2023 Form 5500 filing — Anthos Management Lp 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240507120503NAL0043365890001) for Anthos Management Lp 401(K) Profit Sharing Plan & Trust, reported by Anthos Management Lp under EIN 26-0458408 and plan number 001. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,819,395
Participants52
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240507120503NAL0043365890001
Plan sponsor
Anthos Management Lp
EIN
26-0458408
Plan number
001
Location
Santa Monica, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$164.9K
Benefits paid / distributions$163.2K
Contributions
Employer$227.5K
Participant$573.2K
Full reported line items
Total assets (EOY)
$4,819,395
Total liabilities (EOY)
$0
Net assets (EOY)
$4,819,395
Employer contributions
$227,504
Participant contributions
$573,175
Total income / additions
$1,935,261
Benefits paid
$163,196
Administrative expenses
$1,712
Total expenses
$164,908
Net increase / (decrease)
$1,770,353

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240507120503NAL0043365890001 cover?
It is the 2023 Form 5500 filing for Anthos Management Lp 401(K) Profit Sharing Plan & Trust, reported by Anthos Management Lp (EIN 26-0458408).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages