Andrews Ivestments Inc. Retirement Plan — Form 5500 plan (Andrews Ivestments 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, Andrews Ivestments Inc. Retirement Plan is a benefit plan reported by Andrews Ivestments Inc. under EIN 46-4365646 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $95,000 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$95KPlan net assets, end of year$95,000
Participants2Covered participants reported
Assets / participant$47.5KComputed: assets ÷ participants$47,500 (computed)
Provider compensationNone reported
- Plan sponsor
- Andrews Ivestments Inc.
- EIN
- 46-4365646
- Plan number
- 001
- Plan type
- 2
- Location
- Claremore, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250909100512NAL0033895264001 |
Schedule I · 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)$95K total assets
Net assets$95KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $95,000
- Net assets (EOY)
- $95,000
- Net assets (BOY)
- $100,000
Income & contributions
- Total income / additions
- -$5,000
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$5,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.