Allen Organ Company LLC — 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 Organ Company LLC (EIN 30-0521689) is a plan sponsor located in Macungie, PA 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
30-0521689
Location
Macungie, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,386,037
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,386,037

Contributions & income

Employer contributions
$172,086
Participant contributions
$365,852
Total income / additions
$3,072,025

Expenses & distributions

Benefits paid / distributions
$612,323
Total expenses
$677,091
Net increase / (decrease)
$2,394,934

Coverage

Total reported participants
401
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Allen Organ Company LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Allen Organ Company Savings And Profit Sharing Plan003169$17,386,0372023
Group Insurances505128not reported in the loaded dataset2023
Hospital And Medical Benefits504104not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allen Organ Company LLC
YearPlanParticipantsSchedulesFiling
2023Allen Organ Company Savings And Profit Sharing Plan169H, C20240708084637NAL0024229986001
2023Group Insurances12820250729123722NAL0003285153001
2023Hospital And Medical Benefits10420250729123836NAL0003286417001

Related Form 5500 pages