Annin & Co 401(K) Retirement Plan — Form 5500 plan (Annin & Co)
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, Annin & Co 401(K) Retirement Plan is a benefit plan reported by Annin & Co under EIN 22-1614662 and plan number 002. The latest loaded filing year is 2023. The filing reports 410 participants and $18,844,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Annin & Co
- EIN
- 22-1614662
- Plan number
- 002
- Plan type
- 2
- Location
- New Providence, NJ
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $18,844,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20240930125805NAL0003256083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,844,435
- Total liabilities (EOY)
- $3,023
- Net assets (EOY)
- $18,841,412
- Net assets (BOY)
- $17,448,008
Income & contributions
- Employer contributions
- $260,864
- Participant contributions
- $613,259
- Total contributions
- $874,123
- Total income / additions
- $3,310,733
Expenses & distributions
- Benefits paid
- $1,905,816
- Administrative expenses
- $8,345
- Total expenses
- $1,917,329
- Net increase / (decrease)
- $1,393,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps,Inc. | RECORD KEEPER | $8,345 | $0 | 2023 |
| Pimco | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Oakmark | NONE | $0 | $0 | 2023 |
| Loomis-Sayles Natixis | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Federated Funds | NONE | $0 | $0 | 2023 |
| Royce Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Annin & Co
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in New Providence, NJ
- T Rowe Price Rps,Inc. — Schedule C compensation
- Pimco — Schedule C compensation
- Fidelity — Schedule C compensation
- Oakmark — Schedule C compensation
- Loomis-Sayles Natixis — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Federated Funds — Schedule C compensation
- Royce Funds — Schedule C compensation