Allen Distribution — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Distribution (EIN 25-1576445) is a plan sponsor located in Carlisle, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
25-1576445
Location
Carlisle, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,869,058
Total reported liabilities (EOY)
$18,693
Total reported net assets (EOY)
$9,850,365

Contributions & income

Employer contributions
$634,550
Participant contributions
$1,849,587
Total income / additions
$3,939,371

Expenses & distributions

Benefits paid / distributions
$967,506
Total expenses
$1,096,069
Net increase / (decrease)
$2,843,302

Coverage

Total reported participants
2,081
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Allen Distribution plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Allen Distribution 401(K) And Profit Sharing Plan0011,444$9,869,0582023
Allen Distribution501637not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allen Distribution
YearPlanParticipantsSchedulesFiling
2023Allen Distribution63720240721140716NAL0015974672001
2023Allen Distribution 401(K) And Profit Sharing Plan1,444H, C20241012082504NAL0039587184001

Related Form 5500 pages