ALLIANCE GROUP SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $8,443,914 |
| Total income from all sources | 2023-12-31 | $13,144,516 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $13,910,602 |
| Total plan assets at beginning of year | 2023-12-31 | $9,210,000 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Other income received | 2023-12-31 | $13,144,516 |
| Net income (gross income less expenses) | 2023-12-31 | $13,144,516 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $13,910,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $766,086 |
| 2022 : ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $8,443,914 |
| Total plan liabilities at beginning of year | 2022-12-31 | $8,659,385 |
| Total income from all sources | 2022-12-31 | $292,452 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $304,619 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $52,631 |
| Total plan assets at end of year | 2022-12-31 | $9,210,000 |
| Total plan assets at beginning of year | 2022-12-31 | $9,437,638 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $251,988 |
| Other income received | 2022-12-31 | $-227,638 |
| Net income (gross income less expenses) | 2022-12-31 | $-12,167 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $766,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $778,253 |
| Assets. Value of employer securities | 2022-12-31 | $9,210,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $520,090 |
| 2021 : ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $8,659,385 |
| Total plan liabilities at beginning of year | 2021-12-31 | $8,868,763 |
| Total income from all sources | 2021-12-31 | $541,070 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $279,218 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $21,137 |
| Total plan assets at end of year | 2021-12-31 | $9,437,638 |
| Total plan assets at beginning of year | 2021-12-31 | $9,385,164 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $258,081 |
| Other income received | 2021-12-31 | $52,474 |
| Net income (gross income less expenses) | 2021-12-31 | $261,852 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $778,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $516,401 |
| Assets. Value of employer securities | 2021-12-31 | $9,437,638 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $488,596 |
| 2020 : ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $8,868,763 |
| Total plan liabilities at beginning of year | 2020-12-31 | $9,072,221 |
| Total income from all sources | 2020-12-31 | $423,880 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $275,514 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $11,512 |
| Total plan assets at end of year | 2020-12-31 | $9,385,164 |
| Total plan assets at beginning of year | 2020-12-31 | $9,440,256 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $264,002 |
| Other income received | 2020-12-31 | $-55,091 |
| Net income (gross income less expenses) | 2020-12-31 | $148,366 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $516,401 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $368,035 |
| Assets. Value of employer securities | 2020-12-31 | $9,385,164 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $478,971 |
| 2019 : ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $9,072,221 |
| Total income from all sources | 2019-12-31 | $-992,285 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $264,680 |
| Total plan assets at end of year | 2019-12-31 | $9,440,256 |
| Total plan assets at beginning of year | 2019-12-31 | $1,625,000 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $264,680 |
| Other income received | 2019-12-31 | $-1,459,744 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,256,965 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $368,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,625,000 |
| Assets. Value of employer securities | 2019-12-31 | $9,072,221 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $467,459 |
| 2018 : ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,625,000 |
| Total plan assets at end of year | 2018-12-31 | $1,625,000 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Net income (gross income less expenses) | 2018-12-31 | $1,625,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,625,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,625,000 |
| 2023: ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
