Anthology Inc. Retirement Plan — Form 5500 plan (Anthology 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, Anthology Inc. Retirement Plan is a benefit plan reported by Anthology Inc. under EIN 65-0518155 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,450 participants and $244,492,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anthology Inc.
- EIN
- 65-0518155
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 1,450
- End-of-year plan assets
- $244,492,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,450 | H, C | 20241011123323NAL0038725328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,492,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,492,282
- Net assets (BOY)
- $144,982,370
Income & contributions
- Employer contributions
- $3,014,883
- Participant contributions
- $13,020,092
- Total contributions
- $17,463,041
- Total income / additions
- $59,869,762
Expenses & distributions
- Benefits paid
- $24,686,969
- Administrative expenses
- $186,681
- Total expenses
- $24,895,752
- Net increase / (decrease)
- $34,974,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $91,446 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Isler Dare, P.C. | ATTORNEY/LEGAL | $34,065 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $10,920 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anthology Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Isler Dare, P.C. — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation