2023 Form 5500 filing — Anchor Loans, Lp 401(K) 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 20241012200520NAL0024982721001) for Anchor Loans, Lp 401(K) Plan, reported by Anchor Loans, Lp under EIN 46-3223427 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,848,698
Participants227
Provider compensation$37.3K2 Schedule C row(s)$37,250
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012200520NAL0024982721001
Plan sponsor
Anchor Loans, Lp
EIN
46-3223427
Plan number
001
Location
Thousand Oaks, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities
Money in vs. money out
Total income / additions$2.4M
Total expenses$250.1K
Benefits paid / distributions$237.1K
Contributions
Employer$277.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$5,848,698
Net assets (EOY)
$5,848,698
Employer contributions
$277,825
Participant contributions
$1,226,455
Total income / additions
$2,443,395
Benefits paid
$237,130
Administrative expenses
$12,982
Total expenses
$250,112
Net increase / (decrease)
$2,193,283
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $1.6K · Indirect $23.8K
  2. 2
    NONE · Direct $11.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012200520NAL0024982721001 cover?
It is the 2023 Form 5500 filing for Anchor Loans, Lp 401(K) Plan, reported by Anchor Loans, Lp (EIN 46-3223427).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages