Anser Advisory, LLC 401(K) Profit — Form 5500 plan (Anser Advisory, LLC.)
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, Anser Advisory, LLC 401(K) Profit is a benefit plan reported by Anser Advisory, LLC. under EIN 33-0690787 and plan number 001. The latest loaded filing year is 2023. The filing reports 938 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anser Advisory, LLC.
- EIN
- 33-0690787
- Plan number
- 001
- Plan type
- 2
- Location
- Ocoee, FL
- Latest filing year
- 2023
- Participants
- 938
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 938 | H, C | 20240916145928NAL0001628257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $32,376,623
Income & contributions
- Employer contributions
- $3,726,817
- Participant contributions
- $9,040,406
- Total contributions
- $14,251,898
- Total income / additions
- $22,875,467
Expenses & distributions
- Benefits paid
- $68,846,123
- Administrative expenses
- $217,060
- Total expenses
- $69,097,224
- Net increase / (decrease)
- -$46,221,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Seia LLC | INVESTMENT/FINANCIAL ADVI | $172,040 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $132,539 | $0 | 2023 |