2023 Form 5500 filing — Andersen Material Handling 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 20241114115457NAL0011240547001) for Andersen Material Handling 401(K) Plan, reported by Andersen Material Handling, Inc. under EIN 38-1722178 and plan number 001. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114115457NAL0011240547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andersen Material Handling, Inc.
- EIN
- 38-1722178
- Plan number
- 001
- Location
- Wixom, MI
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,891,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,891,722
- Employer contributions
- $265,427
- Participant contributions
- $1,467,356
- Total income / additions
- $4,892,931
- Benefits paid
- $1,174,268
- Administrative expenses
- $13,275
- Total expenses
- $1,200,960
- Net increase / (decrease)
- $3,691,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth Inc | ADVISOR | $0 | $42,488 |
| Croskey Lanni, Pc | CONSULTANT | $10,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,275 | $0 |