Allan Bros, Inc. 401(K) Plan And Trust — Form 5500 plan (Allan Bros, 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, Allan Bros, Inc. 401(K) Plan And Trust is a benefit plan reported by Allan Bros, Inc. under EIN 91-0754316 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,077 participants and $18,954,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allan Bros, Inc.
EIN
91-0754316
Plan number
001
Plan type
2
Location
Naches, WA
Latest filing year
2023
Participants
1,077
End-of-year plan assets
$18,954,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,077H, C20240820051424NAL0005081522001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,954,892
Total liabilities (EOY)
$0
Net assets (EOY)
$18,954,892
Net assets (BOY)
$15,231,490

Income & contributions

Employer contributions
$862,157
Participant contributions
$1,378,138
Total contributions
$2,240,295
Total income / additions
$4,893,109

Expenses & distributions

Benefits paid
$1,104,698
Administrative expenses
$65,009
Total expenses
$1,169,707
Net increase / (decrease)
$3,723,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
RbcINVESTMENT/FINANCIAL ADVI$41,269$02023
Adp, Inc.RECORD KEEPER$23,740$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages