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JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN
Plan identification number 004

JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN F. ALLEN AND SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. ALLEN AND SON, INC.
Employer identification number (EIN):050097110
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01JOHN BUFFUM2024-07-18 JOHN BUFFUM2024-07-18
0042022-01-01JOHN BUFFUM2023-04-03
0042021-01-01JOHN BUFFUM2022-06-02
0042020-01-01JOHN BUFFUM2021-06-28 JOHN BUFFUM2021-06-28
0042018-01-01JOHN BUFFUM2019-08-28 JOHN BUFFUM2019-08-28
0042017-01-01JOHN BUFFUM2018-08-14 JOHN BUFFUM2018-08-14
0042016-01-01JOHN BUFFUM2017-08-30 JOHN BUFFUM2017-08-30
0042015-01-01JOHN BUFFUM2016-08-30 JOHN BUFFUM2016-08-30
0042014-01-01JOHN BUFFUM2015-07-21 JOHN BUFFUM2015-07-21
0042013-01-01JOHN BUFFUM2014-06-23 JOHN BUFFUM2014-06-23
0042012-01-01JOHN BUFFUM2013-08-20 JOHN BUFFUM2013-08-20
0042011-01-01JOHN BUFFUM2012-07-16 JOHN BUFFUM2012-07-16
0042010-01-01JOHN BUFFUM2011-08-17 JOHN BUFFUM2011-08-17

Plan Statistics for JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN

Measure Date Value
2025: JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1819
Total number of particpants at end of year2025-04-1819
Number of Participants With Account Balances2025-04-1814
2024: JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1818
Total number of particpants at end of year2024-07-1819
Number of Participants With Account Balances2024-07-1812

Financial Data on JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-18776552
Net assets as of the end of the plan year2025-04-184217215
Total assets as of the beginning of the plan year2025-04-184601707
Value of plan covered by a fidelity bond2025-04-18500000
Participant contributions to plan in this plan year2025-04-1830745
Other expenses paid from plan in this plan year2025-04-1810417
Other income to plan in this plan year2025-04-18361315
Plan net income in this plan year2025-04-18-384492
Net assets as of the end of the plan year2025-04-184217215
Net assets as of the beginning of the plan year2025-04-184601707
2024 : JOHN F. ALLEN AND SON, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1858599
Net assets as of the end of the plan year2024-07-184601707
Total assets as of the beginning of the plan year2024-07-184275584
Value of plan covered by a fidelity bond2024-07-18450000
Other income to plan in this plan year2024-07-18365992
Plan net income in this plan year2024-07-18326123
Net assets as of the end of the plan year2024-07-184601707
Net assets as of the beginning of the plan year2024-07-184275584
Employer contributions to plan in this plan year2024-07-1818730
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1810295

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