2023 Form 5500 filing — Allen Distribution 401(K) And 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 20241012082504NAL0039587184001) for Allen Distribution 401(K) And Profit Sharing Plan, reported by Allen Distribution under EIN 25-1576445 and plan number 001. It reports 1,444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012082504NAL0039587184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Distribution
- EIN
- 25-1576445
- Plan number
- 001
- Location
- Carlisle, PA
- Participants
- 1,444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,869,058
- Total liabilities (EOY)
- $18,693
- Net assets (EOY)
- $9,850,365
- Employer contributions
- $634,550
- Participant contributions
- $1,849,587
- Total income / additions
- $3,939,371
- Benefits paid
- $967,506
- Administrative expenses
- $104,064
- Total expenses
- $1,096,069
- Net increase / (decrease)
- $2,843,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pa Retirement Solutions | THIRD PARTY ADMIN | $50,139 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $34,069 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $19,093 | not reported in the loaded dataset |