Allen, Allen, Allen & Allen Retirement Savings Plan — Form 5500 plan (Allen, Allen, Allen & Allen Corporation)
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, Allen, Allen & Allen Retirement Savings Plan is a benefit plan reported by Allen, Allen, Allen & Allen Corporation under EIN 54-0852062 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $60,122,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen, Allen, Allen & Allen Corporation
- EIN
- 54-0852062
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $60,122,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241015125423NAL0049485920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,122,314
- Net assets (EOY)
- $60,122,314
- Net assets (BOY)
- $54,374,284
Income & contributions
- Employer contributions
- $1,371,345
- Participant contributions
- $1,406,990
- Total contributions
- $2,841,125
- Total income / additions
- $11,356,042
Expenses & distributions
- Benefits paid
- $5,586,702
- Administrative expenses
- $1,795
- Total expenses
- $5,608,012
- Net increase / (decrease)
- $5,748,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial - Rp | INVESTMENT AD VISOR | $6,600 | $0 | 2023 |
| Chase Benefit Advisors | THIRD PARTY A DMINISTRATO | $50 | $4,204 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,795 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen, Allen, Allen & Allen Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Lpl Financial - Rp — Schedule C compensation
- Chase Benefit Advisors — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation