2023 Form 5500 filing — Anchor Tool & Die Retirement 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 20241014151614NAL0015187859001) for Anchor Tool & Die Retirement Plan, reported by Anchor Tool & Die Company under EIN 34-1053608 and plan number 001. It reports 200 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)$12.3MReported net assets$12,306,326
Participants200
Provider compensation$54.3K2 Schedule C row(s)$54,313
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014151614NAL0015187859001
Plan sponsor
Anchor Tool & Die Company
EIN
34-1053608
Plan number
001
Location
Cleveland, OH
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)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$820.7K
Benefits paid / distributions$766.4K
Contributions
Employer$219.7K
Participant$627.9K
Full reported line items
Total assets (EOY)
$12,306,326
Total liabilities (EOY)
$0
Net assets (EOY)
$12,306,326
Employer contributions
$219,737
Participant contributions
$627,931
Total income / additions
$2,815,239
Benefits paid
$766,380
Administrative expenses
$54,313
Total expenses
$820,693
Net increase / (decrease)
$1,994,546
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $27.2K
  2. 2
    RECORDKEEPER · Direct $27.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014151614NAL0015187859001 cover?
It is the 2023 Form 5500 filing for Anchor Tool & Die Retirement Plan, reported by Anchor Tool & Die Company (EIN 34-1053608).
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