Alliance Material Handling, Inc. 401(K) Plan — Form 5500 plan (Alliance Material Handling, 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 Material Handling, Inc. 401(K) Plan is a benefit plan reported by Alliance Material Handling, Inc. under EIN 52-2323852 and plan number 003. The latest loaded filing year is 2023. The filing reports 314 participants and $15,024,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Material Handling, Inc.
- EIN
- 52-2323852
- Plan number
- 003
- Plan type
- 2
- Location
- Jessup, MD
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $15,024,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241011151441NAL0044852386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,024,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,024,799
- Net assets (BOY)
- $9,938,445
Income & contributions
- Employer contributions
- $233,468
- Participant contributions
- $819,014
- Total contributions
- $1,371,348
- Total income / additions
- $2,897,761
Expenses & distributions
- Benefits paid
- $1,566,137
- Administrative expenses
- $17,247
- Total expenses
- $1,668,328
- Net increase / (decrease)
- $1,229,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,246 | $0 | 2023 |
| Greenspring Advisors LLC | INVESTMENT ADVISORY | $0 | $6,599 | 2023 |
| Park Avenue Securities | OTHER SERVICES | $0 | $5,740 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Material Handling, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Jessup, MD
- Principal Life Insurance Company — Schedule C compensation
- Greenspring Advisors LLC — Schedule C compensation
- Park Avenue Securities — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation