Anro Inc. Profit Sharing Retirement Savings Plan — Form 5500 plan (Anro Inc.)

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, Anro Inc. Profit Sharing Retirement Savings Plan is a benefit plan reported by Anro Inc. under EIN 23-1599984 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $16,410,368 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.4MPlan net assets, end of year$16,406,438
Participants123Covered participants reported
Assets / participant$133.4KComputed: assets ÷ participants$133,418 (computed)
Provider compensation$62.6K3 Schedule C provider row(s)$62,558
Plan sponsor
Anro Inc.
EIN
23-1599984
Plan number
001
Plan type
2
Location
West Chester, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20240626120751NAL0005410659001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.4M total assets
Net assets$16.4MLiabilities$3.9K
Money in vs. money out
Total income / additions$3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$101K
Participant$608.5K
Full reported line items

Net assets

Total assets (EOY)
$16,410,368
Total liabilities (EOY)
$3,930
Net assets (EOY)
$16,406,438
Net assets (BOY)
$14,583,008

Income & contributions

Employer contributions
$100,965
Participant contributions
$608,457
Total contributions
$709,422
Total income / additions
$2,960,159

Expenses & distributions

Benefits paid
$1,073,122
Administrative expenses
$63,607
Total expenses
$1,136,729
Net increase / (decrease)
$1,823,430
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sterling Investment Advisors LtdADVISOR$26,535not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,751$02023
Kreischer Miller CoACCOUNTANT/AUDITOR$13,272not reported in the loaded dataset2023

Related Form 5500 pages