Andex Industries Inc & Anthony & Co. Retirement Plan — Form 5500 plan (Andex Industries, 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, Andex Industries Inc & Anthony & Co. Retirement Plan is a benefit plan reported by Andex Industries, Inc. under EIN 38-1652680 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $10,878,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andex Industries, Inc.
EIN
38-1652680
Plan number
001
Plan type
2
Location
Escanaba, MI
Latest filing year
2023
Participants
170
End-of-year plan assets
$10,878,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20250110134507NAL0008009587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,878,184
Net assets (EOY)
$10,878,184
Net assets (BOY)
$9,866,895

Income & contributions

Total income / additions
$1,512,519

Expenses & distributions

Benefits paid
$478,880
Administrative expenses
$22,350
Total expenses
$501,230
Net increase / (decrease)
$1,011,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Trust CompanyTRUSTEE$22,350$02023

Related Form 5500 pages