902 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Tractor, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Mattoon, IL
- Empower Annuity Insurance Company — Schedule C compensation
- First Mid-Illinois Bank & Trust — Schedule C compensation
- Futureplan By Ascensus - Bpc — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation