401k Plan data: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN plan

ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN
Plan identification number	001

ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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).
Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 ALLEN ALLEN AND ALLEN has sponsored the creation of one or more 401k plans.

Company Name: ALLEN ALLEN ALLEN AND ALLEN

Employer identification number (EIN): 540852062

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about ALLEN ALLEN ALLEN AND ALLEN

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1971-01-26

Company Identification Number: 0130110

Legal Registered Office Address: 1809 STAPLES MILL ROAD

RICHMOND
United States of America (USA)
23230

More information about ALLEN ALLEN ALLEN AND ALLEN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TRENT S KERNS TRENT S KERNS 2018-08-06
001 2016-01-01 TRENT S KERNS TRENT S KERNS 2017-07-26
001 2015-01-01 TRENT S KERNS TRENT S KERNS 2016-10-06
001 2015-01-01 TRENT S KERNS TRENT S KERNS 2016-11-15
001 2014-01-01 TRENT S KERNS TRENT S KERNS 2016-11-15
001 2014-01-01 TRENT KERNS TRENT KERNS 2015-10-09
001 2013-01-01 TRENT KERNS TRENT KERNS 2014-10-09
001 2012-01-01 TRACY PURITZ TRACY PURITZ 2013-10-15
001 2011-01-01 TRACY PURITZ TRACY PURITZ 2012-09-24
001 2010-01-01 TRACY PURITZ TRACY PURITZ 2012-01-16
001 2009-01-01 TRACY PURITZ TRACY PURITZ 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TRENT S KERNS	TRENT S KERNS	2018-08-06
001	2016-01-01	TRENT S KERNS	TRENT S KERNS	2017-07-26
001	2015-01-01	TRENT S KERNS	TRENT S KERNS	2016-10-06
001	2015-01-01	TRENT S KERNS	TRENT S KERNS	2016-11-15
001	2014-01-01	TRENT S KERNS	TRENT S KERNS	2016-11-15
001	2014-01-01	TRENT KERNS	TRENT KERNS	2015-10-09
001	2013-01-01	TRENT KERNS	TRENT KERNS	2014-10-09
001	2012-01-01	TRACY PURITZ	TRACY PURITZ	2013-10-15
001	2011-01-01	TRACY PURITZ	TRACY PURITZ	2012-09-24
001	2010-01-01	TRACY PURITZ	TRACY PURITZ	2012-01-16
001	2009-01-01	TRACY PURITZ	TRACY PURITZ	2010-10-14

Plan Statistics for ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 169
Number of other retired or separated participants entitled to future benefits 2022-01-01 71
Total of all active and inactive participants 2022-01-01 240
Total participants 2022-01-01 240
Number of participants with account balances 2022-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 25
2021: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 161
Number of other retired or separated participants entitled to future benefits 2021-01-01 62
Total of all active and inactive participants 2021-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 223
Number of participants with account balances 2021-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 154
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 206
Total participants 2020-01-01 206
Number of participants with account balances 2020-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 192
Total participants 2019-01-01 192
Number of participants with account balances 2019-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 138
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 170
Number of participants with account balances 2018-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 129
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 162
Number of participants with account balances 2017-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 133
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 158
Total participants 2016-01-01 158
Number of participants with account balances 2016-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 157
Number of participants with account balances 2015-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 122
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 147
Total participants 2014-01-01 147
Number of participants with account balances 2014-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 124
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 147
Number of participants with account balances 2013-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 122
Number of retired or separated participants receiving benefits 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 142
Number of participants with account balances 2012-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 127
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 143
Number of participants with account balances 2011-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 124
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 143
Number of participants with account balances 2010-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 120
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 20
Total of all active and inactive participants 2009-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 141
Number of participants with account balances 2009-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	169
Number of other retired or separated participants entitled to future benefits	2022-01-01	71
Total of all active and inactive participants	2022-01-01	240
Total participants	2022-01-01	240
Number of participants with account balances	2022-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	25
2021: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	161
Number of other retired or separated participants entitled to future benefits	2021-01-01	62
Total of all active and inactive participants	2021-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	223
Number of participants with account balances	2021-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	154
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	206
Total participants	2020-01-01	206
Number of participants with account balances	2020-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	192
Total participants	2019-01-01	192
Number of participants with account balances	2019-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	138
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	170
Number of participants with account balances	2018-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	129
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	162
Number of participants with account balances	2017-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	133
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	158
Total participants	2016-01-01	158
Number of participants with account balances	2016-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	157
Number of participants with account balances	2015-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	122
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	147
Total participants	2014-01-01	147
Number of participants with account balances	2014-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	124
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	147
Number of participants with account balances	2013-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	122
Number of retired or separated participants receiving benefits	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	142
Number of participants with account balances	2012-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	127
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	143
Number of participants with account balances	2011-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	124
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	143
Number of participants with account balances	2010-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	120
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	20
Total of all active and inactive participants	2009-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	141
Number of participants with account balances	2009-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-5,917,581
Total of all expenses incurred	2022-12-31	$2,300,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,288,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,431,925
Value of total assets at end of year	2022-12-31	$54,374,284
Value of total assets at beginning of year	2022-12-31	$62,591,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$11,421
Total interest from all sources	2022-12-31	$305,384
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,601,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,601,589
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,363,408
Participant contributions at end of year	2022-12-31	$308,280
Participant contributions at beginning of year	2022-12-31	$354,053
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$477,550
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$438,504
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$769,194
Other income not declared elsewhere	2022-12-31	$39,047
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	$-8,217,667
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$54,374,284
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$62,591,951
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$36,947,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$45,898,371
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$74
Interest on participant loans	2022-12-31	$15,525
Interest earned on other investments	2022-12-31	$289,772
Value of interest in common/collective trusts at end of year	2022-12-31	$5,435,404
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,159,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$11,203,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$10,741,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,782,548
Net investment gain/loss from pooled separate accounts	2022-12-31	$5,499
Net investment gain or loss from common/collective trusts	2022-12-31	$-518,477
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	$1,299,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,288,665
Contract administrator fees	2022-12-31	$11,421
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	KEITER, STEPHENS, HURST, ET AL.
Accountancy firm EIN	2022-12-31	541631262
2021 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$10,407,250
Total of all expenses incurred	2021-12-31	$3,988,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,980,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,521,125
Value of total assets at end of year	2021-12-31	$62,591,951
Value of total assets at beginning of year	2021-12-31	$56,173,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,554
Total interest from all sources	2021-12-31	$328,255
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,254,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,254,992
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$1,226,948
Participant contributions at end of year	2021-12-31	$354,053
Participant contributions at beginning of year	2021-12-31	$253,619
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$438,504
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$407,577
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$115,629
Other income not declared elsewhere	2021-12-31	$30,926
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	$6,418,864
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$62,591,951
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$56,173,087
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$45,898,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$31,495,520
Value of interest in pooled separate accounts at end of year	2021-12-31	$74
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$13,554,820
Interest on participant loans	2021-12-31	$14,637
Interest earned on other investments	2021-12-31	$313,618
Value of interest in common/collective trusts at end of year	2021-12-31	$5,159,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$10,741,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$10,461,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,237,664
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,818,517
Net investment gain or loss from common/collective trusts	2021-12-31	$215,771
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	Yes
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	$1,178,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,980,832
Contract administrator fees	2021-12-31	$7,554
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	Unqualified
Accountancy firm name	2021-12-31	KEITER, STEPHENS, HURST, ET AL.
Accountancy firm EIN	2021-12-31	541631262
2020 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$9,774,806
Total of all expenses incurred	2020-12-31	$2,039,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,036,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,517,938
Value of total assets at end of year	2020-12-31	$56,173,087
Value of total assets at beginning of year	2020-12-31	$48,437,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,141
Total interest from all sources	2020-12-31	$375,809
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	$1,000,000
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	$1,211,151
Participant contributions at end of year	2020-12-31	$253,619
Participant contributions at beginning of year	2020-12-31	$310,051
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$407,577
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$363,612
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$207,052
Other income not declared elsewhere	2020-12-31	$2,017
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	$7,735,511
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$56,173,087
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$48,437,576
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$31,495,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,680,220
Value of interest in pooled separate accounts at end of year	2020-12-31	$13,554,820
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$12,347,247
Interest on participant loans	2020-12-31	$15,849
Interest earned on other investments	2020-12-31	$359,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$10,461,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,736,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,769,084
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,109,958
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	$1,099,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,036,154
Contract administrator fees	2020-12-31	$3,141
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	Unqualified
Accountancy firm name	2020-12-31	KEITER, STEPHENS, HURST, ET AL.
Accountancy firm EIN	2020-12-31	541631262
2019 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$11,522,650
Total of all expenses incurred	2019-12-31	$1,162,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,158,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,287,521
Value of total assets at end of year	2019-12-31	$48,437,576
Value of total assets at beginning of year	2019-12-31	$38,077,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,973
Total interest from all sources	2019-12-31	$253,003
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	$1,000,000
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	$1,116,582
Participant contributions at end of year	2019-12-31	$310,051
Participant contributions at beginning of year	2019-12-31	$366,920
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$363,612
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$278,153
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,088,300
Other income not declared elsewhere	2019-12-31	$85,458
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	$10,359,887
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$48,437,576
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$38,077,689
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,680,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,535,358
Value of interest in pooled separate accounts at end of year	2019-12-31	$12,347,247
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,183,865
Interest on participant loans	2019-12-31	$17,621
Interest earned on other investments	2019-12-31	$235,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,736,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,713,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,266,162
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,630,506
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	$1,082,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,158,790
Contract administrator fees	2019-12-31	$3,973
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2019-12-31	560747981
2018 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$208,798
Total of all expenses incurred	2018-12-31	$1,351,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,347,396
Value of total corrective distributions	2018-12-31	$764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,043,849
Value of total assets at end of year	2018-12-31	$38,077,689
Value of total assets at beginning of year	2018-12-31	$39,220,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,820
Total interest from all sources	2018-12-31	$213,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$976,287
Participant contributions at end of year	2018-12-31	$366,920
Participant contributions at beginning of year	2018-12-31	$313,028
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$278,153
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$316,322
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$83,452
Other income not declared elsewhere	2018-12-31	$-38,169
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	$-1,143,182
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$38,077,689
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$39,220,871
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,535,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,638,723
Value of interest in pooled separate accounts at end of year	2018-12-31	$9,183,865
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$9,819,621
Interest on participant loans	2018-12-31	$15,202
Interest earned on other investments	2018-12-31	$198,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,713,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,133,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,375,926
Net investment gain/loss from pooled separate accounts	2018-12-31	$-634,352
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	$984,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,347,396
Contract administrator fees	2018-12-31	$3,820
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2018-12-31	560747981
2017 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$8,176,089
Total of all expenses incurred	2017-12-31	$3,774,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,768,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,637,008
Value of total assets at end of year	2017-12-31	$39,220,871
Value of total assets at beginning of year	2017-12-31	$34,819,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,800
Total interest from all sources	2017-12-31	$225,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$962,017
Participant contributions at end of year	2017-12-31	$313,028
Participant contributions at beginning of year	2017-12-31	$353,582
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$316,322
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$9,106,161
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$739,209
Other income not declared elsewhere	2017-12-31	$676,081
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	$4,401,605
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$39,220,871
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$34,819,266
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,638,723
Value of interest in pooled separate accounts at end of year	2017-12-31	$9,819,621
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$17,931,659
Interest on participant loans	2017-12-31	$16,822
Interest earned on other investments	2017-12-31	$208,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,133,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,427,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,072,220
Net investment gain/loss from pooled separate accounts	2017-12-31	$3,565,478
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	$935,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,768,684
Contract administrator fees	2017-12-31	$5,800
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,371,051
Total of all expenses incurred	2016-12-31	$666,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$662,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,158,510
Value of total assets at end of year	2016-12-31	$34,819,266
Value of total assets at beginning of year	2016-12-31	$31,115,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,970
Total interest from all sources	2016-12-31	$227,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$895,818
Participant contributions at end of year	2016-12-31	$353,582
Participant contributions at beginning of year	2016-12-31	$355,796
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$9,106,161
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$7,856,768
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$294,633
Other income not declared elsewhere	2016-12-31	$593,331
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	$3,704,244
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$34,819,266
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$31,115,022
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	$17,931,659
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$15,920,448
Interest on participant loans	2016-12-31	$16,606
Interest earned on other investments	2016-12-31	$211,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,427,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,982,010
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,391,356
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	$968,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$662,837
Contract administrator fees	2016-12-31	$3,970
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2016-12-31	560747981
2015 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,997,097
Total of all expenses incurred	2015-12-31	$2,244,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,239,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,813,728
Value of total assets at end of year	2015-12-31	$31,115,022
Value of total assets at beginning of year	2015-12-31	$31,362,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,537
Total interest from all sources	2015-12-31	$213,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$809,238
Participant contributions at end of year	2015-12-31	$355,796
Participant contributions at beginning of year	2015-12-31	$332,116
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$7,856,768
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$3,020,221
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$96,205
Other income not declared elsewhere	2015-12-31	$-65,884
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	$-247,320
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$31,115,022
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$31,362,342
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	$15,920,448
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$21,331,404
Interest on participant loans	2015-12-31	$13,986
Interest earned on other investments	2015-12-31	$199,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,982,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,678,601
Net investment gain/loss from pooled separate accounts	2015-12-31	$35,973
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	$908,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,239,880
Contract administrator fees	2015-12-31	$4,537
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,553,471
Total of all expenses incurred	2014-12-31	$3,596,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,591,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,649,885
Value of total assets at end of year	2014-12-31	$31,362,342
Value of total assets at beginning of year	2014-12-31	$31,405,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,425
Total interest from all sources	2014-12-31	$189,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$729,868
Participant contributions at end of year	2014-12-31	$332,116
Participant contributions at beginning of year	2014-12-31	$376,430
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$3,020,221
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$4,491,484
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$58,097
Other income not declared elsewhere	2014-12-31	$315,134
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	$-42,953
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$31,362,342
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$31,405,295
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	$21,331,404
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$20,834,373
Interest on participant loans	2014-12-31	$14,222
Interest earned on other investments	2014-12-31	$175,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,678,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,703,008
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,398,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$861,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,591,999
Contract administrator fees	2014-12-31	$4,425
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$6,732,644
Total of all expenses incurred	2013-12-31	$1,352,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,348,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,680,733
Value of total assets at end of year	2013-12-31	$31,405,295
Value of total assets at beginning of year	2013-12-31	$26,025,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,275
Total interest from all sources	2013-12-31	$185,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$680,660
Participant contributions at end of year	2013-12-31	$376,430
Participant contributions at beginning of year	2013-12-31	$289,517
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$4,491,484
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$2,630,260
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$180,852
Other income not declared elsewhere	2013-12-31	$1,070,476
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	$5,380,032
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$31,405,295
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$26,025,263
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 pooled separate accounts at end of year	2013-12-31	$20,834,373
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$15,896,460
Interest on participant loans	2013-12-31	$12,803
Interest earned on other investments	2013-12-31	$173,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,703,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$7,209,026
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,795,469
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	$819,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,348,337
Contract administrator fees	2013-12-31	$4,275
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
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,150,274
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,061,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,057,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,513,434
Value of total assets at end of year	2012-12-31	$26,025,263
Value of total assets at beginning of year	2012-12-31	$22,936,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,855
Total interest from all sources	2012-12-31	$201,310
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$645,391
Participant contributions at end of year	2012-12-31	$289,517
Participant contributions at beginning of year	2012-12-31	$333,413
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$2,630,260
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$2,514,445
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$45,590
Other income not declared elsewhere	2012-12-31	$363,044
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	$3,088,676
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$26,025,263
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,936,587
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 pooled separate accounts at end of year	2012-12-31	$15,896,460
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$14,130,673
Interest on participant loans	2012-12-31	$13,331
Interest earned on other investments	2012-12-31	$187,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,209,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$5,958,056
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,072,486
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	$822,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,057,743
Contract administrator fees	2012-12-31	$3,855
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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	$0
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	$1,130,304
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$748,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$743,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,473,052
Value of total assets at end of year	2011-12-31	$22,936,587
Value of total assets at beginning of year	2011-12-31	$22,554,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,965
Total interest from all sources	2011-12-31	$166,909
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$657,171
Participant contributions at end of year	2011-12-31	$333,413
Participant contributions at beginning of year	2011-12-31	$291,125
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$2,514,445
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,900,646
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,650
Other income not declared elsewhere	2011-12-31	$-242,124
Administrative expenses (other) incurred	2011-12-31	$4,965
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	$381,766
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,936,587
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,554,821
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 pooled separate accounts at end of year	2011-12-31	$14,130,673
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$14,876,691
Interest on participant loans	2011-12-31	$14,454
Interest earned on other investments	2011-12-31	$152,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,958,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,486,359
Net investment gain/loss from pooled separate accounts	2011-12-31	$-267,533
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	$791,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$743,573
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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	$4,117,381
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,298,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,292,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,541,544
Value of total assets at end of year	2010-12-31	$22,554,821
Value of total assets at beginning of year	2010-12-31	$20,735,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,788
Total interest from all sources	2010-12-31	$177,645
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$643,482
Participant contributions at end of year	2010-12-31	$291,125
Participant contributions at beginning of year	2010-12-31	$250,899
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,900,646
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,573,865
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$88,205
Other income not declared elsewhere	2010-12-31	$484,001
Administrative expenses (other) incurred	2010-12-31	$5,788
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	$1,819,259
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,554,821
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,735,562
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 pooled separate accounts at end of year	2010-12-31	$14,876,691
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$13,457,467
Interest on participant loans	2010-12-31	$12,720
Interest earned on other investments	2010-12-31	$164,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,486,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,453,331
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,914,191
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
Contributions received in cash from employer	2010-12-31	$809,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,292,334
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2010-12-31	560747981

Form 5500 Responses for ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN

2022: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780350-01

Policy instance

Insurance contract or identification number	780350-01
Number of Individuals Covered	247
Insurance policy start date	2022-10-29
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 $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Number of Individuals Covered	247
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Number of Individuals Covered	226
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Number of Individuals Covered	174
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Number of Individuals Covered	172
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Number of Individuals Covered	162
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

51641-1

Policy instance

Insurance contract or identification number	51641-1
Number of Individuals Covered	147
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51641-1

Policy instance

Insurance contract or identification number	FL 51641-1
Number of Individuals Covered	142
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,351
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,351
Insurance broker organization code?	1
Insurance broker name	LPL FINANCIAL CORPORATION

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51641-1

Policy instance

Insurance contract or identification number	FL 51641-1
Number of Individuals Covered	143
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $29,965
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51641-1

Policy instance

Insurance contract or identification number	FL 51641-1
Number of Individuals Covered	143
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $27,047
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

ALLEN, ALLEN, BREELAND & ALLEN 401(K) PLAN [EIN = 640852990]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALLEN ALLEN ALLEN AND ALLEN
Employer identification number (EIN):	540852062
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1971-01-26
Company Identification Number:	0130110
Legal Registered Office Address:	1809 STAPLES MILL ROAD RICHMOND United States of America (USA) 23230