THE ALLEN FIRM PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-12 | 15 |
| Total number of particpants at end of year | 2025-10-12 | 12 |
| Number of Participants With Account Balances | 2025-10-12 | 11 |
| 2024: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-09 | 14 |
| Total number of particpants at end of year | 2024-10-09 | 14 |
| Number of Participants With Account Balances | 2024-10-09 | 11 |
| 2022: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-28 | 18 |
| Total number of particpants at end of year | 2022-07-28 | 17 |
| Number of Participants With Account Balances | 2022-07-28 | 14 |
| 2017: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 15 |
| Number of participants with account balances | 2017-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 13 |
| Number of participants with account balances | 2016-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 14 |
| Number of participants with account balances | 2015-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 13 |
| Number of participants with account balances | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 12 |
| Number of participants with account balances | 2012-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 11 |
| Number of participants with account balances | 2009-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-12 | 16761 |
| Net assets as of the end of the plan year | 2025-10-12 | 1062414 |
| Total assets as of the beginning of the plan year | 2025-10-12 | 882473 |
| Value of plan covered by a fidelity bond | 2025-10-12 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-12 | 42777 |
| Value of participant loans at end of plan year | 2025-10-12 | 5608 |
| Other expenses paid from plan in this plan year | 2025-10-12 | 0 |
| Other contributions to plan in this plan year | 2025-10-12 | 22426 |
| Other income to plan in this plan year | 2025-10-12 | 120478 |
| Plan net income in this plan year | 2025-10-12 | 179941 |
| Net assets as of the end of the plan year | 2025-10-12 | 1062414 |
| Net assets as of the beginning of the plan year | 2025-10-12 | 882473 |
| Employer contributions to plan in this plan year | 2025-10-12 | 11021 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-12 | 370 |
| 2024 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 94673 |
| Net assets as of the end of the plan year | 2024-10-09 | 882473 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 806078 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 150000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 43031 |
| Value of participant loans at end of plan year | 2024-10-09 | 9834 |
| Other expenses paid from plan in this plan year | 2024-10-09 | 0 |
| Other contributions to plan in this plan year | 2024-10-09 | 0 |
| Other income to plan in this plan year | 2024-10-09 | 118779 |
| Plan net income in this plan year | 2024-10-09 | 76395 |
| Net assets as of the end of the plan year | 2024-10-09 | 882473 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 806078 |
| Employer contributions to plan in this plan year | 2024-10-09 | 9258 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 845 |
| 2022 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-28 | 7298 |
| Net assets as of the end of the plan year | 2022-07-28 | 1070262 |
| Total assets as of the beginning of the plan year | 2022-07-28 | 912584 |
| Value of plan covered by a fidelity bond | 2022-07-28 | 150000 |
| Participant contributions to plan in this plan year | 2022-07-28 | 51979 |
| Other expenses paid from plan in this plan year | 2022-07-28 | 0 |
| Other contributions to plan in this plan year | 2022-07-28 | 0 |
| Other income to plan in this plan year | 2022-07-28 | 95496 |
| Plan net income in this plan year | 2022-07-28 | 157678 |
| Net assets as of the end of the plan year | 2022-07-28 | 1070262 |
| Net assets as of the beginning of the plan year | 2022-07-28 | 912584 |
| Employer contributions to plan in this plan year | 2022-07-28 | 17501 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-28 | 0 |
| 2018 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $31,755 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,832 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,832 |
| Total plan assets at end of year | 2018-12-31 | $631,373 |
| Total plan assets at beginning of year | 2018-12-31 | $601,450 |
| Value of fidelity bond covering the plan | 2018-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $38,809 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-19,331 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $29,923 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $631,373 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $601,450 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $12,277 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $96,576 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,970 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,970 |
| Total plan assets at end of year | 2017-12-31 | $601,450 |
| Total plan assets at beginning of year | 2017-12-31 | $506,844 |
| Value of fidelity bond covering the plan | 2017-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $31,656 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $59,350 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $94,606 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $601,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $506,844 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $5,570 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $115,185 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $523,937 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $523,937 |
| Total plan assets at end of year | 2016-12-31 | $506,844 |
| Total plan assets at beginning of year | 2016-12-31 | $915,596 |
| Value of fidelity bond covering the plan | 2016-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $53,833 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $6,822 |
| Other income received | 2016-12-31 | $29,756 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-408,752 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $506,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $915,596 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $24,774 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $87,003 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $38,476 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $38,476 |
| Total plan assets at end of year | 2015-12-31 | $915,596 |
| Total plan assets at beginning of year | 2015-12-31 | $867,069 |
| Value of fidelity bond covering the plan | 2015-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $41,794 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $27,730 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $48,527 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $915,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $867,069 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,479 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $83,414 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $196,706 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $196,666 |
| Total plan assets at end of year | 2014-12-31 | $867,069 |
| Total plan assets at beginning of year | 2014-12-31 | $980,361 |
| Value of fidelity bond covering the plan | 2014-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $38,185 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $40,125 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-113,292 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $867,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $980,361 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $5,104 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $40 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $98,758 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $9,229 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $9,229 |
| Total plan assets at end of year | 2013-12-31 | $980,361 |
| Total plan assets at beginning of year | 2013-12-31 | $890,832 |
| Value of fidelity bond covering the plan | 2013-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $31,869 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $51,321 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $89,529 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $980,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $890,832 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,568 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $166,648 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $44,639 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $44,639 |
| Total plan assets at end of year | 2012-12-31 | $890,832 |
| Total plan assets at beginning of year | 2012-12-31 | $768,823 |
| Value of fidelity bond covering the plan | 2012-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $36,732 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $59,916 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $122,009 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $890,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $768,823 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $122,395 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,693 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,693 |
| Total plan assets at end of year | 2011-12-31 | $768,823 |
| Total plan assets at beginning of year | 2011-12-31 | $660,121 |
| Value of fidelity bond covering the plan | 2011-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $42,577 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $9,818 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $108,702 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $768,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $660,121 |
| Assets. Value of participant loans | 2011-12-31 | $5,981 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $70,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $157,120 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,164,901 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,161,903 |
| Total plan assets at end of year | 2010-12-31 | $660,121 |
| Total plan assets at beginning of year | 2010-12-31 | $1,667,902 |
| Value of fidelity bond covering the plan | 2010-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $37,565 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,793 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $49,555 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-1,007,781 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $660,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,667,902 |
| Assets. Value of participant loans | 2010-12-31 | $12,563 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $70,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $205 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $47,820 |
| 2009 : THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2017: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE ALLEN FIRM PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
