Erdman, Anthony Holding Company, Inc. 401(K) Plan — Form 5500 plan (Erdman, Anthony Holding Company, 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, Erdman, Anthony Holding Company, Inc. 401(K) Plan is a benefit plan reported by Erdman, Anthony Holding Company, Inc. under EIN 16-1404980 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $57,272,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erdman, Anthony Holding Company, Inc.
- EIN
- 16-1404980
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $57,272,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20240925150140NAL0014521041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,272,218
- Total liabilities (EOY)
- $5,682
- Net assets (EOY)
- $57,266,536
- Net assets (BOY)
- $50,976,524
Income & contributions
- Employer contributions
- $412,712
- Participant contributions
- $2,202,670
- Total contributions
- $2,879,284
- Total income / additions
- $12,115,747
Expenses & distributions
- Benefits paid
- $5,756,044
- Administrative expenses
- $69,691
- Total expenses
- $5,825,735
- Net increase / (decrease)
- $6,290,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $57,967 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,107 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $3,617 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Erdman, Anthony Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Acec Retirement Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation