Alliance Automation 401(K) Retirement Plan — Form 5500 plan (Alliance Automation, 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 Automation 401(K) Retirement Plan is a benefit plan reported by Alliance Automation, LLC under EIN 75-3164446 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $8,091,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Automation, LLC
EIN
75-3164446
Plan number
001
Plan type
2
Location
Van Wert, OH
Latest filing year
2023
Participants
167
End-of-year plan assets
$8,091,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241015170916NAL0029211265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,091,802
Total liabilities (EOY)
$42,452
Net assets (EOY)
$8,049,350
Net assets (BOY)
$6,120,775

Income & contributions

Employer contributions
$376,260
Participant contributions
$772,239
Total contributions
$1,429,107
Total income / additions
$2,547,005

Expenses & distributions

Benefits paid
$543,532
Administrative expenses
$74,898
Total expenses
$618,430
Net increase / (decrease)
$1,928,575

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$36,590$02023
Advisor'S PrideNONE$22,454not reported in the loaded dataset2023
Lpl Financial LLCNONE$15,114not reported in the loaded dataset2023

Related Form 5500 pages