Allyn International Services, Inc. 401(K) Plan — Form 5500 plan (Allyn International Services, 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, Allyn International Services, Inc. 401(K) Plan is a benefit plan reported by Allyn International Services, Inc. under EIN 65-0313967 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $6,722,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allyn International Services, Inc.
- EIN
- 65-0313967
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $6,722,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20250410134545NAL0041007666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,722,281
- Total liabilities (EOY)
- $40
- Net assets (EOY)
- $6,722,241
- Net assets (BOY)
- $5,587,781
Income & contributions
- Employer contributions
- $234,578
- Participant contributions
- $484,395
- Total contributions
- $726,321
- Total income / additions
- $1,601,011
Expenses & distributions
- Benefits paid
- $427,976
- Administrative expenses
- $38,575
- Total expenses
- $466,551
- Net increase / (decrease)
- $1,134,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMT ADVISORY | $22,959 | not reported in the loaded dataset | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $0 | $2,834 | 2023 |
| Empower Annunity Ins Co Of America | RECORDKEEPER | $1,150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allyn International Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation
- Empower Annunity Ins Co Of America — Schedule C compensation