Plan5500

Alliance Group Retirement Plan — Form 5500 plan (The Alliance Group)

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 Group Retirement Plan is a benefit plan reported by The Alliance Group under EIN 91-1858530 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,548 participants and $40,360,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Alliance Group
EIN
91-1858530
Plan number
001
Plan type
3
Location
Chandler, AZ
Latest filing year
2023
Participants
2,548
End-of-year plan assets
$40,360,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,548H, C20241009105834NAL0037533826001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,360,521
Total liabilities (EOY)
$0
Net assets (EOY)
$40,360,521
Net assets (BOY)
$42,772,643

Income & contributions

Employer contributions
$1,716,493
Participant contributions
$3,929,057
Total contributions
$5,931,051
Total income / additions
$11,874,262

Expenses & distributions

Benefits paid
$4,436,089
Administrative expenses
$0
Total expenses
$4,493,320
Net increase / (decrease)
$7,380,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Feltz Wealthplan IncINVESTMENT ADVISOR$158,789not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$16,651not reported in the loaded dataset2023

Related Form 5500 pages