Plan5500

Allen Agency — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Allen Agency (EIN 01-0018250) is a plan sponsor located in Camden, ME with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0018250
Location
Camden, ME
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allen Agency

  • 1 loaded plans hold $22M in reported assets.
  • The largest, Allen Agency Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 114 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.7MSummed across loaded plans$15,655,413
Total reported assets$22M$21,972,088
Total reported participants114
Total reported liabilities$6.3M$6,316,675

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets
Net assets$15.7MLiabilities$6.3M
Contributions & income
Employer contributions$905.7K
Participant contributionsNot reported
Total income / additions$8.7M
Expenses & distributions
Benefits paid / distributions$320.6K
Total expenses$472.7K
Net increase / (decrease)$8.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Allen Agency Employee Stock Ownership Plan
Participants per plan114Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Allen Agency Employee Stock Ownership Plan$22M
    Plan #002 · 114 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allen Agency. Open one for its full reported snapshot.

  1. 2023
    Allen Agency Employee Stock Ownership Plan114 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allen Agency report on Form 5500?
Allen Agency (EIN 01-0018250) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allen Agency?
The Employer Identification Number (EIN) reported for Allen Agency is 01-0018250.
What is the latest Form 5500 filing year for Allen Agency?
The latest loaded Form 5500 filing year for Allen Agency is 2023.

Related Form 5500 pages