2023 Form 5500 filing — Anchor Partners 401(K) 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 20241009140622NAL0009293715002) for Anchor Partners 401(K) Profit Sharing Plan, reported by Anchor Partners, LLC under EIN 30-1117599 and plan number 001. It reports 1,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140622NAL0009293715002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anchor Partners, LLC
- EIN
- 30-1117599
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 1,105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,504,804
- Total liabilities (EOY)
- $474
- Net assets (EOY)
- $16,504,330
- Employer contributions
- $229,729
- Participant contributions
- $969,219
- Total income / additions
- $3,686,343
- Benefits paid
- $1,864,375
- Administrative expenses
- $82,870
- Total expenses
- $2,011,385
- Net increase / (decrease)
- $1,674,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $34,140 | $0 |
| Definiti LLC | CONTRACT ADMIN | $32,785 | $0 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $27,428 | $0 |