Plan5500

Allen Health Systems, Inc. Retirement Income Plan — Form 5500 plan (Allen Health Systems, 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, Allen Health Systems, Inc. Retirement Income Plan is a benefit plan reported by Allen Health Systems, Inc. under EIN 42-1201924 and plan number 001. The latest loaded filing year is 2023. The filing reports 683 participants and $14,472,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allen Health Systems, Inc.
EIN
42-1201924
Plan number
001
Plan type
2
Location
Waterloo, IA
Latest filing year
2023
Participants
683
End-of-year plan assets
$14,472,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023683H, C20241010114106NAL0020914337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,472,043
Total liabilities (EOY)
$0
Net assets (EOY)
$14,472,043
Net assets (BOY)
$13,836,065

Income & contributions

Total contributions
$0
Total income / additions
$1,266,445

Expenses & distributions

Benefits paid
$513,516
Administrative expenses
$116,951
Total expenses
$630,467
Net increase / (decrease)
$635,978

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoACTUARIAL$50,882not reported in the loaded dataset2023

Related Form 5500 pages