Plan5500

Anderson Dubose, 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, Anderson Dubose, Inc (EIN 34-1690243) is a plan sponsor located in Lordstown, OH 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
34-1690243
Location
Lordstown, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Anderson Dubose, Inc

  • 2 loaded plans hold $19M in reported assets.
  • The largest, The Anderson-Dubose Company 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 524 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19MSummed across loaded plans$18,970,751
Total reported assets$19M$18,970,751
Total reported participants524
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19M total assets
Net assets$19MLiabilities$0
Contributions & income
Employer contributions$988K
Participant contributions$886.5K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.5M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Anderson-Dubose Company 401(K) Plan
Participants per plan262Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Anderson-Dubose Company 401(K) Plan$19M
    Plan #005 · 268 participants · 2023
  2. 2
    The Anderson-Dubose Company Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 256 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Anderson Dubose, Inc. Open one for its full reported snapshot.

  1. 2023
    The Anderson-Dubose Company Health And Welfare Plan256 participants · 2No schedules
    View filing →
  2. 2023
    The Anderson-Dubose Company 401(K) Plan268 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Anderson Dubose, Inc report on Form 5500?
Anderson Dubose, Inc (EIN 34-1690243) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Anderson Dubose, Inc?
The Employer Identification Number (EIN) reported for Anderson Dubose, Inc is 34-1690243.
What is the latest Form 5500 filing year for Anderson Dubose, Inc?
The latest loaded Form 5500 filing year for Anderson Dubose, Inc is 2023.

Related Form 5500 pages