2023 Form 5500 filing — K. E. Andrews 401(K) 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 20241002171935NAL0017395362001) for K. E. Andrews 401(K) Profit Sharing Plan, reported by Mark Andrews & Company under EIN 75-2693846 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241002171935NAL0017395362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mark Andrews & Company
- EIN
- 75-2693846
- Plan number
- 001
- Location
- Rockwall, TX
- Participants
- 156
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,858,441
- Net assets (EOY)
- $10,858,441
- Employer contributions
- $667,572
- Participant contributions
- $866,947
- Total income / additions
- $3,080,044
- Benefits paid
- $474,405
- Administrative expenses
- $3,192
- Total expenses
- $477,597
- Net increase / (decrease)
- $2,602,447
- Schedule source
- Schedule H