401k Plan data: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST plan

ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

ALLEN ADVISORY, P.C. FORMERLY ALLEN & CHEW, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ALLEN ADVISORY, P.C. FORMERLY ALLEN & CHEW, P.C.

Employer identification number (EIN): 860538085

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DUANE A. ALLEN
001 2017-01-01 DUANE A. ALLEN
001 2016-01-01 DUANE A. ALLEN
001 2015-01-01 DUANE A. ALLEN
001 2014-01-01 DUANE A. ALLEN
001 2013-01-01 DUANE A. ALLEN
001 2012-01-01 DUANE A. ALLEN
001 2011-01-01 DUANE A. ALLEN
001 2010-01-01 DUANE A. ALLEN
001 2009-01-01 DUANE A. ALLEN

Plan Statistics for ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2022: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-59,191
Expenses. Total of all expenses incurred	2022-12-31	$6,200
Benefits paid (including direct rollovers)	2022-12-31	$6,200
Total plan assets at end of year	2022-12-31	$382,318
Total plan assets at beginning of year	2022-12-31	$447,709
Other income received	2022-12-31	$-68,028
Net income (gross income less expenses)	2022-12-31	$-65,391
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$382,318
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$447,709
Total contributions received or receivable from employer(s)	2022-12-31	$8,837
2021 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$69,172
Expenses. Total of all expenses incurred	2021-12-31	$5,350
Benefits paid (including direct rollovers)	2021-12-31	$5,350
Total plan assets at end of year	2021-12-31	$447,709
Total plan assets at beginning of year	2021-12-31	$383,887
Other income received	2021-12-31	$61,710
Net income (gross income less expenses)	2021-12-31	$63,822
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$447,709
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$383,887
Total contributions received or receivable from employer(s)	2021-12-31	$7,462
2020 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$43,876
Total plan assets at end of year	2020-12-31	$383,887
Total plan assets at beginning of year	2020-12-31	$340,011
Other income received	2020-12-31	$37,482
Net income (gross income less expenses)	2020-12-31	$43,876
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$383,887
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$340,011
Total contributions received or receivable from employer(s)	2020-12-31	$6,394
2019 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$61,198
Expenses. Total of all expenses incurred	2019-12-31	$3,750
Benefits paid (including direct rollovers)	2019-12-31	$3,750
Total plan assets at end of year	2019-12-31	$340,011
Total plan assets at beginning of year	2019-12-31	$282,563
Other income received	2019-12-31	$56,055
Net income (gross income less expenses)	2019-12-31	$57,448
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$340,011
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$282,563
Total contributions received or receivable from employer(s)	2019-12-31	$5,143
2018 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-12,342
Expenses. Total of all expenses incurred	2018-12-31	$4,500
Benefits paid (including direct rollovers)	2018-12-31	$4,500
Total plan assets at end of year	2018-12-31	$282,563
Total plan assets at beginning of year	2018-12-31	$299,405
Other income received	2018-12-31	$-20,486
Net income (gross income less expenses)	2018-12-31	$-16,842
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$282,563
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$299,405
Total contributions received or receivable from employer(s)	2018-12-31	$8,144
2017 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$42,075
Expenses. Total of all expenses incurred	2017-12-31	$3,800
Benefits paid (including direct rollovers)	2017-12-31	$3,800
Total plan assets at end of year	2017-12-31	$299,405
Total plan assets at beginning of year	2017-12-31	$261,130
Other income received	2017-12-31	$31,931
Net income (gross income less expenses)	2017-12-31	$38,275
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$299,405
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$261,130
Total contributions received or receivable from employer(s)	2017-12-31	$10,144
2016 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$31,738
Expenses. Total of all expenses incurred	2016-12-31	$3,800
Benefits paid (including direct rollovers)	2016-12-31	$3,800
Total plan assets at end of year	2016-12-31	$261,130
Total plan assets at beginning of year	2016-12-31	$233,192
Other income received	2016-12-31	$22,151
Net income (gross income less expenses)	2016-12-31	$27,938
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$261,130
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$233,192
Total contributions received or receivable from employer(s)	2016-12-31	$9,587
2015 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$2,826
Expenses. Total of all expenses incurred	2015-12-31	$4,000
Benefits paid (including direct rollovers)	2015-12-31	$4,000
Total plan assets at end of year	2015-12-31	$233,192
Total plan assets at beginning of year	2015-12-31	$234,366
Other income received	2015-12-31	$-6,761
Net income (gross income less expenses)	2015-12-31	$-1,174
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$233,192
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$234,366
Total contributions received or receivable from employer(s)	2015-12-31	$9,587
2014 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$19,912
Expenses. Total of all expenses incurred	2014-12-31	$3,500
Benefits paid (including direct rollovers)	2014-12-31	$3,500
Total plan assets at end of year	2014-12-31	$234,366
Total plan assets at beginning of year	2014-12-31	$217,954
Other income received	2014-12-31	$9,060
Net income (gross income less expenses)	2014-12-31	$16,412
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$234,366
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$217,954
Total contributions received or receivable from employer(s)	2014-12-31	$10,852
2013 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$43,136
Expenses. Total of all expenses incurred	2013-12-31	$2,800
Benefits paid (including direct rollovers)	2013-12-31	$2,800
Total plan assets at end of year	2013-12-31	$217,954
Total plan assets at beginning of year	2013-12-31	$177,618
Other income received	2013-12-31	$34,035
Net income (gross income less expenses)	2013-12-31	$40,336
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$217,954
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$177,618
Total contributions received or receivable from employer(s)	2013-12-31	$9,101
2012 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$27,986
Expenses. Total of all expenses incurred	2012-12-31	$2,500
Benefits paid (including direct rollovers)	2012-12-31	$2,500
Total plan assets at end of year	2012-12-31	$177,618
Total plan assets at beginning of year	2012-12-31	$152,132
Other income received	2012-12-31	$17,585
Net income (gross income less expenses)	2012-12-31	$25,486
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$177,618
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$152,132
Total contributions received or receivable from employer(s)	2012-12-31	$10,401
2011 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$3,721
Expenses. Total of all expenses incurred	2011-12-31	$2,800
Benefits paid (including direct rollovers)	2011-12-31	$2,800
Total plan assets at end of year	2011-12-31	$152,132
Total plan assets at beginning of year	2011-12-31	$151,211
Other income received	2011-12-31	$-6,678
Net income (gross income less expenses)	2011-12-31	$921
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$152,132
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$151,211
Total contributions received or receivable from employer(s)	2011-12-31	$10,399
2010 : ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$25,025
Expenses. Total of all expenses incurred	2010-12-31	$2,500
Benefits paid (including direct rollovers)	2010-12-31	$2,500
Total plan assets at end of year	2010-12-31	$151,211
Total plan assets at beginning of year	2010-12-31	$128,686
Other income received	2010-12-31	$18,166
Net income (gross income less expenses)	2010-12-31	$22,525
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$151,211
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$128,686
Total contributions received or receivable from employer(s)	2010-12-31	$6,859

Form 5500 Responses for ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST

2022: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ALLEN & CHEW, P.C. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALLEN ADVISORY, P.C. FORMERLY ALLEN & CHEW, P.C.
Employer identification number (EIN):	860538085
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants