2023 Form 5500 filing — Anderson And Middleton Company 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 20250409130749NAL0010882339001) for Anderson And Middleton Company Retirement Plan, reported by Anderson And Middleton Company under EIN 91-0127010 and plan number 001. It reports 101 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)$8.5KReported net assets$8,541
Participants101
Provider compensation$15.3K1 Schedule C row(s)$15,309
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250409130749NAL0010882339001
Plan sponsor
Anderson And Middleton Company
EIN
91-0127010
Plan number
001
Location
Hoquiam, WA
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)$8.5K total assets
Net assets$8.5KLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$7.8M
Benefits paid / distributions$7.8M
Contributions
Employer$1.4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,541
Total liabilities (EOY)
$0
Net assets (EOY)
$8,541
Employer contributions
$1,399,032
Total income / additions
$2,077,875
Benefits paid
$7,787,797
Administrative expenses
$15,309
Total expenses
$7,803,106
Net increase / (decrease)
-$5,725,231
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $15.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250409130749NAL0010882339001 cover?
It is the 2023 Form 5500 filing for Anderson And Middleton Company Retirement Plan, reported by Anderson And Middleton Company (EIN 91-0127010).
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