2023 Form 5500 filing — The Anchin, Block & Anchin 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 20241011091734NAL0012318979001) for The Anchin, Block & Anchin Savings Plan, reported by Anchin, Block & Anchin Llp under EIN 13-0436940 and plan number 001. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091734NAL0012318979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anchin, Block & Anchin Llp
- EIN
- 13-0436940
- Plan number
- 001
- Location
- New York, NY
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,241,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,241,577
- Employer contributions
- $138,876
- Participant contributions
- $5,148,250
- Total income / additions
- $22,764,328
- Benefits paid
- $3,001,543
- Administrative expenses
- $125,693
- Total expenses
- $3,127,236
- Net increase / (decrease)
- $19,637,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group LLC | NONE | $74,171 | not reported in the loaded dataset |
| Usi Advisors, Inc. | NONE | $22,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $19,022 | not reported in the loaded dataset |
| Snyder Cohn, Pc | NONE | $10,000 | not reported in the loaded dataset |