2023 Form 5500 filing — David Allen Company, Inc. 401k 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 20241014161112NAL0015268995001) for David Allen Company, Inc. 401k Profit Sharing Plan, reported by David Allen Company, Inc. under EIN 56-0889788 and plan number 001. It reports 251 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)$10MReported net assets$9,960,175
Participants251
Provider compensation$43K5 Schedule C row(s)$42,999
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014161112NAL0015268995001
- Plan sponsor
- David Allen Company, Inc.
- EIN
- 56-0889788
- Plan number
- 001
- Location
- Raleigh, NC
- 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)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,960,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,960,175
- Employer contributions
- $138,754
- Participant contributions
- $760,776
- Total income / additions
- $2,411,929
- Benefits paid
- $875,530
- Administrative expenses
- $54,774
- Total expenses
- $930,304
- Net increase / (decrease)
- $1,481,625
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,115 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $0 | $9,068 |
| Level Four Advisory Services, LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,002 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $1,814 | not reported in the loaded dataset |