The Anderson Companies Profit Sharing And 401(K) Plan — Form 5500 plan (O. D. Anderson, 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 Anderson Companies Profit Sharing And 401(K) Plan is a benefit plan reported by O. D. Anderson, Inc. under EIN 25-0324523 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $11,207,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O. D. Anderson, Inc.
EIN
25-0324523
Plan number
001
Plan type
2
Location
Greenville, PA
Latest filing year
2023
Participants
310
End-of-year plan assets
$11,207,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20240821090909NAL0002294787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,207,481
Total liabilities (EOY)
$0
Net assets (EOY)
$11,207,481
Net assets (BOY)
$9,442,679

Income & contributions

Employer contributions
$165,972
Participant contributions
$598,380
Total contributions
$764,352
Total income / additions
$2,394,221

Expenses & distributions

Benefits paid
$563,563
Administrative expenses
$65,856
Total expenses
$629,419
Net increase / (decrease)
$1,764,802

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$33,999$1,2862023
First National Trust CompanyNONE$28,857not reported in the loaded dataset2023

Related Form 5500 pages