2023 Form 5500 filing — The Anderson Companies Profit Sharing And 401(K) 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 20240821090909NAL0002294787001) for The Anderson Companies Profit Sharing And 401(K) Plan, reported by O. D. Anderson, Inc. under EIN 25-0324523 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821090909NAL0002294787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O. D. Anderson, Inc.
- EIN
- 25-0324523
- Plan number
- 001
- Location
- Greenville, PA
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,207,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,207,481
- Employer contributions
- $165,972
- Participant contributions
- $598,380
- Total income / additions
- $2,394,221
- Benefits paid
- $563,563
- Administrative expenses
- $65,856
- Total expenses
- $629,419
- Net increase / (decrease)
- $1,764,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,999 | $1,286 |
| First National Trust Company | NONE | $28,857 | not reported in the loaded dataset |