Allen & Hoshall, Inc. Profit Sharing Plan — Form 5500 plan (Allen & Hoshall, 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 & Hoshall, Inc. Profit Sharing Plan is a benefit plan reported by Allen & Hoshall, Inc. under EIN 62-0909491 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $14,084,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen & Hoshall, Inc.
- EIN
- 62-0909491
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $14,084,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240926150349NAL0000523411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,084,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,084,286
- Net assets (BOY)
- $11,947,079
Income & contributions
- Employer contributions
- $288,317
- Participant contributions
- $554,694
- Total contributions
- $843,011
- Total income / additions
- $2,596,913
Expenses & distributions
- Benefits paid
- $430,147
- Administrative expenses
- $29,559
- Total expenses
- $459,706
- Net increase / (decrease)
- $2,137,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $37,876 | not reported in the loaded dataset | 2023 |
| Ellis Benefits Group Inc | CONTRACT ADMIN | $2,990 | $5,000 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $5,312 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen & Hoshall, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Global Retirement Partners LLC — Schedule C compensation
- Ellis Benefits Group Inc — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation