2023 Form 5500 filing — J. F. Allen Company 401(K) 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 20241015084454NAL0027859729001) for J. F. Allen Company 401(K) Profit Sharing Plan, reported by J. F. Allen Company under EIN 55-0328627 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084454NAL0027859729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. F. Allen Company
- EIN
- 55-0328627
- Plan number
- 001
- Location
- Buckhannon, WV
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,552,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,552,348
- Employer contributions
- $683,386
- Participant contributions
- $435,939
- Total income / additions
- $3,383,200
- Benefits paid
- $567,695
- Administrative expenses
- $67,165
- Total expenses
- $648,948
- Net increase / (decrease)
- $2,734,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $28,044 | $0 |
| Metro Benefits Inc | CONTRACT ADMIN | $3,270 | $6,987 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $2,410 | $0 |