Marc Allen, Profit Sharing Plan And Trust — Form 5500 plan (Marc Allen)
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, Marc Allen, Profit Sharing Plan And Trust is a benefit plan reported by Marc Allen under EIN 61-1314435 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,132,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marc Allen
- EIN
- 61-1314435
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, OH
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,132,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240926131507NAL0001290240002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,132,313
- Net assets (EOY)
- $2,132,313
- Net assets (BOY)
- $1,858,094
Income & contributions
- Total income / additions
- $294,078
Expenses & distributions
- Total expenses
- $19,859
- Net increase / (decrease)
- $274,219
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.