2023 Form 5500 filing — Allen & Chew, P.C. Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240524114510NAL0010247776001) for Allen & Chew, P.C. Profit Sharing Plan & Trust, reported by Allen Advisory, P.C. Formerly Allen & Chew, P.C. under EIN 86-0538085 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240524114510NAL0010247776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Advisory, P.C. Formerly Allen & Chew, P.C.
- EIN
- 86-0538085
- Plan number
- 001
- Location
- Apache Junction, AZ
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $20,140
- Benefits paid
- $402,458
- Total expenses
- $402,458
- Net increase / (decrease)
- -$382,318
- Schedule source
- Schedule I