2023 Form 5500 filing — Anderson Holdings 401(K) Savings 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 20241008135713NAL0016819441001) for Anderson Holdings 401(K) Savings Plan, reported by Anderson Holdings under EIN 95-2407261 and plan number 001. It reports 1,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$96.4MReported net assets$96,391,377
Participants1.4K1,429
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008135713NAL0016819441001
Plan sponsor
Anderson Holdings
EIN
95-2407261
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$96.4M total assets
Net assets$96.4MLiabilities$0
Money in vs. money out
Total income / additions$20.3M
Total expenses$41.4M
Benefits paid / distributions$41.1M
Contributions
Employer$1.4M
Participant$2.4M
Full reported line items
Total assets (EOY)
$96,391,377
Total liabilities (EOY)
$0
Net assets (EOY)
$96,391,377
Employer contributions
$1,394,073
Participant contributions
$2,356,517
Total income / additions
$20,315,016
Benefits paid
$41,057,304
Administrative expenses
$131,044
Total expenses
$41,361,993
Net increase / (decrease)
-$21,046,977
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $40.6K
  2. 2
    RECORDKEEPER · Direct -$104.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008135713NAL0016819441001 cover?
It is the 2023 Form 5500 filing for Anderson Holdings 401(K) Savings Plan, reported by Anderson Holdings (EIN 95-2407261).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages