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, Allsup, LLC Retirement Savings Plan is a benefit plan reported by Allsup, LLC under EIN 82-2208506 and plan number 001. The latest loaded filing year is 2023. The filing reports 576 participants and $40,593,440 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,593,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,593,440
- Net assets (BOY)
- $33,876,193
Income & contributions
- Employer contributions
- $644,454
- Participant contributions
- $1,974,265
- Total contributions
- $3,188,467
- Total income / additions
- $8,655,202
Expenses & distributions
- Benefits paid
- $1,931,874
- Administrative expenses
- $6,081
- Total expenses
- $1,937,955
- Net increase / (decrease)
- $6,717,247