James J. Anderson Construction Co., Inc 401 (K) Plan — Form 5500 plan (James J. Anderson Construction)

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, James J. Anderson Construction Co., Inc 401 (K) Plan is a benefit plan reported by James J. Anderson Construction under EIN 23-2177868 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $25,924,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James J. Anderson Construction
EIN
23-2177868
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
121
End-of-year plan assets
$25,924,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241007064940NAL0007400915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,924,612
Total liabilities (EOY)
$0
Net assets (EOY)
$25,924,612
Net assets (BOY)
$21,761,818

Income & contributions

Employer contributions
$388,395
Participant contributions
$1,164,653
Total contributions
$1,698,162
Total income / additions
$5,262,262

Expenses & distributions

Benefits paid
$1,059,690
Administrative expenses
$39,778
Total expenses
$1,099,468
Net increase / (decrease)
$4,162,794

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells FargoN/A$21,974$02023
Kreischer MillerINVESTMENT/FINANCIAL ADVI$17,617$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages