Original filing (PDF)20241008124110NAL0028553376001

ALLIED EQUIPMENT, INC.

Name: ALLIED EQUIPMENT, INC. — ALLIED EQUIPMENT 401(K) PLAN FINAL, Form 5500 (2023)
Creator: ALLIED EQUIPMENT, INC.

Form 5500-SF

FILING_RECEIVED

ALLIED EQUIPMENT 401(K) PLAN FINAL

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED EQUIPMENT, INC..

Plan sponsor

Name

ALLIED EQUIPMENT, INC.

EIN

75-2203675

Address

P.O. BOX 2867 · FREDERICKSBURG, TX · 78624

Phone

(830) 321-0878

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2024-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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