Allen Samuels Waco Dcj, Inc. — 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 Samuels Waco Dcj, Inc. (EIN 27-0364992) is a plan sponsor located in Waco, TX 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
27-0364992
Location
Waco, TX
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 Samuels Waco Dcj, Inc.

  • 1 loaded plans hold $4.3M in reported assets.
  • The largest, Allen Samuels Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 449 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.3MSummed across loaded plans$4,344,088
Total reported assets$4.3M$4,345,168
Total reported participants449
Total reported liabilities$1.1K$1,080

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities$1.1K
Contributions & income
Employer contributions$233.1K
Participant contributions$594.2K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$715.4K
Total expenses$757.5K
Net increase / (decrease)$643.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 Samuels Retirement Plan
Participants per plan449Average 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
    Plan #001 · 449 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allen Samuels Waco Dcj, Inc.. Open one for its full reported snapshot.

  1. 2023
    Allen Samuels Retirement Plan449 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allen Samuels Waco Dcj, Inc. report on Form 5500?
Allen Samuels Waco Dcj, Inc. (EIN 27-0364992) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allen Samuels Waco Dcj, Inc.?
The Employer Identification Number (EIN) reported for Allen Samuels Waco Dcj, Inc. is 27-0364992.
What is the latest Form 5500 filing year for Allen Samuels Waco Dcj, Inc.?
The latest loaded Form 5500 filing year for Allen Samuels Waco Dcj, Inc. is 2023.

Related Form 5500 pages