How many benefit plans does Anser Advisory, LLC report on Form 5500?

Anser Advisory, LLC (EIN 33-0690787) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Anser Advisory, LLC?

The Employer Identification Number (EIN) reported for Anser Advisory, LLC is 33-0690787.

What is the latest Form 5500 filing year for Anser Advisory, LLC?

The latest loaded Form 5500 filing year for Anser Advisory, LLC is 2023.

Anser Advisory, LLC — 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, Anser Advisory, LLC (EIN 33-0690787) is a plan sponsor located in Ocoee, FL with 1 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: 33-0690787
Location: Ocoee, FL
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $42,586,043
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $42,586,043

Contributions & income

Employer contributions: $5,076,434
Participant contributions: $11,724,281
Total income / additions: $66,818,569

Expenses & distributions

Benefits paid / distributions: $70,904,419
Total expenses: $71,200,047
Net increase / (decrease): -$4,381,478

Coverage

Total reported participants: 2,929
Plans with financial statements: 2
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Anser Advisory, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Anser Advisory LLC 401k Retirement Plan	002	910	$42,586,043	2023
Anser Advisory, LLC 401(K) Profit	001	938	$0	2023
Anser Advisory, LLC Welfare Benefit Plan	501	1,081	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Anser Advisory, LLC
Year	Plan	Participants	Schedules	Filing
2023	Anser Advisory, LLC Welfare Benefit Plan	1,081	—	20240507150754NAL0024785571001
2023	Anser Advisory, LLC 401(K) Profit	938	H, C	20240916145928NAL0001628257001
2023	Anser Advisory LLC 401k Retirement Plan	910	H, C	20241015081011NAL0015971235001