The Anacott Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Anacott Group, 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, The Anacott Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Anacott Group, Inc. under EIN 20-3655044 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,790,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Anacott Group, Inc.
- EIN
- 20-3655044
- Plan number
- 001
- Plan type
- 2
- Location
- Arroyo Grande, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,790,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240813171038NAL0018456992001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,790,727
- Net assets (EOY)
- $1,790,727
- Net assets (BOY)
- $1,605,754
Income & contributions
- Employer contributions
- $12,029
- Participant contributions
- $74,250
- Total income / additions
- $184,998
Expenses & distributions
- Administrative expenses
- $0
- Total expenses
- $25
- Net increase / (decrease)
- $184,973
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.