Anders Minkler Huber & Helm Llp 401(K) Savings Plan — Form 5500 plan (Anders Minkler Huber & Helm Llp)
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, Anders Minkler Huber & Helm Llp 401(K) Savings Plan is a benefit plan reported by Anders Minkler Huber & Helm Llp under EIN 43-0831507 and plan number 001. The latest loaded filing year is 2023. The filing reports 425 participants and $46,163,678 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$46.2MPlan net assets, end of year$46,163,678
Participants425Covered participants reported
Assets / participant$108.6KComputed: assets ÷ participants$108,620 (computed)
Provider compensation$15.7K2 Schedule C provider row(s)$15,658
- Plan sponsor
- Anders Minkler Huber & Helm Llp
- EIN
- 43-0831507
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20240822111643NAL0008882384001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$46.2M total assets
Net assets$46.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $46,163,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,163,678
- Net assets (BOY)
- $37,387,030
Income & contributions
- Employer contributions
- $1,203,640
- Participant contributions
- $3,387,237
- Total contributions
- $4,822,735
- Total income / additions
- $11,185,981
Expenses & distributions
- Benefits paid
- $2,398,091
- Administrative expenses
- $11,242
- Total expenses
- $2,409,333
- Net increase / (decrease)
- $8,776,648
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $11,242 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $4,416 | 2023 |