Allen Organ Company Savings And Profit Sharing Plan — Form 5500 plan (Allen Organ Company LLC)
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 Organ Company Savings And Profit Sharing Plan is a benefit plan reported by Allen Organ Company LLC under EIN 30-0521689 and plan number 003. The latest loaded filing year is 2023. The filing reports 169 participants and $17,386,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen Organ Company LLC
- EIN
- 30-0521689
- Plan number
- 003
- Plan type
- 2
- Location
- Macungie, PA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $17,386,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240708084637NAL0024229986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,386,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,386,037
- Net assets (BOY)
- $14,991,103
Income & contributions
- Employer contributions
- $172,086
- Participant contributions
- $365,852
- Total contributions
- $580,413
- Total income / additions
- $3,072,025
Expenses & distributions
- Benefits paid
- $612,323
- Administrative expenses
- $64,768
- Total expenses
- $677,091
- Net increase / (decrease)
- $2,394,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cornerstone Advisors Asset Man | REGISTERED INV ADVISOR | $31,770 | not reported in the loaded dataset | 2023 |
| John Hancock Life Ins Co | RECORDKEEPER | $2,410 | $0 | 2023 |