2023 Form 5500 filing — Allan Bros, Inc. 401(K) Plan And Trust
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 20240820051424NAL0005081522001) for Allan Bros, Inc. 401(K) Plan And Trust, reported by Allan Bros, Inc. under EIN 91-0754316 and plan number 001. It reports 1,077 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820051424NAL0005081522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allan Bros, Inc.
- EIN
- 91-0754316
- Plan number
- 001
- Location
- Naches, WA
- Participants
- 1,077
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,954,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,954,892
- Employer contributions
- $862,157
- Participant contributions
- $1,378,138
- Total income / additions
- $4,893,109
- Benefits paid
- $1,104,698
- Administrative expenses
- $65,009
- Total expenses
- $1,169,707
- Net increase / (decrease)
- $3,723,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc | INVESTMENT/FINANCIAL ADVI | $41,269 | $0 |
| Adp, Inc. | RECORD KEEPER | $23,740 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |