2023 Form 5500 filing — Anchor Medical Associates Retirement Plan

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 20240716172843NAL0005890624001) for Anchor Medical Associates Retirement Plan, reported by Anchor Medical Associates, Inc. under EIN 05-0508079 and plan number 001. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240716172843NAL0005890624001
Filing year
2023
Form type
2
Plan sponsor
Anchor Medical Associates, Inc.
EIN
05-0508079
Plan number
001
Location
Lincoln, RI
Participants
48
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,703,346
Total liabilities (EOY)
$0
Net assets (EOY)
$12,703,346
Employer contributions
$136,217
Participant contributions
$540,191
Total income / additions
$3,111,859
Benefits paid
$620,683
Administrative expenses
$23,066
Total expenses
$643,749
Net increase / (decrease)
$2,468,110
Schedule source
Schedule I

Related Form 5500 pages