Anvil Builders, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Anvil Builders, 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, Anvil Builders, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Anvil Builders, Inc. under EIN 27-3264836 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $10,976,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anvil Builders, Inc.
EIN
27-3264836
Plan number
002
Plan type
2
Location
Emeryville, CA
Latest filing year
2023
Participants
147
End-of-year plan assets
$10,976,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241014163450NAL0054454690001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,976,530
Total liabilities (EOY)
$0
Net assets (EOY)
$10,976,530
Net assets (BOY)
$7,044,949

Income & contributions

Employer contributions
$745,198
Participant contributions
$645,342
Total contributions
$2,907,883
Total income / additions
$4,370,437

Expenses & distributions

Benefits paid
$400,688
Administrative expenses
$27,738
Total expenses
$438,856
Net increase / (decrease)
$3,931,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$26,338$02023
Jordan & Associates Retirement ServCONTRACT ADMIN$14,809$7,9582023

Related Form 5500 pages