Allied Employer Group 401(K) Retirement Plan — Form 5500 plan (Allied Workforce, 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, Allied Employer Group 401(K) Retirement Plan is a benefit plan reported by Allied Workforce, Inc. under EIN 75-2133642 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $5,254,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Workforce, Inc.
- EIN
- 75-2133642
- Plan number
- 001
- Plan type
- 3
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $5,254,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20240729111153NAL0012442323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,254,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,254,248
- Net assets (BOY)
- $4,645,164
Income & contributions
- Employer contributions
- $214,605
- Participant contributions
- $501,766
- Total contributions
- $723,000
- Total income / additions
- $1,349,967
Expenses & distributions
- Benefits paid
- $699,119
- Administrative expenses
- $22,850
- Total expenses
- $740,883
- Net increase / (decrease)
- $609,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $45,543 | $17,687 | 2023 |
| Ameriprise Financial Services | BROKER/ADVISO R | $0 | $28,110 | 2023 |
| Pension Planning Consultants, Inc. | TPA | $17,227 | $0 | 2023 |
| Meeder Investment Management | INVESTMENT MANAGEMENT | $11,398 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Workforce, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Abilene, TX
- Nationwide — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation
- Meeder Investment Management — Schedule C compensation