Allied Equipment 401(K) Plan — Form 5500 plan (Allied Equipment, 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 Equipment 401(K) Plan is a benefit plan reported by Allied Equipment, Inc. under EIN 75-2203675 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $1,621,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Equipment, Inc.
- EIN
- 75-2203675
- Plan number
- 001
- Plan type
- 2
- Location
- Fredericksburg, TX
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $1,621,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H | 20241008121539NAL0033623890001 |
| 2023 | 113 | H | 20241008121742NAL0029789952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,621,061
- Total liabilities (EOY)
- $947
- Net assets (EOY)
- $1,620,114
- Net assets (BOY)
- $1,881,338
Income & contributions
- Employer contributions
- $117,275
- Participant contributions
- $226,152
- Total contributions
- $343,427
- Total income / additions
- $692,726
Expenses & distributions
- Benefits paid
- $935,177
- Administrative expenses
- $18,773
- Total expenses
- $953,950
- Net increase / (decrease)
- -$261,224
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.