Anderson Equipment Company Union 401(K) 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 Union 401(K) Plan is a benefit plan reported by Anderson Equipment Company under EIN 25-0323970 and plan number 004. The latest loaded filing year is 2023. The filing reports 43 participants and $6,457,625 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
- 004
- Plan type
- 2
- Location
- Bridgeville, PA
- Latest filing year
- 2023
- Participants
- 43
- End-of-year plan assets
- $6,457,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I | 20240722144357NAL0005936963001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,457,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,457,625
- Net assets (BOY)
- $5,307,689
Income & contributions
- Employer contributions
- $204,058
- Participant contributions
- $159,136
- Total income / additions
- $1,665,024
Expenses & distributions
- Benefits paid
- $515,053
- Administrative expenses
- $35
- Total expenses
- $515,088
- Net increase / (decrease)
- $1,149,936
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.