Dick Anderson Construction, Inc. Profit Sharing Plan — Form 5500 plan (Dick Anderson Construction, 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, Dick Anderson Construction, Inc. Profit Sharing Plan is a benefit plan reported by Dick Anderson Construction, Inc. under EIN 81-0380463 and plan number 001. The latest loaded filing year is 2023. The filing reports 603 participants and $29,034,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dick Anderson Construction, Inc.
- EIN
- 81-0380463
- Plan number
- 001
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 603
- End-of-year plan assets
- $29,034,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 603 | H, C | 20241011080816NAL0021501265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,034,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,034,413
- Net assets (BOY)
- $23,894,991
Income & contributions
- Employer contributions
- $881,106
- Participant contributions
- $1,684,953
- Total contributions
- $2,754,632
- Total income / additions
- $6,626,731
Expenses & distributions
- Benefits paid
- $1,345,824
- Administrative expenses
- $141,485
- Total expenses
- $1,487,309
- Net increase / (decrease)
- $5,139,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | INVESTMENT ADVISOR | $61,728 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $34,050 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $32,073 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,249 | not reported in the loaded dataset | 2023 |
| Kennedy & Coe, LLC | AUDITOR | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dick Anderson Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Helena, MT
- Osaic Wealth Inc — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kennedy & Coe, LLC — Schedule C compensation