R. W. ALLEN CONSTRUCTION, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R. W. ALLEN HEALTH AND WELFARE PLAN
| Measure | Date | Value |
|---|
| 2023 : R. W. ALLEN HEALTH AND WELFARE PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $15,574 |
| Total plan liabilities at beginning of year | 2023-12-31 | $15,748 |
| Total income from all sources | 2023-12-31 | $37,719 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $21,784 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $4,013 |
| Total plan assets at end of year | 2023-12-31 | $135,316 |
| Total plan assets at beginning of year | 2023-12-31 | $119,555 |
| Value of fidelity bond covering the plan | 2023-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $9,535 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $16,511 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $316 |
| Net income (gross income less expenses) | 2023-12-31 | $15,935 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $119,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $103,807 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $27,868 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,260 |
| Total plan liabilities at end of year | 2023-11-30 | $15,748 |
| Total plan liabilities at beginning of year | 2023-11-30 | $0 |
| Total income from all sources | 2023-11-30 | $396,956 |
| Expenses. Total of all expenses incurred | 2023-11-30 | $293,149 |
| Benefits paid (including direct rollovers) | 2023-11-30 | $105,639 |
| Total plan assets at end of year | 2023-11-30 | $119,555 |
| Total plan assets at beginning of year | 2023-11-30 | $0 |
| Value of fidelity bond covering the plan | 2023-11-30 | $50,000 |
| Total contributions received or receivable from participants | 2023-11-30 | $122,111 |
| Expenses. Other expenses not covered elsewhere | 2023-11-30 | $174,420 |
| Contributions received from other sources (not participants or employers) | 2023-11-30 | $0 |
| Other income received | 2023-11-30 | $1,083 |
| Net income (gross income less expenses) | 2023-11-30 | $103,807 |
| Net plan assets at end of year (total assets less liabilities) | 2023-11-30 | $103,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-11-30 | $273,762 |
| Value of corrective distributions | 2023-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-11-30 | $13,090 |
| 2023: R. W. ALLEN HEALTH AND WELFARE PLAN 2023 form 5500 responses |
|---|
| 2023-12-01 | Type of plan entity | Single employer plan |
| 2023-12-01 | Submission has been amended | No |
| 2023-12-01 | This submission is the final filing | No |
| 2023-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-12-01 | Plan is a collectively bargained plan | No |
| 2023-12-01 | Plan funding arrangement – Insurance | Yes |
| 2023-12-01 | Plan funding arrangement – Trust | Yes |
| 2023-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-12-01 | Plan benefit arrangement - Trust | Yes |
| 2023-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: R. W. ALLEN HEALTH AND WELFARE PLAN 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | First time form 5500 has been submitted | Yes |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | No |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan funding arrangement – Trust | Yes |
| 2022-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement - Trust | Yes |
| 2022-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
