2023 Form 5500 filing — Allen & Hoshall, Inc. 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 20240926150349NAL0000523411001) for Allen & Hoshall, Inc. Profit Sharing Plan, reported by Allen & Hoshall, Inc. under EIN 62-0909491 and plan number 002. It reports 128 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)$14.1MReported net assets$14,084,286
Participants128
Provider compensation$51.2K4 Schedule C row(s)$51,178
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926150349NAL0000523411001
- Plan sponsor
- Allen & Hoshall, Inc.
- EIN
- 62-0909491
- Plan number
- 002
- Location
- Memphis, TN
- Received date
- not reported in the loaded dataset
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)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,084,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,084,286
- Employer contributions
- $288,317
- Participant contributions
- $554,694
- Total income / additions
- $2,596,913
- Benefits paid
- $430,147
- Administrative expenses
- $29,559
- Total expenses
- $459,706
- Net increase / (decrease)
- $2,137,207
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $37,876 | not reported in the loaded dataset |
| Ellis Benefits Group Inc | CONTRACT ADMIN | $2,990 | $5,000 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $5,312 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |