2023 Form 5500 filing — Allen Tate Companies Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718075359NAL0003005379001) for Allen Tate Companies Retirement Plan, reported by Allen Tate Real Estate, LLC under EIN 83-2095449 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.4MReported net assets$16,355,242

Participants408

Provider compensation$96.2K2 Schedule C row(s)$96,232

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240718075359NAL0003005379001
Plan sponsor: Allen Tate Real Estate, LLC
EIN: 83-2095449
Plan number: 001
Location: Charlotte, NC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.4M total assets

Net assets$16.4MLiabilities$0

Money in vs. money out

Total income / additions$4.3M

Total expenses$3.2M

Benefits paid / distributions$3.1M

Contributions

Employer$165.3K

Participant$1.5M

Full reported line items

Total assets (EOY): $16,355,242
Total liabilities (EOY): $0
Net assets (EOY): $16,355,242
Employer contributions: $165,314
Participant contributions: $1,507,121
Total income / additions: $4,339,332
Benefits paid: $3,069,558
Administrative expenses: $96,232
Total expenses: $3,165,790
Net increase / (decrease): $1,173,542

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$96.2K
CONTRACT ADMINISTRATOR · Direct $96.2K · Indirect $0
2
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718075359NAL0003005379001 cover?: It is the 2023 Form 5500 filing for Allen Tate Companies Retirement Plan, reported by Allen Tate Real Estate, LLC (EIN 83-2095449).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).