2023 Form 5500 filing — Andrus On Hudson 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 20240723154433NAL0006770899001) for Andrus On Hudson Retirement Plan, reported by John E. Andrus Memorial, Inc. under EIN 13-5596795 and plan number 004. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,860,930
Participants119
Provider compensation$21K2 Schedule C row(s)$21,001
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723154433NAL0006770899001
Plan sponsor
John E. Andrus Memorial, Inc.
EIN
13-5596795
Plan number
004
Location
Hastings On Hudson, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$758.2K
Total expenses$118.3K
Benefits paid / distributions$97.3K
Contributions
Employer$192.9K
Participant$191.3K
Full reported line items
Total assets (EOY)
$3,860,930
Total liabilities (EOY)
$0
Net assets (EOY)
$3,860,930
Employer contributions
$192,921
Participant contributions
$191,273
Total income / additions
$758,191
Benefits paid
$97,278
Administrative expenses
$21,001
Total expenses
$118,279
Net increase / (decrease)
$639,912
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $12.7K · Indirect $0
  2. 2
    ADVISOR · Direct $8.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723154433NAL0006770899001 cover?
It is the 2023 Form 5500 filing for Andrus On Hudson Retirement Plan, reported by John E. Andrus Memorial, Inc. (EIN 13-5596795).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages