Plan5500

Allen And Allen, Ltd. D/B/A Allen And Allen Compan — 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 And Allen, Ltd. D/B/A Allen And Allen Compan (EIN 74-1782480) is a plan sponsor located in San Antonio, 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
74-1782480
Location
San Antonio, 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 And Allen, Ltd. D/B/A Allen And Allen Compan

  • 1 loaded plans hold $2.2M in reported assets.
  • The largest, Allen And Allen Company 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 96 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,186,542
Total reported assets$2.2M$2,186,542
Total reported participants96
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$116.7K
Participant contributions$205K
Total income / additions$678.5K
Expenses & distributions
Benefits paid / distributions$909.2K
Total expenses$928.3K
Net increase / (decrease)-$249.8K

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 And Allen Company 401(K) Plan
Participants per plan96Average 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 And Allen Company 401(K) Plan$2.2M
    Plan #001 · 96 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 And Allen, Ltd. D/B/A Allen And Allen Compan. Open one for its full reported snapshot.

  1. 2023
    Allen And Allen Company 401(K) Plan96 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allen And Allen, Ltd. D/B/A Allen And Allen Compan report on Form 5500?
Allen And Allen, Ltd. D/B/A Allen And Allen Compan (EIN 74-1782480) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allen And Allen, Ltd. D/B/A Allen And Allen Compan?
The Employer Identification Number (EIN) reported for Allen And Allen, Ltd. D/B/A Allen And Allen Compan is 74-1782480.
What is the latest Form 5500 filing year for Allen And Allen, Ltd. D/B/A Allen And Allen Compan?
The latest loaded Form 5500 filing year for Allen And Allen, Ltd. D/B/A Allen And Allen Compan is 2023.

Related Form 5500 pages