2023 Form 5500 filing — R. W. Allen Health And Welfare 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 20240719154034NAL0011544352001) for R. W. Allen Health And Welfare Plan, reported by R. W. Allen Construction, LLC under EIN 47-4755084 and plan number 501. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$119.7KReported net assets$119,742
Participants36
Provider compensation$3.6K4 Schedule C row(s)$3,617
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240719154034NAL0011544352001
- Plan sponsor
- R. W. Allen Construction, LLC
- EIN
- 47-4755084
- Plan number
- 501
- Location
- Augusta, GA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$135.3K total assets
Net assets$119.7KLiabilities$15.6K
Full reported line items
- Total assets (EOY)
- $135,316
- Total liabilities (EOY)
- $15,574
- Net assets (EOY)
- $119,742
- Employer contributions
- $27,868
- Participant contributions
- $9,535
- Total income / additions
- $37,719
- Benefits paid
- $4,013
- Administrative expenses
- $1,260
- Total expenses
- $21,784
- Net increase / (decrease)
- $15,935
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capstone Hire Benefits Consulting L | BROKER | $1,260 | not reported in the loaded dataset |
| Meritain Health, An Aetna Company | ADMIN | $1,260 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $900 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $197 | not reported in the loaded dataset |