2023 Form 5500 filing — Anderson Pacific Engineering Construction, Inc. Money Purchase Pension 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 20241009174612NAL0018859393001) for Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan, reported by Anderson Pacific Engineering Construction, Inc. under EIN 94-1636147 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009174612NAL0018859393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Pacific Engineering Construction, Inc.
- EIN
- 94-1636147
- Plan number
- 001
- Location
- Santa Clara, CA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,200,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,200,168
- Employer contributions
- $1,660,238
- Total income / additions
- $4,829,848
- Benefits paid
- $843,882
- Administrative expenses
- $175,631
- Total expenses
- $1,019,513
- Net increase / (decrease)
- $3,810,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Corporate Pension Consultants | NONE | $75,750 | not reported in the loaded dataset |
| Sloy, Dahl & Holst, Inc. | NONE | $66,783 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE | $26,750 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $5,885 | not reported in the loaded dataset |