David Allen Company, Inc. 401k Profit Sharing Plan — Form 5500 plan (David Allen Company, 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, David Allen Company, Inc. 401k Profit Sharing Plan is a benefit plan reported by David Allen Company, Inc. under EIN 56-0889788 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $9,960,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Allen Company, Inc.
- EIN
- 56-0889788
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $9,960,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241014161112NAL0015268995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,960,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,960,175
- Net assets (BOY)
- $8,478,550
Income & contributions
- Employer contributions
- $138,754
- Participant contributions
- $760,776
- Total contributions
- $1,026,450
- Total income / additions
- $2,411,929
Expenses & distributions
- Benefits paid
- $875,530
- Administrative expenses
- $54,774
- Total expenses
- $930,304
- Net increase / (decrease)
- $1,481,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,115 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $0 | $9,068 | 2023 |
| Level Four Advisory Services, LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,002 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $1,814 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for David Allen Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Empower Advisory Group, LLC — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Level Four Advisory Services, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation