Allegiance Benefit Plan Management, Inc. 401(K) Plan — Form 5500 plan (Allegiance Benefit Plan Management, 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, Allegiance Benefit Plan Management, Inc. 401(K) Plan is a benefit plan reported by Allegiance Benefit Plan Management, Inc. under EIN 81-0400550 and plan number 001. The latest loaded filing year is 2023. The filing reports 750 participants and $49,479,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allegiance Benefit Plan Management, Inc.
- EIN
- 81-0400550
- Plan number
- 001
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $49,479,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20241015140449NAL0058017890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,479,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,479,251
- Net assets (BOY)
- $38,856,054
Income & contributions
- Employer contributions
- $2,738,319
- Participant contributions
- $2,267,946
- Total contributions
- $5,152,204
- Total income / additions
- $12,379,159
Expenses & distributions
- Benefits paid
- $1,591,134
- Administrative expenses
- $151,877
- Total expenses
- $1,755,962
- Net increase / (decrease)
- $10,623,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stockman Wealth Management | INVESTMENT ADVISOR | $68,216 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $67,313 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,348 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allegiance Benefit Plan Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Missoula, MT
- Stockman Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation