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, Allgeier, Martin & Associates, Inc. Employees 401k Profit Sharing Plan is a benefit plan reported by Allgeier, Martin & Associates, Inc. under EIN 43-1146318 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $56,466,271 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,466,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,466,271
- Net assets (BOY)
- $45,889,674
Income & contributions
- Employer contributions
- $1,949,054
- Participant contributions
- $1,034,702
- Total contributions
- $3,554,934
- Total income / additions
- $11,816,529
Expenses & distributions
- Benefits paid
- $1,230,896
- Administrative expenses
- $9,036
- Total expenses
- $1,239,932
- Net increase / (decrease)
- $10,576,597