2023 Form 5500 filing — Anthology Inc. 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 20241011123323NAL0038725328001) for Anthology Inc. Retirement Plan, reported by Anthology Inc. under EIN 65-0518155 and plan number 001. It reports 1,450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123323NAL0038725328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anthology Inc.
- EIN
- 65-0518155
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 1,450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,492,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,492,282
- Employer contributions
- $3,014,883
- Participant contributions
- $13,020,092
- Total income / additions
- $59,869,762
- Benefits paid
- $24,686,969
- Administrative expenses
- $186,681
- Total expenses
- $24,895,752
- Net increase / (decrease)
- $34,974,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $91,446 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Isler Dare, P.C. | ATTORNEY/LEGAL | $34,065 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $10,920 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $5,250 | not reported in the loaded dataset |