Anderson Brothers Corporation Retirement Plan — Form 5500 plan (Anderson Brothers Corporation)

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 Brothers Corporation Retirement Plan is a benefit plan reported by Anderson Brothers Corporation under EIN 94-2585590 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $4,329,706 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.3MPlan net assets, end of year$4,329,706
Participants12Covered participants reported
Assets / participant$360.8KComputed: assets ÷ participants$360,809 (computed)
Provider compensationNone reported
Plan sponsor
Anderson Brothers Corporation
EIN
94-2585590
Plan number
001
Plan type
2
Location
Paradise, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312I20240910121426NAL0005622561001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$532.3K
Total expenses$31.4K
Benefits paid / distributionsNot reported
Contributions
Employer$30.2K
Participant$52K
Full reported line items

Net assets

Total assets (EOY)
$4,329,706
Total liabilities (EOY)
$0
Net assets (EOY)
$4,329,706
Net assets (BOY)
$3,828,801

Income & contributions

Employer contributions
$30,187
Participant contributions
$52,000
Total income / additions
$532,285

Expenses & distributions

Administrative expenses
$9,752
Total expenses
$31,380
Net increase / (decrease)
$500,905

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages