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, Anser Advisory LLC 401k Retirement Plan is a benefit plan reported by Anser Advisory, LLC. under EIN 33-0690787 and plan number 002. The latest loaded filing year is 2023. The filing reports 910 participants and $42,586,043 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,586,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,586,043
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,349,617
- Participant contributions
- $2,683,875
- Total contributions
- $40,434,838
- Total income / additions
- $43,943,102
Expenses & distributions
- Benefits paid
- $2,058,296
- Administrative expenses
- $44,527
- Total expenses
- $2,102,823
- Net increase / (decrease)
- $41,840,279