2023 Form 5500 filing — Anser Advisory, LLC 401(K) Profit
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 20240916145928NAL0001628257001) for Anser Advisory, LLC 401(K) Profit, reported by Anser Advisory, LLC. under EIN 33-0690787 and plan number 001. It reports 938 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916145928NAL0001628257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anser Advisory, LLC.
- EIN
- 33-0690787
- Plan number
- 001
- Location
- Ocoee, FL
- Participants
- 938
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $3,726,817
- Participant contributions
- $9,040,406
- Total income / additions
- $22,875,467
- Benefits paid
- $68,846,123
- Administrative expenses
- $217,060
- Total expenses
- $69,097,224
- Net increase / (decrease)
- -$46,221,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Seia LLC | INVESTMENT/FINANCIAL ADVI | $172,040 | $0 |
| Adp, Inc. | RECORD KEEPER | $132,539 | $0 |