Anderson Group 401(K) Savings Plan — Form 5500 plan (Anderson Hay & Grain Co., 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, Anderson Group 401(K) Savings Plan is a benefit plan reported by Anderson Hay & Grain Co., Inc. under EIN 91-0718482 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $12,444,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Hay & Grain Co., Inc.
EIN
91-0718482
Plan number
001
Plan type
2
Location
Ellensburg, WA
Latest filing year
2023
Participants
285
End-of-year plan assets
$12,444,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20240729124831NAL0032019376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,444,686
Total liabilities (EOY)
$0
Net assets (EOY)
$12,444,686
Net assets (BOY)
$10,625,851

Income & contributions

Employer contributions
$169,345
Participant contributions
$815,441
Total contributions
$1,044,974
Total income / additions
$3,017,058

Expenses & distributions

Benefits paid
$1,155,684
Administrative expenses
$35,204
Total expenses
$1,198,223
Net increase / (decrease)
$1,818,835

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ScsADVISOR$26,308not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,058$02023

Related Form 5500 pages