2023 Form 5500 filing — Allen Health Systems, Inc. Retirement Income 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 20241010114106NAL0020914337001) for Allen Health Systems, Inc. Retirement Income Plan, reported by Allen Health Systems, Inc. under EIN 42-1201924 and plan number 001. It reports 683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114106NAL0020914337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Health Systems, Inc.
- EIN
- 42-1201924
- Plan number
- 001
- Location
- Waterloo, IA
- Participants
- 683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,472,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,472,043
- Total income / additions
- $1,266,445
- Benefits paid
- $513,516
- Administrative expenses
- $116,951
- Total expenses
- $630,467
- Net increase / (decrease)
- $635,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | ACTUARIAL | $50,882 | not reported in the loaded dataset |