Allan Bros, Inc. — 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, Allan Bros, Inc. (EIN 91-0754316) is a plan sponsor located in Naches, WA 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
91-0754316
Location
Naches, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,954,892
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,954,892

Contributions & income

Employer contributions
$862,157
Participant contributions
$1,378,138
Total income / additions
$4,893,109

Expenses & distributions

Benefits paid / distributions
$1,104,698
Total expenses
$1,169,707
Net increase / (decrease)
$3,723,402

Coverage

Total reported participants
1,366
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

Allan Bros, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Allan Bros, Inc. 401(K) Plan And Trust0011,077$18,954,8922023
Allan Bros. , Inc. Employee Welfare Plan501289not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allan Bros, Inc.
YearPlanParticipantsSchedulesFiling
2023Allan Bros. , Inc. Employee Welfare Plan28920240729195423NAL0032987232001
2023Allan Bros, Inc. 401(K) Plan And Trust1,077H, C20240820051424NAL0005081522001

Related Form 5500 pages