The Anderson Kill P.C. Profit Sharing Plan — Form 5500 plan (Anderson Kill P.C.)

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 Anderson Kill P.C. Profit Sharing Plan is a benefit plan reported by Anderson Kill P.C. under EIN 13-2743351 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $87,829,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Kill P.C.
EIN
13-2743351
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
273
End-of-year plan assets
$87,829,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20240927101537NAL0001125587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,829,856
Total liabilities (EOY)
$0
Net assets (EOY)
$87,829,856
Net assets (BOY)
$74,792,639

Income & contributions

Employer contributions
$1,335,527
Participant contributions
$1,708,649
Total contributions
$3,198,272
Total income / additions
$17,925,350

Expenses & distributions

Benefits paid
$4,814,632
Administrative expenses
$73,501
Total expenses
$4,888,133
Net increase / (decrease)
$13,037,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors LLCCONSULTANT$46,298not reported in the loaded dataset2023
Usi Consulting Group, Inc.OTHER$31,521not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,829not reported in the loaded dataset2023
Fidelity Inves Inst Operations Co.RECORDKEEPER-$31,055$02023

Related Form 5500 pages