2023 Form 5500 filing — Allied Finishing, Inc. Profit Sharing Retirement 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 20241010101235NAL0009896579001) for Allied Finishing, Inc. Profit Sharing Retirement Plan, reported by Allied Finishing, Inc. under EIN 38-2169890 and plan number 001. It reports 149 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)$7.8MReported net assets$7,804,650
Participants149
Provider compensation$52.4K3 Schedule C row(s)$52,372
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010101235NAL0009896579001
- Plan sponsor
- Allied Finishing, Inc.
- EIN
- 38-2169890
- Plan number
- 001
- Location
- Kentwood, MI
- 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)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,804,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,804,650
- Employer contributions
- $56,780
- Participant contributions
- $246,234
- Total income / additions
- $1,444,045
- Benefits paid
- $497,638
- Administrative expenses
- $52,372
- Total expenses
- $554,250
- Net increase / (decrease)
- $889,795
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $24,460 | $0 |
| Plante & Moran Pllc | RETAINED BY EMPLOYER | $14,950 | not reported in the loaded dataset |
| Wells Fargo | RETAINED BY EMPLOYER | $12,962 | not reported in the loaded dataset |