2023 Form 5500 filing — Andgar Retirement Fund

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 20250708122410NAL0002658899001) for Andgar Retirement Fund, reported by Andgar Corporation under EIN 91-0898015 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250708122410NAL0002658899001
Filing year
2023
Form type
2
Plan sponsor
Andgar Corporation
EIN
91-0898015
Plan number
001
Location
Ferndale, WA
Participants
251
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,773,747
Total liabilities (EOY)
$15,620
Net assets (EOY)
$16,758,127
Employer contributions
$150,423
Participant contributions
$936,669
Total income / additions
$4,757,766
Benefits paid
$965,319
Administrative expenses
$86,302
Total expenses
$1,051,621
Net increase / (decrease)
$3,706,145
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Northwest Advisory ServiceNONE$52,411not reported in the loaded dataset
American Northwest RpsNONE$14,124not reported in the loaded dataset
Larson Gross Assurance, PllcNONE$12,530not reported in the loaded dataset
Benefit Trust ConpanyNONE$7,237$0

Related Form 5500 pages