2023 Form 5500 filing — Anderson Equipment Company Union 401(K) 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 20240722144357NAL0005936963001) for Anderson Equipment Company Union 401(K) Plan, reported by Anderson Equipment Company under EIN 25-0323970 and plan number 004. It reports 43 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240722144357NAL0005936963001
Filing year
2023
Form type
2
Plan sponsor
Anderson Equipment Company
EIN
25-0323970
Plan number
004
Location
Bridgeville, PA
Participants
43
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,457,625
Total liabilities (EOY)
$0
Net assets (EOY)
$6,457,625
Employer contributions
$204,058
Participant contributions
$159,136
Total income / additions
$1,665,024
Benefits paid
$515,053
Administrative expenses
$35
Total expenses
$515,088
Net increase / (decrease)
$1,149,936
Schedule source
Schedule I

Related Form 5500 pages