Plan5500

Allen & Hoshall, Inc. Profit Sharing Plan — Form 5500 plan (Allen & Hoshall, 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 & Hoshall, Inc. Profit Sharing Plan is a benefit plan reported by Allen & Hoshall, Inc. under EIN 62-0909491 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $14,084,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allen & Hoshall, Inc.
EIN
62-0909491
Plan number
002
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
128
End-of-year plan assets
$14,084,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240926150349NAL0000523411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,084,286
Total liabilities (EOY)
$0
Net assets (EOY)
$14,084,286
Net assets (BOY)
$11,947,079

Income & contributions

Employer contributions
$288,317
Participant contributions
$554,694
Total contributions
$843,011
Total income / additions
$2,596,913

Expenses & distributions

Benefits paid
$430,147
Administrative expenses
$29,559
Total expenses
$459,706
Net increase / (decrease)
$2,137,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$37,876not reported in the loaded dataset2023
Ellis Benefits Group IncCONTRACT ADMIN$2,990$5,0002023
Empower Advisory Group LLCINVESTMENT MGMT$5,312not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages