2023 Form 5500 filing — Allen Edwin Residential Builders 401(K) 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 20241015044810NAL0046730656001) for Allen Edwin Residential Builders 401(K) Retirement Plan, reported by Allen Edwin Residential Builder, LLC under EIN 87-3517408 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015044810NAL0046730656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Edwin Residential Builder, LLC
- EIN
- 87-3517408
- Plan number
- 001
- Location
- Portage, MI
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,560,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,560,020
- Employer contributions
- $563,432
- Participant contributions
- $861,858
- Total income / additions
- $3,879,927
- Benefits paid
- $952,181
- Administrative expenses
- $48,717
- Total expenses
- $1,000,898
- Net increase / (decrease)
- $2,879,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $31,637 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,937 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,143 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER | $0 | $0 |