2023 Form 5500 filing — Anniversary Holding Company 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 20240913102637NAL0005904451001) for Anniversary Holding Company 401(K) Plan, reported by Anniversary Holding Company under EIN 27-0177061 and plan number 001. It reports 619 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)$461.2KReported net assets$461,241
Participants619
Provider compensation$2.3K1 Schedule C row(s)$2,276
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913102637NAL0005904451001
Plan sponsor
Anniversary Holding Company
EIN
27-0177061
Plan number
001
Location
Lafeyette, LA
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)$461.2K total assets
Net assets$461.2KLiabilities$0
Money in vs. money out
Total income / additions$298.1K
Total expenses$119.3K
Benefits paid / distributions$101.8K
Contributions
EmployerNot reported
Participant$248.4K
Full reported line items
Total assets (EOY)
$461,241
Total liabilities (EOY)
$0
Net assets (EOY)
$461,241
Participant contributions
$248,386
Total income / additions
$298,101
Benefits paid
$101,801
Administrative expenses
$17,466
Total expenses
$119,267
Net increase / (decrease)
$178,834
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $2.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913102637NAL0005904451001 cover?
It is the 2023 Form 5500 filing for Anniversary Holding Company 401(K) Plan, reported by Anniversary Holding Company (EIN 27-0177061).
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