The Anchin, Block & Anchin Savings Plan — Form 5500 plan (Anchin, Block & Anchin Llp)
Plain-English plan 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, The Anchin, Block & Anchin Savings Plan is a benefit plan reported by Anchin, Block & Anchin Llp under EIN 13-0436940 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $101,241,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anchin, Block & Anchin Llp
- EIN
- 13-0436940
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $101,241,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20241011091734NAL0012318979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,241,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,241,577
- Net assets (BOY)
- $81,604,485
Income & contributions
- Employer contributions
- $138,876
- Participant contributions
- $5,148,250
- Total contributions
- $5,973,602
- Total income / additions
- $22,764,328
Expenses & distributions
- Benefits paid
- $3,001,543
- Administrative expenses
- $125,693
- Total expenses
- $3,127,236
- Net increase / (decrease)
- $19,637,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group LLC | NONE | $74,171 | not reported in the loaded dataset | 2023 |
| Usi Advisors, Inc. | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $19,022 | not reported in the loaded dataset | 2023 |
| Snyder Cohn, Pc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anchin, Block & Anchin Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Sentinel Benefits Group LLC — Schedule C compensation
- Usi Advisors, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Snyder Cohn, Pc — Schedule C compensation