Thomas Allen, Incorporated Profit Sharing Plan — Form 5500 plan (Thomas Allen, 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, Thomas Allen, Incorporated Profit Sharing Plan is a benefit plan reported by Thomas Allen, Inc. under EIN 41-1465839 and plan number 001. The latest loaded filing year is 2023. The filing reports 805 participants and $11,012,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas Allen, Inc.
EIN
41-1465839
Plan number
001
Plan type
2
Location
West St. Paul, MN
Latest filing year
2023
Participants
805
End-of-year plan assets
$11,012,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023805H, C20241003121017NAL0005702499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,012,328
Total liabilities (EOY)
$0
Net assets (EOY)
$11,012,328
Net assets (BOY)
$9,268,794

Income & contributions

Employer contributions
$0
Participant contributions
$745,176
Total contributions
$756,766
Total income / additions
$2,552,078

Expenses & distributions

Benefits paid
$776,988
Administrative expenses
$36,642
Total expenses
$808,544
Net increase / (decrease)
$1,743,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCINVESTMENT ADVISOR$30,188not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$6,454$02023

Related Form 5500 pages