J. F. Allen Company 401(K) Profit Sharing Plan — Form 5500 plan (J. F. Allen Company)
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, J. F. Allen Company 401(K) Profit Sharing Plan is a benefit plan reported by J. F. Allen Company under EIN 55-0328627 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $16,552,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. F. Allen Company
- EIN
- 55-0328627
- Plan number
- 001
- Plan type
- 2
- Location
- Buckhannon, WV
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $16,552,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241015084454NAL0027859729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,552,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,552,348
- Net assets (BOY)
- $13,818,096
Income & contributions
- Employer contributions
- $683,386
- Participant contributions
- $435,939
- Total contributions
- $1,119,325
- Total income / additions
- $3,383,200
Expenses & distributions
- Benefits paid
- $567,695
- Administrative expenses
- $67,165
- Total expenses
- $648,948
- Net increase / (decrease)
- $2,734,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $28,044 | $0 | 2023 |
| Metro Benefits Inc | CONTRACT ADMIN | $3,270 | $6,987 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $2,410 | $0 | 2023 |