Anderson & Vreeland, Inc. Profit Sharing Plan — Form 5500 plan (Anderson & Vreeland)

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, Anderson & Vreeland, Inc. Profit Sharing Plan is a benefit plan reported by Anderson & Vreeland under EIN 22-2247761 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $24,999,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson & Vreeland
EIN
22-2247761
Plan number
001
Plan type
2
Location
Fairfield, NJ
Latest filing year
2023
Participants
173
End-of-year plan assets
$24,999,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241002094650NAL0014072640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,999,541
Total liabilities (EOY)
$0
Net assets (EOY)
$24,999,541
Net assets (BOY)
$23,054,784

Income & contributions

Employer contributions
$375,630
Participant contributions
$964,480
Total contributions
$1,340,110
Total income / additions
$5,708,623

Expenses & distributions

Benefits paid
$3,754,331
Administrative expenses
$6,062
Total expenses
$3,763,866
Net increase / (decrease)
$1,944,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$0$64,4682023
Fidelity Investments InstitutionalRECORDKEEPER$6,062$02023

Related Form 5500 pages