2023 Form 5500 filing — Allen Organ Company Savings And Profit Sharing Plan
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 20240708084637NAL0024229986001) for Allen Organ Company Savings And Profit Sharing Plan, reported by Allen Organ Company LLC under EIN 30-0521689 and plan number 003. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708084637NAL0024229986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Organ Company LLC
- EIN
- 30-0521689
- Plan number
- 003
- Location
- Macungie, PA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,386,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,386,037
- Employer contributions
- $172,086
- Participant contributions
- $365,852
- Total income / additions
- $3,072,025
- Benefits paid
- $612,323
- Administrative expenses
- $64,768
- Total expenses
- $677,091
- Net increase / (decrease)
- $2,394,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Advisors Asset Man | REGISTERED INV ADVISOR | $31,770 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPER | $2,410 | $0 |