Anderson Tackman & Company Retirement Plan — Form 5500 plan (Anderson Tackman & Company, Plc)
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, Anderson Tackman & Company Retirement Plan is a benefit plan reported by Anderson Tackman & Company, Plc under EIN 38-1977929 and plan number 002. The latest loaded filing year is 2023. The filing reports 65 participants and $11,776,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson Tackman & Company, Plc
- EIN
- 38-1977929
- Plan number
- 002
- Plan type
- 2
- Location
- Escanaba, MI
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $11,776,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20241009083714NAL0010439123001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,776,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,776,279
- Net assets (BOY)
- $10,643,045
Income & contributions
- Employer contributions
- $114,293
- Participant contributions
- $347,759
- Total income / additions
- $2,731,424
Expenses & distributions
- Benefits paid
- $1,602,053
- Administrative expenses
- -$3,863
- Total expenses
- $1,598,190
- Net increase / (decrease)
- $1,133,234
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.