Sands Anderson Pc Profit Sharing Plan — Form 5500 plan (Sands Anderson Pc)
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, Sands Anderson Pc Profit Sharing Plan is a benefit plan reported by Sands Anderson Pc under EIN 54-1175852 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $45,657,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sands Anderson Pc
- EIN
- 54-1175852
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $45,657,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241011113441NAL0010869075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,657,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,657,962
- Net assets (BOY)
- $37,573,151
Income & contributions
- Employer contributions
- $749,411
- Participant contributions
- $1,607,391
- Total contributions
- $2,409,979
- Total income / additions
- $9,901,608
Expenses & distributions
- Benefits paid
- $1,732,673
- Administrative expenses
- $84,124
- Total expenses
- $1,816,797
- Net increase / (decrease)
- $8,084,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $81,553 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,571 | $0 | 2023 |