2023 Form 5500 filing — Anthony, Judge & Ware, LLC 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240319143006NAL0000597491001) for Anthony, Judge & Ware, LLC 401k Plan, reported by Anthony, Judge & Ware, LLC under EIN 52-2209173 and plan number 002. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3MReported net assets$3,003,075
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240319143006NAL0000597491001
- Plan sponsor
- Anthony, Judge & Ware, LLC
- EIN
- 52-2209173
- Plan number
- 002
- Location
- Chestertown, MD
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3M total assets
Net assets$3MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,003,075
- Net assets (EOY)
- $3,003,075
- Employer contributions
- $40,065
- Participant contributions
- $118,366
- Total income / additions
- $655,053
- Administrative expenses
- $16,756
- Total expenses
- $16,756
- Net increase / (decrease)
- $638,297