2023 Form 5500 filing — Allen Engineering Corporation 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 20240925133405NAL0026867698001) for Allen Engineering Corporation 401(K) Profit Sharing Plan, reported by Allen Engineering Corporation under EIN 71-0356112 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925133405NAL0026867698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Engineering Corporation
- EIN
- 71-0356112
- Plan number
- 001
- Location
- Paragould, AR
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,082,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,082,087
- Employer contributions
- $439,541
- Participant contributions
- $529,030
- Total income / additions
- $1,718,108
- Benefits paid
- $218,450
- Administrative expenses
- $42,685
- Total expenses
- $270,806
- Net increase / (decrease)
- $1,447,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,012 | $0 |
| Osaic Institutions, Inc | INVESTMENT ADVISORY | $16,673 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |