2023 Form 5500 filing — Anderson Erickson Employee Sick Benefit 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 20241011135158NAL0022876321001) for Anderson Erickson Employee Sick Benefit Plan, reported by Anderson Erickson Dairy Company And Subsidiary under EIN 42-0115611 and plan number 503. It reports 216 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)$82.6KReported net assets$82,596
Participants216
Provider compensation$7.1K1 Schedule C row(s)$7,100
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011135158NAL0022876321001
Plan sponsor
Anderson Erickson Dairy Company And Subsidiary
EIN
42-0115611
Plan number
503
Location
Des Moines, IA
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)$84.1K total assets
Net assets$82.6KLiabilities$1.5K
Money in vs. money out
Total income / additions$192.1K
Total expenses$158.2K
Benefits paid / distributions$151.1K
Contributions
Employer$64K
Participant$128.1K
Full reported line items
Total assets (EOY)
$84,053
Total liabilities (EOY)
$1,457
Net assets (EOY)
$82,596
Employer contributions
$63,966
Participant contributions
$128,107
Total income / additions
$192,073
Benefits paid
$151,081
Administrative expenses
$7,100
Total expenses
$158,181
Net increase / (decrease)
$33,892
Schedule C

Reported service provider compensation

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

  1. 1
    Uhy Llp$7.1K
    AUDITOR · Direct $7.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011135158NAL0022876321001 cover?
It is the 2023 Form 5500 filing for Anderson Erickson Employee Sick Benefit Plan, reported by Anderson Erickson Dairy Company And Subsidiary (EIN 42-0115611).
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