2023 Form 5500 filing — Anderson Tackman & Company Retirement 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 20241009083714NAL0010439123001) for Anderson Tackman & Company Retirement Plan, reported by Anderson Tackman & Company, Plc under EIN 38-1977929 and plan number 002. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241009083714NAL0010439123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Tackman & Company, Plc
- EIN
- 38-1977929
- Plan number
- 002
- Location
- Escanaba, MI
- Participants
- 65
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,776,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,776,279
- Employer contributions
- $114,293
- Participant contributions
- $347,759
- Total income / additions
- $2,731,424
- Benefits paid
- $1,602,053
- Administrative expenses
- -$3,863
- Total expenses
- $1,598,190
- Net increase / (decrease)
- $1,133,234
- Schedule source
- Schedule I