Anchor Medical Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Anchor Medical Associates, Inc. (EIN 05-0508079) is a plan sponsor located in Lincoln, RI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
05-0508079
Location
Lincoln, RI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,703,346
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,703,346

Contributions & income

Employer contributions
$136,217
Participant contributions
$540,191
Total income / additions
$3,111,859

Expenses & distributions

Benefits paid / distributions
$620,683
Total expenses
$643,749
Net increase / (decrease)
$2,468,110

Coverage

Total reported participants
48
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Anchor Medical Associates, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Anchor Medical Associates Retirement Plan00148$12,703,3462023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Anchor Medical Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Anchor Medical Associates Retirement Plan48I20240716172843NAL0005890624001

Related Form 5500 pages