2023 Form 5500 filing — Pension Plan Of Allen & Company

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 20241014125510NAL0046026880001) for Pension Plan Of Allen & Company, reported by Allen Operations LLC under EIN 13-4195373 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$99.5MReported net assets$99,450,767
Participants300
Provider compensation$40.6K1 Schedule C row(s)$40,564
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014125510NAL0046026880001
Plan sponsor
Allen Operations LLC
EIN
13-4195373
Plan number
001
Location
New York, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$99.5M total assets
Net assets$99.5MLiabilities$0
Money in vs. money out
Total income / additions$10.8M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$17.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$99,450,767
Total liabilities (EOY)
$0
Net assets (EOY)
$99,450,767
Employer contributions
$17,840
Total income / additions
$10,752,515
Benefits paid
$4,194,836
Administrative expenses
$40,564
Total expenses
$4,235,400
Net increase / (decrease)
$6,517,115
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $40.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014125510NAL0046026880001 cover?
It is the 2023 Form 5500 filing for Pension Plan Of Allen & Company, reported by Allen Operations LLC (EIN 13-4195373).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages