The Allied Systems Company 401(K) Cash Or Deferred Savings Plan — Form 5500 plan (Allied Systems Company)
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, The Allied Systems Company 401(K) Cash Or Deferred Savings Plan is a benefit plan reported by Allied Systems Company under EIN 93-0656721 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $12,237,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Systems Company
- EIN
- 93-0656721
- Plan number
- 002
- Plan type
- 2
- Location
- Sherwood, OR
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $12,237,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241014165540NAL0026767377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,237,509
- Total liabilities (EOY)
- $6,845
- Net assets (EOY)
- $12,230,664
- Net assets (BOY)
- $9,692,439
Income & contributions
- Employer contributions
- $160,682
- Participant contributions
- $628,423
- Total contributions
- $790,745
- Total income / additions
- $2,890,903
Expenses & distributions
- Benefits paid
- $295,005
- Administrative expenses
- $41,351
- Total expenses
- $352,678
- Net increase / (decrease)
- $2,538,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $34,506 | $0 | 2023 |
| Prime Pensions Northwest LLC | TPA | $11,684 | $10,000 | 2023 |