2023 Form 5500 filing — Anders Minkler Huber & Helm Llp 401(K) Savings 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 20240822111643NAL0008882384001) for Anders Minkler Huber & Helm Llp 401(K) Savings Plan, reported by Anders Minkler Huber & Helm Llp under EIN 43-0831507 and plan number 001. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$46.2MReported net assets$46,163,678
Participants425
Provider compensation$15.7K2 Schedule C row(s)$15,658
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240822111643NAL0008882384001
- Plan sponsor
- Anders Minkler Huber & Helm Llp
- EIN
- 43-0831507
- Plan number
- 001
- Location
- St. Louis, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$46.2M total assets
Net assets$46.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,163,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,163,678
- Employer contributions
- $1,203,640
- Participant contributions
- $3,387,237
- Total income / additions
- $11,185,981
- Benefits paid
- $2,398,091
- Administrative expenses
- $11,242
- Total expenses
- $2,409,333
- Net increase / (decrease)
- $8,776,648
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $11,242 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $4,416 |