2023 Form 5500 filing — Anverse, Inc. Retirement 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 20240910081517NAL0005405729001) for Anverse, Inc. Retirement Savings Plan, reported by Anverse, Inc. under EIN 58-2507031 and plan number 002. It reports 277 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)$10MReported net assets$10,026,300
Participants277
Provider compensation$12.9K2 Schedule C row(s)$12,854
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910081517NAL0005405729001
Plan sponsor
Anverse, Inc.
EIN
58-2507031
Plan number
002
Location
Cartersville, GA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$214K
Participant$597.3K
Full reported line items
Total assets (EOY)
$10,026,300
Total liabilities (EOY)
$0
Net assets (EOY)
$10,026,300
Employer contributions
$214,003
Participant contributions
$597,262
Total income / additions
$2,225,501
Benefits paid
$1,174,050
Administrative expenses
$12,854
Total expenses
$1,186,904
Net increase / (decrease)
$1,038,597
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $7.1K · Indirect $0
  2. 2
    ADVISOR · Direct $5.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910081517NAL0005405729001 cover?
It is the 2023 Form 5500 filing for Anverse, Inc. Retirement Savings Plan, reported by Anverse, Inc. (EIN 58-2507031).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages