2023 Form 5500 filing — Anchor Industries, Inc. 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 20240610102032NAL0047310880001) for Anchor Industries, Inc. 401k Plan, reported by Anchor Industries, Inc. under EIN 35-0146550 and plan number 002. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240610102032NAL0047310880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anchor Industries, Inc.
- EIN
- 35-0146550
- Plan number
- 002
- Location
- Evansville, IN
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,822,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,822,500
- Employer contributions
- $359,385
- Participant contributions
- $1,355,605
- Total income / additions
- $4,026,053
- Benefits paid
- $805,459
- Administrative expenses
- $68,500
- Total expenses
- $904,911
- Net increase / (decrease)
- $3,121,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,000 | $0 |
| Old National Wealth Management | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Harding Shymanski | PLAN ADMINISTRATOR | $11,500 | not reported in the loaded dataset |