Anco Insurance Managers, Inc. 401(K) Plan — Form 5500 plan (Anco Insurance Managers, 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, Anco Insurance Managers, Inc. 401(K) Plan is a benefit plan reported by Anco Insurance Managers, Inc. under EIN 76-0256756 and plan number 004. The latest loaded filing year is 2023. The filing reports 151 participants and $17,386,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anco Insurance Managers, Inc.
EIN
76-0256756
Plan number
004
Plan type
2
Location
Bryan, TX
Latest filing year
2023
Participants
151
End-of-year plan assets
$17,386,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240911135817NAL0016150114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,386,927
Total liabilities (EOY)
$0
Net assets (EOY)
$17,386,927
Net assets (BOY)
$16,214,889

Income & contributions

Employer contributions
$518,709
Participant contributions
$863,380
Total contributions
$1,382,089
Total income / additions
$4,316,342

Expenses & distributions

Benefits paid
$3,067,277
Administrative expenses
$77,027
Total expenses
$3,144,304
Net increase / (decrease)
$1,172,038

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServiceSERVICE PROVIDER$0$34,3452023
Economic Group Pension ServicesTHIRD PARTY ADMINISTRATO$0$8,2322023

Related Form 5500 pages