Anchor Insulation 401(K) Plan — Form 5500 plan (Anchor Insulation Co., Inc.)

Plain-English plan 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, Anchor Insulation 401(K) Plan is a benefit plan reported by Anchor Insulation Co., Inc. under EIN 05-0390251 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anchor Insulation Co., Inc.
EIN
05-0390251
Plan number
002
Plan type
2
Location
Pawtucket, RI
Latest filing year
2023
Participants
210
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20240916084134NAL0000933939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,481,856

Income & contributions

Employer contributions
$33,915
Participant contributions
$122,991
Total contributions
$156,906
Total income / additions
$459,149

Expenses & distributions

Benefits paid
$3,908,397
Administrative expenses
$32,608
Total expenses
$3,941,005
Net increase / (decrease)
-$3,481,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$28,407$02023
Capital Wealth ManagementADVISOR$8,678not reported in the loaded dataset2023

Related Form 5500 pages