2023 Form 5500 filing — Anderson Columbia Co., Inc. 401(K) Salary Reduction 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 20240916094124NAL0000959443001) for Anderson Columbia Co., Inc. 401(K) Salary Reduction Plan, reported by Anderson Columbia Co., Inc. under EIN 59-2871935 and plan number 001. It reports 1,669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916094124NAL0000959443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Columbia Co., Inc.
- EIN
- 59-2871935
- Plan number
- 001
- Location
- Lake City, FL
- Participants
- 1,669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,454,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,454,707
- Employer contributions
- $1,404,648
- Participant contributions
- $3,125,951
- Total income / additions
- $9,306,578
- Benefits paid
- $3,542,971
- Administrative expenses
- $236,665
- Total expenses
- $3,780,180
- Net increase / (decrease)
- $5,526,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $113,601 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $84,322 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,742 | not reported in the loaded dataset |