2023 Form 5500 filing — Allen Educational Opportunities, Inc. 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 20250317103915NAL0002810656001) for Allen Educational Opportunities, Inc. Retirement Plan, reported by Allen Educational Opportunities, Inc. under EIN 81-1745724 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,120,103
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250317103915NAL0002810656001
Plan sponsor
Allen Educational Opportunities, Inc.
EIN
81-1745724
Plan number
001
Location
Owens Cross Roads, AL
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$304.8K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$11.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,120,103
Net assets (EOY)
$2,120,103
Employer contributions
$11,060
Total income / additions
$304,810
Total expenses
$0
Net increase / (decrease)
$304,810

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250317103915NAL0002810656001 cover?
It is the 2023 Form 5500 filing for Allen Educational Opportunities, Inc. Retirement Plan, reported by Allen Educational Opportunities, Inc. (EIN 81-1745724).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages