Plan5500

Allied Finishing, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Allied Finishing, 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, Allied Finishing, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Allied Finishing, Inc. under EIN 38-2169890 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $7,804,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allied Finishing, Inc.
EIN
38-2169890
Plan number
001
Plan type
2
Location
Kentwood, MI
Latest filing year
2023
Participants
149
End-of-year plan assets
$7,804,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241010101235NAL0009896579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,804,650
Total liabilities (EOY)
$0
Net assets (EOY)
$7,804,650
Net assets (BOY)
$6,914,855

Income & contributions

Employer contributions
$56,780
Participant contributions
$246,234
Total contributions
$345,784
Total income / additions
$1,444,045

Expenses & distributions

Benefits paid
$497,638
Administrative expenses
$52,372
Total expenses
$554,250
Net increase / (decrease)
$889,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CoRECORDKEEPER$24,460$02023
Plante & Moran PllcRETAINED BY EMPLOYER$14,950not reported in the loaded dataset2023
Wells FargoRETAINED BY EMPLOYER$12,962not reported in the loaded dataset2023

Related Form 5500 pages