Allen Distribution 401(K) And Profit Sharing Plan — Form 5500 plan (Allen Distribution)

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, Allen Distribution 401(K) And Profit Sharing Plan is a benefit plan reported by Allen Distribution under EIN 25-1576445 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,444 participants and $9,869,058 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allen Distribution
EIN
25-1576445
Plan number
001
Plan type
2
Location
Carlisle, PA
Latest filing year
2023
Participants
1,444
End-of-year plan assets
$9,869,058

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,444H, C20241012082504NAL0039587184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,869,058
Total liabilities (EOY)
$18,693
Net assets (EOY)
$9,850,365
Net assets (BOY)
$7,007,063

Income & contributions

Employer contributions
$634,550
Participant contributions
$1,849,587
Total contributions
$2,683,613
Total income / additions
$3,939,371

Expenses & distributions

Benefits paid
$967,506
Administrative expenses
$104,064
Total expenses
$1,096,069
Net increase / (decrease)
$2,843,302

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pa Retirement SolutionsTHIRD PARTY ADMIN$50,139not reported in the loaded dataset2023
Empower Annuity Insurance Co Of AmeRECORDKEEPER$34,069$02023
Mma Securities LLCINVESTMENT ADVISOR$19,093not reported in the loaded dataset2023

Related Form 5500 pages