Allen Edwin Residential Builders 401(K) Retirement Plan — Form 5500 plan (Allen Edwin Residential Builder, LLC)
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 Edwin Residential Builders 401(K) Retirement Plan is a benefit plan reported by Allen Edwin Residential Builder, LLC under EIN 87-3517408 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $14,560,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen Edwin Residential Builder, LLC
- EIN
- 87-3517408
- Plan number
- 001
- Plan type
- 2
- Location
- Portage, MI
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $14,560,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241015044810NAL0046730656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,560,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,560,020
- Net assets (BOY)
- $11,680,991
Income & contributions
- Employer contributions
- $563,432
- Participant contributions
- $861,858
- Total contributions
- $1,698,837
- Total income / additions
- $3,879,927
Expenses & distributions
- Benefits paid
- $952,181
- Administrative expenses
- $48,717
- Total expenses
- $1,000,898
- Net increase / (decrease)
- $2,879,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $31,637 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,937 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,143 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen Edwin Residential Builder, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Portage, MI
- Osaic Wealth, Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation