2023 Form 5500 filing — James J. Anderson Construction Co., Inc 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 20241007064940NAL0007400915001) for James J. Anderson Construction Co., Inc 401 (K) Plan, reported by James J. Anderson Construction under EIN 23-2177868 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064940NAL0007400915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James J. Anderson Construction
- EIN
- 23-2177868
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,924,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,924,612
- Employer contributions
- $388,395
- Participant contributions
- $1,164,653
- Total income / additions
- $5,262,262
- Benefits paid
- $1,059,690
- Administrative expenses
- $39,778
- Total expenses
- $1,099,468
- Net increase / (decrease)
- $4,162,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | N/A | $21,974 | $0 |
| Kreischer Miller | INVESTMENT/FINANCIAL ADVI | $17,617 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |