2023 Form 5500 filing — Andis Company 401(K)
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 20240903161917NAL0034573360001) for Andis Company 401(K), reported by Andis Company under EIN 39-0131490 and plan number 003. It reports 739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903161917NAL0034573360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andis Company
- EIN
- 39-0131490
- Plan number
- 003
- Location
- Sturtevant, WI
- Participants
- 739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,696,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,696,954
- Employer contributions
- $1,115,385
- Participant contributions
- $3,062,502
- Total income / additions
- $9,415,868
- Benefits paid
- $3,987,240
- Administrative expenses
- $189,688
- Total expenses
- $4,185,548
- Net increase / (decrease)
- $5,230,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $129,978 | $0 |
| Ubs Financial Services | INVESTMENT PROVIDER | $59,710 | not reported in the loaded dataset |