Allen & Gerritsen, Inc. 401(K) Retirement Plan — Form 5500 plan (Allen & Gerritsen, Inc.)
Plain-English plan 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 & Gerritsen, Inc. 401(K) Retirement Plan is a benefit plan reported by Allen & Gerritsen, Inc. under EIN 04-2961198 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $14,934,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen & Gerritsen, Inc.
- EIN
- 04-2961198
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $14,934,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240925142030NAL0014455105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,934,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,934,657
- Net assets (BOY)
- $12,256,914
Income & contributions
- Employer contributions
- $235,961
- Participant contributions
- $835,460
- Total contributions
- $1,664,353
- Total income / additions
- $3,692,433
Expenses & distributions
- Benefits paid
- $924,704
- Administrative expenses
- $89,986
- Total expenses
- $1,014,690
- Net increase / (decrease)
- $2,677,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | NONE | $46,597 | not reported in the loaded dataset | 2023 |
| Tonneson & Co Cpa | NONE | $20,075 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $16,493 | $0 | 2023 |
| Coastal Capital Group Inc | NONE | $6,821 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen & Gerritsen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Tonneson & Co Cpa — Schedule C compensation
- John Hancock — Schedule C compensation
- Coastal Capital Group Inc — Schedule C compensation