How many benefit plans does Allen Allen Allen And Allen report on Form 5500?

Allen Allen Allen And Allen (EIN 54-0852062) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Allen Allen Allen And Allen?

The Employer Identification Number (EIN) reported for Allen Allen Allen And Allen is 54-0852062.

What is the latest Form 5500 filing year for Allen Allen Allen And Allen?

The latest loaded Form 5500 filing year for Allen Allen Allen And Allen is 2023.

Allen Allen Allen And Allen — 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 Allen Allen And Allen (EIN 54-0852062) is a plan sponsor located in Richmond, VA 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: 54-0852062
Location: Richmond, VA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $60,122,314
Total reported net assets (EOY): $60,122,314

Contributions & income

Employer contributions: $1,371,345
Participant contributions: $1,406,990
Total income / additions: $11,356,042

Expenses & distributions

Benefits paid / distributions: $5,586,702
Total expenses: $5,608,012
Net increase / (decrease): $5,748,030

Coverage

Total reported participants: 451
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 Allen Allen And Allen plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Allen, Allen, Allen & Allen Retirement Savings Plan	001	257	$60,122,314	2023
Allen Allen Allen And Allen Health And Welfare Plan	510	194	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allen Allen Allen And Allen
Year	Plan	Participants	Schedules	Filing
2023	Allen, Allen, Allen & Allen Retirement Savings Plan	257	H, C	20241015125423NAL0049485920001
2023	Allen Allen Allen And Allen Health And Welfare Plan	194	—	20250328110957NAL0001644640001