2023 Form 5500 filing — Allen Institute 401(K) 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 20240823155006NAL0003746995001) for Allen Institute 401(K) Plan, reported by Allen Institute under EIN 91-2155317 and plan number 001. It reports 992 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)$116.2MReported net assets$116,210,718
Participants992
Provider compensation$30K1 Schedule C row(s)$30,026
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240823155006NAL0003746995001
Plan sponsor
Allen Institute
EIN
91-2155317
Plan number
001
Location
Seattle, WA
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)$116.2M total assets
Net assets$116.2MLiabilities$0
Money in vs. money out
Total income / additions$37.2M
Total expenses$5.9M
Benefits paid / distributions$5.9M
Contributions
Employer$4.9M
Participant$11M
Full reported line items
Total assets (EOY)
$116,210,718
Total liabilities (EOY)
$0
Net assets (EOY)
$116,210,718
Employer contributions
$4,880,479
Participant contributions
$11,001,311
Total income / additions
$37,160,954
Benefits paid
$5,883,980
Administrative expenses
$30,026
Total expenses
$5,922,456
Net increase / (decrease)
$31,238,498
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $30K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240823155006NAL0003746995001 cover?
It is the 2023 Form 5500 filing for Allen Institute 401(K) Plan, reported by Allen Institute (EIN 91-2155317).
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).

Related Form 5500 pages