2023 Form 5500 filing — Allan Myers Salaried 401(K) 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 20240730152909NAL0011989171001) for Allan Myers Salaried 401(K) Retirement Plan, reported by Allan Myers, Inc. under EIN 23-2966902 and plan number 001. It reports 1,133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730152909NAL0011989171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allan Myers, Inc.
- EIN
- 23-2966902
- Plan number
- 001
- Location
- Worcester, PA
- Participants
- 1,133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,939,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,939,823
- Employer contributions
- $2,650,869
- Participant contributions
- $8,177,771
- Total income / additions
- $40,384,577
- Benefits paid
- $10,997,107
- Administrative expenses
- $173,736
- Total expenses
- $11,170,843
- Net increase / (decrease)
- $29,213,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | NONE | $65,468 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $54,069 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $41,559 | $0 |
| Kreischer Miller | NONE | $18,990 | not reported in the loaded dataset |