2023 Form 5500 filing — Andex Industries Inc & Anthony & Co. 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 20250110134507NAL0008009587001) for Andex Industries Inc & Anthony & Co. Retirement Plan, reported by Andex Industries, Inc. under EIN 38-1652680 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110134507NAL0008009587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andex Industries, Inc.
- EIN
- 38-1652680
- Plan number
- 001
- Location
- Escanaba, MI
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,878,184
- Net assets (EOY)
- $10,878,184
- Total income / additions
- $1,512,519
- Benefits paid
- $478,880
- Administrative expenses
- $22,350
- Total expenses
- $501,230
- Net increase / (decrease)
- $1,011,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | TRUSTEE | $22,350 | $0 |