Mark Andrews & Company — 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, Mark Andrews & Company (EIN 75-2693846) is a plan sponsor located in Rockwall, TX 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
75-2693846
Location
Rockwall, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,858,441
Total reported net assets (EOY)
$10,858,441

Contributions & income

Employer contributions
$667,572
Participant contributions
$866,947
Total income / additions
$3,080,044

Expenses & distributions

Benefits paid / distributions
$474,405
Total expenses
$477,597
Net increase / (decrease)
$2,602,447

Coverage

Total reported participants
290
Plans with financial statements
1
Plans with provider compensation
0

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

Mark Andrews & Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
K. E. Andrews 401(K) Profit Sharing Plan001156$10,858,4412023
Mark Andrews & Company, Inc. Employee Benefits Plan501134not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mark Andrews & Company
YearPlanParticipantsSchedulesFiling
2023K. E. Andrews 401(K) Profit Sharing Plan156H20241002171935NAL0017395362001
2023Mark Andrews & Company, Inc. Employee Benefits Plan13420250106141005NAL0004467891001

Related Form 5500 pages