2023 Form 5500 filing — The Anderson Kill P.C. Profit Sharing 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 20240927101537NAL0001125587001) for The Anderson Kill P.C. Profit Sharing Plan, reported by Anderson Kill P.C. under EIN 13-2743351 and plan number 002. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927101537NAL0001125587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Kill P.C.
- EIN
- 13-2743351
- Plan number
- 002
- Location
- New York, NY
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,829,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,829,856
- Employer contributions
- $1,335,527
- Participant contributions
- $1,708,649
- Total income / additions
- $17,925,350
- Benefits paid
- $4,814,632
- Administrative expenses
- $73,501
- Total expenses
- $4,888,133
- Net increase / (decrease)
- $13,037,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | CONSULTANT | $46,298 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | OTHER | $31,521 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,829 | not reported in the loaded dataset |
| Fidelity Inves Inst Operations Co. | RECORDKEEPER | -$31,055 | $0 |