Donor Alliance, Inc. , 401k Plan And Trust — Form 5500 plan (Donor Alliance, 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, Donor Alliance, Inc. , 401k Plan And Trust is a benefit plan reported by Donor Alliance, Inc. under EIN 84-1003771 and plan number 003. The latest loaded filing year is 2023. The filing reports 174 participants and $28,212,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donor Alliance, Inc.
- EIN
- 84-1003771
- Plan number
- 003
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $28,212,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241015192641NAL0049536096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,212,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,212,377
- Net assets (BOY)
- $21,901,837
Income & contributions
- Employer contributions
- $1,637,795
- Participant contributions
- $1,433,668
- Total contributions
- $3,524,976
- Total income / additions
- $7,615,654
Expenses & distributions
- Benefits paid
- $1,297,046
- Administrative expenses
- $8,068
- Total expenses
- $1,305,114
- Net increase / (decrease)
- $6,310,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | SERVICE PROVIDER | $0 | $77,208 | 2023 |
| Tycor Benefit Administrators, Inc. | THIRD PARTY ADMIN | $0 | $6,255 | 2023 |
| Alerus Financial | THIRD PARTY ADMIN | $0 | $5,554 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Donor Alliance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Kestra Advisory Services — Schedule C compensation
- Tycor Benefit Administrators, Inc. — Schedule C compensation
- Alerus Financial — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation