Department of Labor filing

ALLEN & SHARIFF CORPORATION

ALLEN & SHARIFF CORPORATION PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,270

Reported employer contributions per active participant.

Higher than about 47% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$236 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202445out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions47th percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense41st percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ALLEN & SHARIFF CORPORATION reported $281,237 in employer contributions across the plan and 86 active participants. That works out to $3,270 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy58%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 100.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 4.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context45/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $281,237
Participant contributions: $706,709
Other contributions: $230,533
Employer share of reported contributions: 28.5%
Beginning assets: $11,281,354
Ending assets: $13,467,030
Ending net assets: $13,467,030
Ending liabilities: $0
Total income: $2,781,725
Total expenses: $596,049
Administrative expenses: $29,237
Participant loans: $49,293

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,632

2023

$4,057

2024

$3,270

Plan-paid administrative expenses per participant

2022

$248

2023

$213

2024

$236

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,270	86	13.5M	20251014131826NAL0004068704001
2023	$4,057	70	11.3M	20241010123340NAL0020073057001
2022	$1,632	72	9.8M	20231011143357NAL0020230035001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 521806514-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1993
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2G2J2K2T2E3D2F

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014131826NAL0004068704001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗