Alling & Jillson, Ltd. — 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, Alling & Jillson, Ltd. (EIN 88-0503748) is a plan sponsor located in Stateline, NV 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
88-0503748
Location
Stateline, NV
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,264,165
Total reported liabilities (EOY)
$2,966
Total reported net assets (EOY)
$3,261,199

Contributions & income

Employer contributions
$45,711
Participant contributions
$43,210
Total income / additions
$716,417

Expenses & distributions

Benefits paid / distributions
$173,970
Total expenses
$204,016
Net increase / (decrease)
$512,401

Coverage

Total reported participants
14
Plans with financial statements
1
Plans with provider compensation
0

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

Alling & Jillson, Ltd. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Alling & Jillson, Ltd. Profit Sharing Plan And Trust00114$3,264,1652023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alling & Jillson, Ltd.
YearPlanParticipantsSchedulesFiling
2023Alling & Jillson, Ltd. Profit Sharing Plan And Trust14I20241015103007NAL0028066929005

Related Form 5500 pages