2023 Form 5500 filing — Anco Insurance Managers, Inc. 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 20240911135817NAL0016150114001) for Anco Insurance Managers, Inc. 401(K) Plan, reported by Anco Insurance Managers, Inc. under EIN 76-0256756 and plan number 004. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911135817NAL0016150114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anco Insurance Managers, Inc.
- EIN
- 76-0256756
- Plan number
- 004
- Location
- Bryan, TX
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,386,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,386,927
- Employer contributions
- $518,709
- Participant contributions
- $863,380
- Total income / additions
- $4,316,342
- Benefits paid
- $3,067,277
- Administrative expenses
- $77,027
- Total expenses
- $3,144,304
- Net increase / (decrease)
- $1,172,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Service | SERVICE PROVIDER | $0 | $34,345 |
| Economic Group Pension Services | THIRD PARTY ADMINISTRATO | $0 | $8,232 |