2023 Form 5500 filing — Charles & Marcia Anderson Profit Sharing Plan & Tr
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 20240520142405NAL0000732051001) for Charles & Marcia Anderson Profit Sharing Plan & Tr, reported by Charles & Marcia Anderson Partners under EIN 93-1075864 and plan number 003. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240520142405NAL0000732051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles & Marcia Anderson Partners
- EIN
- 93-1075864
- Plan number
- 003
- Location
- Heppner, OR
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,415,339
- Net assets (EOY)
- $5,415,339
- Employer contributions
- $4,964
- Total income / additions
- $1,187,173
- Benefits paid
- $0
- Total expenses
- $442
- Net increase / (decrease)
- $1,186,731
- Schedule source
- Schedule I