2023 Form 5500 filing — Dick Anderson Construction, Inc. 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 20241011080816NAL0021501265001) for Dick Anderson Construction, Inc. Profit Sharing Plan, reported by Dick Anderson Construction, Inc. under EIN 81-0380463 and plan number 001. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011080816NAL0021501265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dick Anderson Construction, Inc.
- EIN
- 81-0380463
- Plan number
- 001
- Location
- Helena, MT
- Participants
- 603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,034,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,034,413
- Employer contributions
- $881,106
- Participant contributions
- $1,684,953
- Total income / additions
- $6,626,731
- Benefits paid
- $1,345,824
- Administrative expenses
- $141,485
- Total expenses
- $1,487,309
- Net increase / (decrease)
- $5,139,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth Inc | INVESTMENT ADVISOR | $61,728 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $34,050 | $10,000 |
| Empower Annuity Insurance Company | RECORDKEEPER | $32,073 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,249 | not reported in the loaded dataset |
| Kennedy & Coe, LLC | AUDITOR | $1,500 | not reported in the loaded dataset |