2023 Form 5500 filing — Allen, Allen, Allen & Allen Retirement Savings 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 20241015125423NAL0049485920001) for Allen, Allen, Allen & Allen Retirement Savings Plan, reported by Allen, Allen, Allen & Allen Corporation under EIN 54-0852062 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125423NAL0049485920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen, Allen, Allen & Allen Corporation
- EIN
- 54-0852062
- Plan number
- 001
- Location
- Richmond, VA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,122,314
- Net assets (EOY)
- $60,122,314
- Employer contributions
- $1,371,345
- Participant contributions
- $1,406,990
- Total income / additions
- $11,356,042
- Benefits paid
- $5,586,702
- Administrative expenses
- $1,795
- Total expenses
- $5,608,012
- Net increase / (decrease)
- $5,748,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial - Rp | INVESTMENT AD VISOR | $6,600 | $0 |
| Chase Benefit Advisors | THIRD PARTY A DMINISTRATO | $50 | $4,204 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,795 | $0 |