Allan Myers Salaried 401(K) Retirement Plan — Form 5500 plan (Allan Myers, 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, Allan Myers Salaried 401(K) Retirement Plan is a benefit plan reported by Allan Myers, Inc. under EIN 23-2966902 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,133 participants and $179,939,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allan Myers, Inc.
- EIN
- 23-2966902
- Plan number
- 001
- Plan type
- 2
- Location
- Worcester, PA
- Latest filing year
- 2023
- Participants
- 1,133
- End-of-year plan assets
- $179,939,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,133 | H, C | 20240730152909NAL0011989171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,939,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,939,823
- Net assets (BOY)
- $148,980,282
Income & contributions
- Employer contributions
- $2,650,869
- Participant contributions
- $8,177,771
- Total contributions
- $11,419,801
- Total income / additions
- $40,384,577
Expenses & distributions
- Benefits paid
- $10,997,107
- Administrative expenses
- $173,736
- Total expenses
- $11,170,843
- Net increase / (decrease)
- $29,213,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Advisors | NONE | $65,468 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $54,069 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $41,559 | $0 | 2023 |
| Kreischer Miller | NONE | $18,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allan Myers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Worcester, PA
- Captrust Financial Advisors — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Kreischer Miller — Schedule C compensation