2023 Form 5500 filing — Michael C. Allen & Co., Cpa'S Pllc 401(K) Profit Sharing 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 20240911142513NAL0007162929001) for Michael C. Allen & Co., Cpa'S Pllc 401(K) Profit Sharing Plan, reported by Michael C. Allen & Co., Cpa'S Pllc under EIN 11-3634653 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240911142513NAL0007162929001
Plan sponsor
Michael C. Allen & Co., Cpa'S Pllc
EIN
11-3634653
Plan number
001
Location
Lake Success, NY
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 I · 2023

Reported financial snapshot

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

Money in vs. money out
Total income / additions$163.1K
Total expenses$4.6M
Benefits paid / distributions$4.6M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$163,053
Benefits paid
$4,616,286
Administrative expenses
$518
Total expenses
$4,616,804
Net increase / (decrease)
-$4,453,751

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911142513NAL0007162929001 cover?
It is the 2023 Form 5500 filing for Michael C. Allen & Co., Cpa'S Pllc 401(K) Profit Sharing Plan, reported by Michael C. Allen & Co., Cpa'S Pllc (EIN 11-3634653).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages