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ALLEVITY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameALLEVITY, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

ALLEVITY, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CORY CAPORALE has sponsored the creation of one or more 401k plans.

Company Name:CORY CAPORALE
Employer identification number (EIN):814580329
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01J. PALADINO2024-09-26
0012022-01-01J. PALADINO2023-09-11
0012021-10-01JOANNE PALADINO2022-10-17

Financial Data on ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-101183
Net assets as of the end of the plan year2025-10-10137657
Total assets as of the beginning of the plan year2025-10-1091716
Value of plan covered by a fidelity bond2025-10-109172
Participant contributions to plan in this plan year2025-10-1025535
Other income to plan in this plan year2025-10-1013481
Plan net income in this plan year2025-10-1045941
Net assets as of the end of the plan year2025-10-10137657
Net assets as of the beginning of the plan year2025-10-1091716
Employer contributions to plan in this plan year2025-10-108108
Fees paid to broker by Benefit Provider2025-10-10269
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-101183
2024 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-27731
Net assets as of the end of the plan year2024-09-2791716
Total assets as of the beginning of the plan year2024-09-2751572
Value of plan covered by a fidelity bond2024-09-275157
Participant contributions to plan in this plan year2024-09-2722843
Other income to plan in this plan year2024-09-2711861
Plan net income in this plan year2024-09-2740144
Net assets as of the end of the plan year2024-09-2791716
Net assets as of the beginning of the plan year2024-09-2751572
Employer contributions to plan in this plan year2024-09-276171
Fees paid to broker by Benefit Provider2024-09-27162
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-27731

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