Allen & Chew, P.C. Profit Sharing Plan & Trust — Form 5500 plan (Allen Advisory, P.C. Formerly Allen & Chew, P.C.)
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 & Chew, P.C. Profit Sharing Plan & Trust is a benefit plan reported by Allen Advisory, P.C. Formerly Allen & Chew, P.C. under EIN 86-0538085 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen Advisory, P.C. Formerly Allen & Chew, P.C.
- EIN
- 86-0538085
- Plan number
- 001
- Plan type
- 2
- Location
- Apache Junction, AZ
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240524114510NAL0010247776001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $382,318
Income & contributions
- Total income / additions
- $20,140
Expenses & distributions
- Benefits paid
- $402,458
- Total expenses
- $402,458
- Net increase / (decrease)
- -$382,318
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.