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, Ancora - Mep is a benefit plan reported by Canterbury Capital, LLC under EIN 47-5207696 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $5,917,846 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,917,846
- Total liabilities (EOY)
- $31,811
- Net assets (EOY)
- $5,886,035
- Net assets (BOY)
- $4,805,150
Income & contributions
- Employer contributions
- $240,394
- Participant contributions
- $448,025
- Total contributions
- $722,184
- Total income / additions
- $1,588,695
Expenses & distributions
- Benefits paid
- $478,841
- Administrative expenses
- $28,969
- Total expenses
- $507,810
- Net increase / (decrease)
- $1,080,885