2023 Form 5500 filing — Annin & Co 401(K) Retirement 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 20240930125805NAL0003256083001) for Annin & Co 401(K) Retirement Plan, reported by Annin & Co under EIN 22-1614662 and plan number 002. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125805NAL0003256083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Annin & Co
- EIN
- 22-1614662
- Plan number
- 002
- Location
- New Providence, NJ
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,844,435
- Total liabilities (EOY)
- $3,023
- Net assets (EOY)
- $18,841,412
- Employer contributions
- $260,864
- Participant contributions
- $613,259
- Total income / additions
- $3,310,733
- Benefits paid
- $1,905,816
- Administrative expenses
- $8,345
- Total expenses
- $1,917,329
- Net increase / (decrease)
- $1,393,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps,Inc. | RECORD KEEPER | $8,345 | $0 |
| Pimco | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Oakmark | NONE | $0 | $0 |
| Loomis-Sayles Natixis | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Federated Funds | NONE | $0 | $0 |
| Royce Funds | NONE | $0 | $0 |