Mark G. Anderson Consultants, Inc. 401k Profit Sharing Plan — Form 5500 plan (Mark G. Anderson Consultants, 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, Mark G. Anderson Consultants, Inc. 401k Profit Sharing Plan is a benefit plan reported by Mark G. Anderson Consultants, Inc. under EIN 52-1973716 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $63,730,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark G. Anderson Consultants, Inc.
- EIN
- 52-1973716
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $63,730,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20241002101826NAL0003944691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,730,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,730,289
- Net assets (BOY)
- $49,768,748
Income & contributions
- Employer contributions
- $3,582,376
- Participant contributions
- $2,374,983
- Total contributions
- $6,895,107
- Total income / additions
- $14,909,663
Expenses & distributions
- Benefits paid
- $858,149
- Administrative expenses
- $88,863
- Total expenses
- $948,122
- Net increase / (decrease)
- $13,961,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISOR | $36,000 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Advisory LLC | CONTRACT ADMIN | $30,384 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $23,279 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mark G. Anderson Consultants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Northwestern Mutual — Schedule C compensation
- Cherry Bekaert Advisory LLC — Schedule C compensation
- Capital Group Retirement Plan — Schedule C compensation