Anderson Equipment Company Retirement Savings Plan — Form 5500 plan (Anderson Equipment Company)
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 Equipment Company Retirement Savings Plan is a benefit plan reported by Anderson Equipment Company under EIN 25-0323970 and plan number 003. The latest loaded filing year is 2023. The filing reports 297 participants and $48,385,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson Equipment Company
- EIN
- 25-0323970
- Plan number
- 003
- Plan type
- 2
- Location
- Bridgeville, PA
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $48,385,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20240724155549NAL0012969745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,385,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,385,990
- Net assets (BOY)
- $42,493,387
Income & contributions
- Employer contributions
- $1,032,364
- Participant contributions
- $2,002,631
- Total contributions
- $3,058,403
- Total income / additions
- $10,133,904
Expenses & distributions
- Benefits paid
- $4,207,930
- Administrative expenses
- $1,350
- Total expenses
- $4,241,301
- Net increase / (decrease)
- $5,892,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,350 | $0 | 2023 |