Charles & Marcia Anderson Profit Sharing Plan & Tr — Form 5500 plan (Charles & Marcia Anderson Partners)
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, Charles & Marcia Anderson Profit Sharing Plan & Tr is a benefit plan reported by Charles & Marcia Anderson Partners under EIN 93-1075864 and plan number 003. The latest loaded filing year is 2023. The filing reports 4 participants and $5,415,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles & Marcia Anderson Partners
- EIN
- 93-1075864
- Plan number
- 003
- Plan type
- 2
- Location
- Heppner, OR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $5,415,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240520142405NAL0000732051001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,415,339
- Net assets (EOY)
- $5,415,339
- Net assets (BOY)
- $4,228,608
Income & contributions
- Employer contributions
- $4,964
- Total income / additions
- $1,187,173
Expenses & distributions
- Benefits paid
- $0
- Total expenses
- $442
- Net increase / (decrease)
- $1,186,731
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.