Plan5500

Doe Anderson, P.B.C — 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, Doe Anderson, P.B.C (EIN 61-0525990) is a plan sponsor located in Louisville, KY 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
61-0525990
Location
Louisville, KY
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 Doe Anderson, P.B.C

  • 2 loaded plans hold $13.1M in reported assets.
  • The largest, Doe-Anderson, Inc. Profit Sharing 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 247 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.1MSummed across loaded plans$13,088,811
Total reported assets$13.1M$13,089,372
Total reported participants247
Total reported liabilities$561

Reported net position

Reported assets = net assets + liabilities (summed)$13.1M total assets
Net assets$13.1MLiabilities$561
Contributions & income
Employer contributions$274.3K
Participant contributions$817.4K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$765.5K
Total expenses$767.9K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Doe-Anderson, Inc. Profit Sharing 401(K) Plan
Participants per plan124Average 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
    Doe-Anderson, Inc. Profit Sharing 401(K) Plan$13.1M
    Plan #010 · 140 participants · 2023
  2. 2
    Doe Anderson, P.B.C Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 107 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 Doe Anderson, P.B.C. Open one for its full reported snapshot.

  1. 2023
    Doe-Anderson, Inc. Profit Sharing 401(K) Plan140 participants · 2Sch H
    View filing →
  2. 2023
    Doe Anderson, P.B.C Welfare Benefit Plan107 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Doe Anderson, P.B.C report on Form 5500?
Doe Anderson, P.B.C (EIN 61-0525990) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Doe Anderson, P.B.C?
The Employer Identification Number (EIN) reported for Doe Anderson, P.B.C is 61-0525990.
What is the latest Form 5500 filing year for Doe Anderson, P.B.C?
The latest loaded Form 5500 filing year for Doe Anderson, P.B.C is 2023.

Related Form 5500 pages