Anderson, Eckstein And Westrick, 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, Eckstein And Westrick, Inc. (EIN 38-1904829) is a plan sponsor located in Shelby Township, MI with 2 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
38-1904829
Location
Shelby Township, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$49,385,670
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$49,385,670

Contributions & income

Employer contributions
$1,252,879
Participant contributions
$1,358,295
Total income / additions
$12,500,322

Expenses & distributions

Benefits paid / distributions
$2,459,703
Total expenses
$2,531,704
Net increase / (decrease)
$9,968,618

Coverage

Total reported participants
298
Plans with financial statements
1
Plans with provider compensation
1

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

Anderson, Eckstein And Westrick, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Aew, Inc. Retirement Plan002176$49,385,6702023
Anderson, Eckstein And Westrick, Inc. Group Benefit Plan502122not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Anderson, Eckstein And Westrick, Inc.
YearPlanParticipantsSchedulesFiling
2023Anderson, Eckstein And Westrick, Inc. Group Benefit Plan12220240701124056NAL0004153377001
2023Aew, Inc. Retirement Plan176H, C20250701135739NAL0017795232001

Related Form 5500 pages