401k Plan data: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN plan

ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN
Plan identification number	003

ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ALLEN ORGAN COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name: ALLEN ORGAN COMPANY LLC

Employer identification number (EIN): 300521689

NAIC Classification: 339900

Additional information about ALLEN ORGAN COMPANY LLC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 587926

More information about ALLEN ORGAN COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 STEVE MARKOWITZ
003 2016-01-01 STEVE MARKOWITZ
003 2015-01-01 STEVE MARKOWITZ
003 2014-01-01 STEVE MARKOWITZ
003 2013-01-01 STEVE MARKOWITZ
003 2012-01-01 STEVE MARKOWITZ
003 2011-01-01 STEVE MARKOWITZ
003 2010-01-01 STEVEN A. MARKOWITZ
003 2009-01-01 STEVE MARKOWITZ

Plan Statistics for ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2023: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 133
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 27
Total of all active and inactive participants 2023-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 160
Number of participants with account balances 2023-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 135
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 168
Number of participants with account balances 2022-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 160
Number of participants with account balances 2021-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 134
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 169
Number of participants with account balances 2020-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 137
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 168
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 142
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 162
Number of participants with account balances 2018-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 143
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 167
Number of participants with account balances 2017-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 137
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 143
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 22
Total of all active and inactive participants 2015-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 171
Number of participants with account balances 2015-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 141
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 178
Number of participants with account balances 2014-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 152
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 188
Number of participants with account balances 2013-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 173
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 47
Total of all active and inactive participants 2012-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 220
Number of participants with account balances 2012-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 172
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 51
Total of all active and inactive participants 2011-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 223
Number of participants with account balances 2011-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 179
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 45
Total of all active and inactive participants 2010-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 224
Number of participants with account balances 2010-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 225
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 41
Total of all active and inactive participants 2009-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 266
Number of participants with account balances 2009-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	133
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	27
Total of all active and inactive participants	2023-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	160
Number of participants with account balances	2023-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	135
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	168
Number of participants with account balances	2022-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	160
Number of participants with account balances	2021-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	134
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	169
Number of participants with account balances	2020-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	137
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	168
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	142
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	162
Number of participants with account balances	2018-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	143
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	167
Number of participants with account balances	2017-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	137
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	143
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	22
Total of all active and inactive participants	2015-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	171
Number of participants with account balances	2015-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	141
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	178
Number of participants with account balances	2014-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	152
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	188
Number of participants with account balances	2013-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	173
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	47
Total of all active and inactive participants	2012-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	220
Number of participants with account balances	2012-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	172
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	51
Total of all active and inactive participants	2011-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	223
Number of participants with account balances	2011-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	179
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	45
Total of all active and inactive participants	2010-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	224
Number of participants with account balances	2010-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	225
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	41
Total of all active and inactive participants	2009-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	266
Number of participants with account balances	2009-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2023 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,072,025
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$677,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$612,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$580,413
Value of total assets at end of year	2023-12-31	$17,386,037
Value of total assets at beginning of year	2023-12-31	$14,991,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$64,768
Total interest from all sources	2023-12-31	$7,924
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$365,852
Participant contributions at end of year	2023-12-31	$115,216
Participant contributions at beginning of year	2023-12-31	$170,193
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$42,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$51
Total non interest bearing cash at end of year	2023-12-31	$418
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,394,934
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$17,386,037
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$14,991,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$31,770
Value of interest in pooled separate accounts at end of year	2023-12-31	$17,098,317
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$14,658,298
Interest on participant loans	2023-12-31	$7,924
Net investment gain/loss from pooled separate accounts	2023-12-31	$2,483,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$172,086
Employer contributions (assets) at end of year	2023-12-31	$172,086
Employer contributions (assets) at beginning of year	2023-12-31	$162,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$612,323
Contract administrator fees	2023-12-31	$32,947
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,361,539
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,483,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,449,898
Value of total corrective distributions	2022-12-31	$1,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$521,175
Value of total assets at end of year	2022-12-31	$14,991,103
Value of total assets at beginning of year	2022-12-31	$18,836,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,484
Total interest from all sources	2022-12-31	$6,806
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$358,563
Participant contributions at end of year	2022-12-31	$170,193
Participant contributions at beginning of year	2022-12-31	$115,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,845,153
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,991,103
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,836,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$14,658,298
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$18,575,908
Interest on participant loans	2022-12-31	$6,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,889,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$162,612
Employer contributions (assets) at end of year	2022-12-31	$162,612
Employer contributions (assets) at beginning of year	2022-12-31	$145,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,449,898
Contract administrator fees	2022-12-31	$32,484
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,734,189
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,120,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,110,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$581,768
Value of total assets at end of year	2021-12-31	$18,836,256
Value of total assets at beginning of year	2021-12-31	$18,221,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,641
Total interest from all sources	2021-12-31	$4,336
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$332,993
Participant contributions at end of year	2021-12-31	$115,119
Participant contributions at beginning of year	2021-12-31	$72,135
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$103,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$613,804
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,835,024
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,221,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$18,575,908
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$17,998,171
Interest on participant loans	2021-12-31	$4,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,148,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$145,229
Employer contributions (assets) at end of year	2021-12-31	$145,229
Employer contributions (assets) at beginning of year	2021-12-31	$150,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,110,744
Contract administrator fees	2021-12-31	$9,641
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CONCANNON, MILLER & CO., P.C.
Accountancy firm EIN	2021-12-31	232620120
2020 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,942,065
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$469,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$467,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$481,986
Value of total assets at end of year	2020-12-31	$18,221,220
Value of total assets at beginning of year	2020-12-31	$15,748,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,054
Total interest from all sources	2020-12-31	$5,267
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$331,072
Participant contributions at end of year	2020-12-31	$72,135
Participant contributions at beginning of year	2020-12-31	$102,254
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,472,741
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,221,220
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,748,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$17,998,171
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$15,482,990
Interest on participant loans	2020-12-31	$5,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,454,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$150,914
Employer contributions (assets) at end of year	2020-12-31	$150,914
Employer contributions (assets) at beginning of year	2020-12-31	$163,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$467,270
Contract administrator fees	2020-12-31	$2,054
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CONCANNON, MILLER & CO., P.C.
Accountancy firm EIN	2020-12-31	232620120
2019 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,039,129
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$477,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$474,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$543,385
Value of total assets at end of year	2019-12-31	$15,748,479
Value of total assets at beginning of year	2019-12-31	$13,186,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,230
Total interest from all sources	2019-12-31	$6,190
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$348,901
Participant contributions at end of year	2019-12-31	$102,254
Participant contributions at beginning of year	2019-12-31	$116,276
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,249
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$2,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,561,888
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,748,479
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,186,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,482,990
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$12,914,948
Interest on participant loans	2019-12-31	$6,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,489,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$163,235
Employer contributions (assets) at end of year	2019-12-31	$163,235
Employer contributions (assets) at beginning of year	2019-12-31	$152,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$474,011
Contract administrator fees	2019-12-31	$3,230
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CONCANNON, MILLER & CO. P.C.
Accountancy firm EIN	2019-12-31	232620120
2018 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-39,672
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$817,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$812,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$493,013
Value of total assets at end of year	2018-12-31	$13,186,591
Value of total assets at beginning of year	2018-12-31	$14,043,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,758
Total interest from all sources	2018-12-31	$6,298
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,675
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$340,103
Participant contributions at end of year	2018-12-31	$116,276
Participant contributions at beginning of year	2018-12-31	$102,651
Total non interest bearing cash at end of year	2018-12-31	$2,457
Total non interest bearing cash at beginning of year	2018-12-31	$373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-857,375
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,186,591
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,043,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$12,914,948
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$13,784,480
Interest on participant loans	2018-12-31	$6,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-538,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$152,910
Employer contributions (assets) at end of year	2018-12-31	$152,910
Employer contributions (assets) at beginning of year	2018-12-31	$156,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$812,945
Contract administrator fees	2018-12-31	$2,083
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CONCANNON, MILLER & CO. P.C.
Accountancy firm EIN	2018-12-31	232620120
2017 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,388,558
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$610,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$605,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$497,288
Value of total assets at end of year	2017-12-31	$14,043,966
Value of total assets at beginning of year	2017-12-31	$12,265,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,727
Total interest from all sources	2017-12-31	$4,887
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$2,630
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$340,975
Participant contributions at end of year	2017-12-31	$102,651
Participant contributions at beginning of year	2017-12-31	$115,313
Total non interest bearing cash at end of year	2017-12-31	$373
Total non interest bearing cash at beginning of year	2017-12-31	$504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,778,499
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,043,966
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,265,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$13,784,480
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$12,021,274
Interest on participant loans	2017-12-31	$4,887
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,886,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$156,313
Employer contributions (assets) at end of year	2017-12-31	$156,462
Employer contributions (assets) at beginning of year	2017-12-31	$128,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$605,332
Contract administrator fees	2017-12-31	$2,097
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CONCANNON, MILLER & CO. P.C.
Accountancy firm EIN	2017-12-31	232620120
2016 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,261,402
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,597,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,593,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$447,081
Value of total assets at end of year	2016-12-31	$12,265,467
Value of total assets at beginning of year	2016-12-31	$12,601,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,753
Total interest from all sources	2016-12-31	$6,475
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,385
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$319,010
Participant contributions at end of year	2016-12-31	$115,313
Participant contributions at beginning of year	2016-12-31	$195,403
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$258
Total non interest bearing cash at end of year	2016-12-31	$504
Total non interest bearing cash at beginning of year	2016-12-31	$565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-335,671
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,265,467
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,601,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$12,021,274
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$12,280,372
Income. Interest from loans (other than to participants)	2016-12-31	$6,475
Net investment gain/loss from pooled separate accounts	2016-12-31	$807,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$127,813
Employer contributions (assets) at end of year	2016-12-31	$128,376
Employer contributions (assets) at beginning of year	2016-12-31	$124,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,593,320
Contract administrator fees	2016-12-31	$1,368
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CONCANNON, MILLER & CO. P.C.
Accountancy firm EIN	2016-12-31	232620120
2015 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$594,255
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,814,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,809,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$576,032
Value of total assets at end of year	2015-12-31	$12,601,138
Value of total assets at beginning of year	2015-12-31	$13,821,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,802
Total interest from all sources	2015-12-31	$9,003
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$3,015
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$319,653
Participant contributions at end of year	2015-12-31	$195,403
Participant contributions at beginning of year	2015-12-31	$232,623
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$131,578
Total non interest bearing cash at end of year	2015-12-31	$565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,220,473
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,601,138
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,821,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$12,280,372
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$13,457,225
Interest on participant loans	2015-12-31	$9,003
Net investment gain/loss from pooled separate accounts	2015-12-31	$9,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$124,801
Employer contributions (assets) at end of year	2015-12-31	$124,798
Employer contributions (assets) at beginning of year	2015-12-31	$131,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,809,926
Contract administrator fees	2015-12-31	$1,787
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CONCANNON, MILLER & CO. P.C.
Accountancy firm EIN	2015-12-31	232620120
2014 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,263,480
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,451,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,446,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$473,979
Value of total assets at end of year	2014-12-31	$13,821,611
Value of total assets at beginning of year	2014-12-31	$14,009,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,779
Total interest from all sources	2014-12-31	$9,499
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$2,595
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$342,216
Participant contributions at end of year	2014-12-31	$232,623
Participant contributions at beginning of year	2014-12-31	$267,789
Total non interest bearing cash at beginning of year	2014-12-31	$2,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-187,981
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,821,611
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,009,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$13,457,225
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$13,606,239
Interest on participant loans	2014-12-31	$9,499
Net investment gain/loss from pooled separate accounts	2014-12-31	$780,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$131,763
Employer contributions (assets) at end of year	2014-12-31	$131,763
Employer contributions (assets) at beginning of year	2014-12-31	$133,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,446,682
Contract administrator fees	2014-12-31	$2,184
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CONCANNON, MILLER, & CO.
Accountancy firm EIN	2014-12-31	232620120
2013 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$46,587
Total income from all sources (including contributions)	2013-12-31	$2,835,140
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,586,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,580,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$480,312
Value of total assets at end of year	2013-12-31	$14,009,592
Value of total assets at beginning of year	2013-12-31	$12,807,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,118
Total interest from all sources	2013-12-31	$12,472
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$2,135
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$347,007
Participant contributions at end of year	2013-12-31	$267,789
Participant contributions at beginning of year	2013-12-31	$367,074
Total non interest bearing cash at end of year	2013-12-31	$2,286
Total non interest bearing cash at beginning of year	2013-12-31	$46,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,248,895
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,009,592
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,760,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,844,244
Value of interest in pooled separate accounts at end of year	2013-12-31	$13,606,239
Interest on participant loans	2013-12-31	$12,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,405,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,405,839
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,342,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$133,305
Employer contributions (assets) at end of year	2013-12-31	$133,278
Employer contributions (assets) at beginning of year	2013-12-31	$143,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,580,127
Contract administrator fees	2013-12-31	$3,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$46,587
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CONCANNON, MILLER & CO., P.C.
Accountancy firm EIN	2013-12-31	232620120
2012 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$46,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$40,068
Total income from all sources (including contributions)	2012-12-31	$1,939,390
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$385,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$381,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$521,231
Value of total assets at end of year	2012-12-31	$12,807,284
Value of total assets at beginning of year	2012-12-31	$11,246,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,265
Total interest from all sources	2012-12-31	$15,442
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$309,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$309,333
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$377,691
Participant contributions at end of year	2012-12-31	$367,074
Participant contributions at beginning of year	2012-12-31	$346,244
Participant contributions at beginning of year	2012-12-31	$6,788
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$2,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$46,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$40,068
Total non interest bearing cash at end of year	2012-12-31	$46,587
Total non interest bearing cash at beginning of year	2012-12-31	$30,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,554,013
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,760,697
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,206,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,844,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,574,184
Interest on participant loans	2012-12-31	$15,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,405,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,143,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,143,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,093,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$143,540
Employer contributions (assets) at end of year	2012-12-31	$143,540
Employer contributions (assets) at beginning of year	2012-12-31	$142,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$381,112
Contract administrator fees	2012-12-31	$4,265
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CONCANNON, MILLER & CO., P.C.
Accountancy firm EIN	2012-12-31	232620120
2011 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$40,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$592,694
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$403,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$397,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$708,919
Value of total assets at end of year	2011-12-31	$11,246,752
Value of total assets at beginning of year	2011-12-31	$11,017,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,296
Total interest from all sources	2011-12-31	$13,951
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$262,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$262,559
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$380,508
Participant contributions at end of year	2011-12-31	$346,244
Participant contributions at beginning of year	2011-12-31	$273,366
Participant contributions at end of year	2011-12-31	$6,788
Participant contributions at beginning of year	2011-12-31	$7,640
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$42,195
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$40,068
Total non interest bearing cash at end of year	2011-12-31	$30,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$188,713
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,206,684
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,017,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,574,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,657,641
Interest on participant loans	2011-12-31	$13,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,143,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,079,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,079,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-392,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$286,216
Employer contributions (assets) at end of year	2011-12-31	$142,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$397,685
Contract administrator fees	2011-12-31	$6,296
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CONCANNON, MILLER & CO., P.C.
Accountancy firm EIN	2011-12-31	232620120
2010 : ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,932,169
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,149,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,111,490
Expenses. Certain deemed distributions of participant loans	2010-12-31	$32,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,926,957
Value of total assets at end of year	2010-12-31	$11,017,971
Value of total assets at beginning of year	2010-12-31	$9,235,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,085
Total interest from all sources	2010-12-31	$13,136
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$260,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$260,618
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$374,476
Participant contributions at end of year	2010-12-31	$273,366
Participant contributions at beginning of year	2010-12-31	$261,367
Participant contributions at end of year	2010-12-31	$7,640
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,552,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,782,276
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,017,971
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,235,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,657,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,088,554
Interest on participant loans	2010-12-31	$13,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,079,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$885,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$885,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$731,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,111,490
Contract administrator fees	2010-12-31	$6,085
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CONCANNON, MILLER & CO, P.C.
Accountancy firm EIN	2010-12-31	232620120

Form 5500 Responses for ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN

2023: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLEN ORGAN COMPANY SAVINGS AND 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLEN ORGAN COMPANY SAVINGS AND 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLEN ORGAN COMPANY SAVINGS AND 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLEN ORGAN COMPANY SAVINGS AND 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLEN ORGAN COMPANY SAVINGS AND 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALLEN ORGAN COMPANY SAVINGS AND 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLEN ORGAN COMPANY SAVINGS AND 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ALLEN ORGAN COMPANY SAVINGS AND 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110624

Policy instance

Insurance contract or identification number	110624
Number of Individuals Covered	146
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,937
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110624

Policy instance

Insurance contract or identification number	110624
Number of Individuals Covered	155
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $38,982
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	30992
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110624

Policy instance

Insurance contract or identification number	110624
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $46,105
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	36867
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110624

Policy instance

Insurance contract or identification number	110624
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $39,508
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	31649
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110624

Policy instance

Insurance contract or identification number	110624
Number of Individuals Covered	160
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $35,766
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28650
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110624

Policy instance

Insurance contract or identification number	110624
Number of Individuals Covered	150
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $34,426
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6968
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110624

Policy instance

Insurance contract or identification number	110624
Number of Individuals Covered	155
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $32,784
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	26276
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3
Insurance broker name	THE PARAGON ALLIANCE GROUP

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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.
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Company Name:	ALLEN ORGAN COMPANY LLC
Employer identification number (EIN):	300521689
NAIC Classification:	339900

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	587926