Plan5500

Anchor Industries, Inc. 401k Plan — Form 5500 plan (Anchor Industries, 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, Anchor Industries, Inc. 401k Plan is a benefit plan reported by Anchor Industries, Inc. under EIN 35-0146550 and plan number 002. The latest loaded filing year is 2023. The filing reports 477 participants and $17,822,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anchor Industries, Inc.
EIN
35-0146550
Plan number
002
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
477
End-of-year plan assets
$17,822,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023477H, C20240610102032NAL0047310880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,822,500
Total liabilities (EOY)
$0
Net assets (EOY)
$17,822,500
Net assets (BOY)
$14,701,358

Income & contributions

Employer contributions
$359,385
Participant contributions
$1,355,605
Total contributions
$1,716,632
Total income / additions
$4,026,053

Expenses & distributions

Benefits paid
$805,459
Administrative expenses
$68,500
Total expenses
$904,911
Net increase / (decrease)
$3,121,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,000$02023
Old National Wealth ManagementINVESTMENT ADVISOR$15,000not reported in the loaded dataset2023
Harding ShymanskiPLAN ADMINISTRATOR$11,500not reported in the loaded dataset2023

Related Form 5500 pages