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, A.A. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan is a benefit plan reported by A.A. Anderson & Co., Inc. under EIN 39-1017863 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $14,762,960 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,762,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,762,960
- Net assets (BOY)
- $13,254,642
Income & contributions
- Employer contributions
- $29,098
- Participant contributions
- $1,115,971
- Total contributions
- $1,388,136
- Total income / additions
- $3,683,035
Expenses & distributions
- Benefits paid
- $2,124,227
- Administrative expenses
- $50,490
- Total expenses
- $2,174,717
- Net increase / (decrease)
- $1,508,318