Lancaster Toyota, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Allen Imports, Ltd., Inc.)
Plain-English plan 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, Lancaster Toyota, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Allen Imports, Ltd., Inc. under EIN 23-1912496 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $16,011,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen Imports, Ltd., Inc.
- EIN
- 23-1912496
- Plan number
- 001
- Plan type
- 2
- Location
- East Petersburg, PA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $16,011,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240920111148NAL0004384307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,011,331
- Total liabilities (EOY)
- $2,508
- Net assets (EOY)
- $16,008,823
- Net assets (BOY)
- $15,201,275
Income & contributions
- Employer contributions
- $124,275
- Participant contributions
- $1,028,844
- Total contributions
- $1,188,253
- Total income / additions
- $3,741,680
Expenses & distributions
- Benefits paid
- $2,862,935
- Administrative expenses
- $71,197
- Total expenses
- $2,934,132
- Net increase / (decrease)
- $807,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,692 | $0 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $34,133 | 2023 |
| Professional Benefit Advisors, Inc. | OTHER SERVICES | $150 | $5,803 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen Imports, Ltd., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in East Petersburg, PA
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Professional Benefit Advisors, Inc. — Schedule C compensation