Anchor Medical Associates Retirement Plan — Form 5500 plan (Anchor Medical Associates, 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 Medical Associates Retirement Plan is a benefit plan reported by Anchor Medical Associates, Inc. under EIN 05-0508079 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $12,703,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anchor Medical Associates, Inc.
- EIN
- 05-0508079
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, RI
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $12,703,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240716172843NAL0005890624001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,703,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,703,346
- Net assets (BOY)
- $10,235,236
Income & contributions
- Employer contributions
- $136,217
- Participant contributions
- $540,191
- Total income / additions
- $3,111,859
Expenses & distributions
- Benefits paid
- $620,683
- Administrative expenses
- $23,066
- Total expenses
- $643,749
- Net increase / (decrease)
- $2,468,110
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.