2023 Form 5500 filing — Mark G. Anderson Consultants, Inc. 401k 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 20241002101826NAL0003944691001) for Mark G. Anderson Consultants, Inc. 401k Profit Sharing Plan, reported by Mark G. Anderson Consultants, Inc. under EIN 52-1973716 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002101826NAL0003944691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mark G. Anderson Consultants, Inc.
- EIN
- 52-1973716
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,730,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,730,289
- Employer contributions
- $3,582,376
- Participant contributions
- $2,374,983
- Total income / additions
- $14,909,663
- Benefits paid
- $858,149
- Administrative expenses
- $88,863
- Total expenses
- $948,122
- Net increase / (decrease)
- $13,961,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISOR | $36,000 | not reported in the loaded dataset |
| Cherry Bekaert Advisory LLC | CONTRACT ADMIN | $30,384 | not reported in the loaded dataset |
| Capital Group Retirement Plan | RECORDKEEPER | $23,279 | $0 |