Alliance Defending Freedom 401(K) Profit Sharing Plan — Form 5500 plan (Alliance Defending Freedom)
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 Defending Freedom 401(K) Profit Sharing Plan is a benefit plan reported by Alliance Defending Freedom under EIN 54-1660459 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $25,312,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Defending Freedom
- EIN
- 54-1660459
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $25,312,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240910121956NAL0002980611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,312,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,312,681
- Net assets (BOY)
- $19,862,068
Income & contributions
- Employer contributions
- $1,236,512
- Participant contributions
- $2,182,140
- Total contributions
- $4,144,309
- Total income / additions
- $7,792,378
Expenses & distributions
- Benefits paid
- $2,293,666
- Administrative expenses
- $48,099
- Total expenses
- $2,341,765
- Net increase / (decrease)
- $5,450,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpa Financial, LLC | INVESTMENT ADVISORY | $34,993 | $7 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,106 | $0 | 2023 |