K. E. Andrews 401(K) Profit Sharing Plan — Form 5500 plan (Mark Andrews & Company)
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, K. E. Andrews 401(K) Profit Sharing Plan is a benefit plan reported by Mark Andrews & Company under EIN 75-2693846 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $10,858,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark Andrews & Company
- EIN
- 75-2693846
- Plan number
- 001
- Plan type
- 2
- Location
- Rockwall, TX
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $10,858,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H | 20241002171935NAL0017395362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,858,441
- Net assets (EOY)
- $10,858,441
- Net assets (BOY)
- $8,255,994
Income & contributions
- Employer contributions
- $667,572
- Participant contributions
- $866,947
- Total contributions
- $1,550,619
- Total income / additions
- $3,080,044
Expenses & distributions
- Benefits paid
- $474,405
- Administrative expenses
- $3,192
- Total expenses
- $477,597
- Net increase / (decrease)
- $2,602,447
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.