Plan5500

Robert J. Anderson, M.D., P.A. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Robert J. Anderson, M.D., P.A. (EIN 20-1811709) is a plan sponsor located in Jupiter, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1811709
Location
Jupiter, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Robert J. Anderson, M.D., P.A.

  • 2 loaded plans hold $2.1M in reported assets.
  • The largest, Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust, holds 95% of this company's reported plan assets.
  • Plans cover 7 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,105,197
Total reported assets$2.1M$2,105,197
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$197.4K
Participant contributions$0
Total income / additions$377.6K
Expenses & distributions
Benefits paid / distributions$208.6K
Total expenses$208.6K
Net increase / (decrease)$169K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets95%Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust
Participants per plan4Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust$2M
    Plan #001 · 3 participants · 2023
  2. 2
    Robert J. Anderson, M.D., P.A. 401k Profit Sharing Plan$112.7K
    Plan #002 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Robert J. Anderson, M.D., P.A.. Open one for its full reported snapshot.

  1. 2023
    Robert J. Anderson, M.D., P.A. 401k Profit Sharing Plan4 participants · 2Sch I
    View filing →
  2. 2023
    Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Robert J. Anderson, M.D., P.A. report on Form 5500?
Robert J. Anderson, M.D., P.A. (EIN 20-1811709) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Robert J. Anderson, M.D., P.A.?
The Employer Identification Number (EIN) reported for Robert J. Anderson, M.D., P.A. is 20-1811709.
What is the latest Form 5500 filing year for Robert J. Anderson, M.D., P.A.?
The latest loaded Form 5500 filing year for Robert J. Anderson, M.D., P.A. is 2023.

Related Form 5500 pages