Anchor Mirror & Glass 401k Profit Sharing Plan — Form 5500 plan (Anchor Mirror & Glass, Inc. Dba Anchor Ventana)

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, Anchor Mirror & Glass 401k Profit Sharing Plan is a benefit plan reported by Anchor Mirror & Glass, Inc. Dba Anchor Ventana under EIN 74-2729704 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $1,625,149 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,625,149
Participants121Covered participants reported
Assets / participant$13.4KComputed: assets ÷ participants$13,431 (computed)
Provider compensation$18.3K4 Schedule C provider row(s)$18,275
Plan sponsor
Anchor Mirror & Glass, Inc. Dba Anchor Ventana
EIN
74-2729704
Plan number
001
Plan type
2
Location
Round Rock, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241030211249NAL0000767907001
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$467.9K
Total expenses$583.2K
Benefits paid / distributions$567.5K
Contributions
Employer$49.3K
Participant$162.1K
Full reported line items

Net assets

Total assets (EOY)
$1,625,149
Total liabilities (EOY)
$0
Net assets (EOY)
$1,625,149
Net assets (BOY)
$1,740,498

Income & contributions

Employer contributions
$49,307
Participant contributions
$162,059
Total contributions
$211,366
Total income / additions
$467,886

Expenses & distributions

Benefits paid
$567,486
Administrative expenses
$12,270
Total expenses
$583,235
Net increase / (decrease)
-$115,349
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.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets36%Computed ratio
Benefits paid ÷ total income121%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hood And Associates Cpas PcOTHER$10,350not reported in the loaded dataset2023
Edward D. Jones & Co.INVESTMENT ADVISOR$4,794not reported in the loaded dataset2023
Loren D. Stark CompanyCONTRACT ADMIN$1,320$8512023
Empower Annuity Insurance Co. Of AmRECORDKEEPER$960$02023

Related Form 5500 pages