2023 Form 5500 filing — Allen Corporation Of America, Inc. 401(K) 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 20241113131802NAL0010618035001) for Allen Corporation Of America, Inc. 401(K) Plan, reported by Allen Corporation Of America, Inc. under EIN 54-1582648 and plan number 001. It reports 199 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)$7.5MReported net assets$7,534,242
Participants199
Provider compensation$54K3 Schedule C row(s)$54,023
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241113131802NAL0010618035001
Plan sponsor
Allen Corporation Of America, Inc.
EIN
54-1582648
Plan number
001
Location
Fairfax, VA
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$790.2K
Benefits paid / distributions$744.7K
Contributions
Employer$101.8K
Participant$503.1K
Full reported line items
Total assets (EOY)
$7,534,242
Total liabilities (EOY)
$0
Net assets (EOY)
$7,534,242
Employer contributions
$101,801
Participant contributions
$503,099
Total income / additions
$1,645,094
Benefits paid
$744,722
Administrative expenses
$40,610
Total expenses
$790,168
Net increase / (decrease)
$854,926
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $40.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $13.4K
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241113131802NAL0010618035001 cover?
It is the 2023 Form 5500 filing for Allen Corporation Of America, Inc. 401(K) Plan, reported by Allen Corporation Of America, Inc. (EIN 54-1582648).
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