2023 Form 5500 filing — Anderson Design 401(K) Profit Sharing 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 20240712134505NAL0019942769003) for Anderson Design 401(K) Profit Sharing Plan, reported by Jason T. Anderson Architect, P.C. Anderson under EIN 47-3784587 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$923.8KReported net assets$923,794
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240712134505NAL0019942769003
Plan sponsor
Jason T. Anderson Architect, P.C. Anderson
EIN
47-3784587
Plan number
001
Location
Montgomery, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$923.8K total assets
Net assets$923.8KLiabilities$1
Money in vs. money out
Total income / additions$251.3K
Total expenses$220
Benefits paid / distributionsNot reported
Contributions
Employer$34.1K
Participant$109.9K
Full reported line items
Total assets (EOY)
$923,795
Total liabilities (EOY)
$1
Net assets (EOY)
$923,794
Employer contributions
$34,080
Participant contributions
$109,859
Total income / additions
$251,311
Total expenses
$220
Net increase / (decrease)
$251,091

Related Form 5500 pages