Allana Buick & Bers, Inc. 401(K) Plan — Form 5500 plan (Allana Buick & Bers, 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, Allana Buick & Bers, Inc. 401(K) Plan is a benefit plan reported by Allana Buick & Bers, Inc. under EIN 77-0380827 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $16,737,292 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.7MPlan net assets, end of year$16,732,244
Participants250Covered participants reported
Assets / participant$66.9KComputed: assets ÷ participants$66,949 (computed)
Provider compensation$118.8K4 Schedule C provider row(s)$118,768
- Plan sponsor
- Allana Buick & Bers, Inc.
- EIN
- 77-0380827
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241007161051NAL0009038595001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.7M total assets
Net assets$16.7MLiabilities$5K
Full reported line items
Net assets
- Total assets (EOY)
- $16,737,292
- Total liabilities (EOY)
- $5,048
- Net assets (EOY)
- $16,732,244
- Net assets (BOY)
- $14,772,528
Income & contributions
- Employer contributions
- $512,485
- Participant contributions
- $1,433,957
- Total contributions
- $2,524,333
- Total income / additions
- $4,544,733
Expenses & distributions
- Benefits paid
- $2,511,905
- Administrative expenses
- $105,952
- Total expenses
- $2,617,857
- Net increase / (decrease)
- $1,926,876
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,384 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $33,514 | not reported in the loaded dataset | 2023 |
| Carlson, Quinn And Associates | CONTRACT ADMIN | $11,000 | $13,670 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allana Buick & Bers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palo Alto, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Carlson, Quinn And Associates — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation