Allegheny Millwork 401(K) Plan — Form 5500 plan (Allegheny Millwork)
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, Allegheny Millwork 401(K) Plan is a benefit plan reported by Allegheny Millwork under EIN 25-1369567 and plan number 003. The latest loaded filing year is 2023. The filing reports 346 participants and $14,391,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allegheny Millwork
- EIN
- 25-1369567
- Plan number
- 003
- Plan type
- 2
- Location
- Lawrence, PA
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $14,391,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241015092010NAL0016048995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,391,698
- Net assets (EOY)
- $14,391,698
- Net assets (BOY)
- $13,519,812
Income & contributions
- Employer contributions
- $509,340
- Participant contributions
- $995,033
- Total contributions
- $1,559,021
- Total income / additions
- $3,416,768
Expenses & distributions
- Benefits paid
- $2,463,478
- Administrative expenses
- $81,404
- Total expenses
- $2,544,882
- Net increase / (decrease)
- $871,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fragasso Financial Advisors | INVESTMENT ADVISORY | $33,765 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $12,848 | not reported in the loaded dataset | 2023 |
| Metro Benefits, Inc | RECORDKEEPER | $7,995 | not reported in the loaded dataset | 2023 |