Anthony, Judge & Ware, LLC 401k Plan — Form 5500 plan (Anthony, Judge & Ware, LLC)
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, Anthony, Judge & Ware, LLC 401k Plan is a benefit plan reported by Anthony, Judge & Ware, LLC under EIN 52-2209173 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $3,003,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anthony, Judge & Ware, LLC
- EIN
- 52-2209173
- Plan number
- 002
- Plan type
- 2
- Location
- Chestertown, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240319143006NAL0000597491001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,003,075
- Net assets (EOY)
- $3,003,075
- Net assets (BOY)
- $2,364,778
Income & contributions
- Employer contributions
- $40,065
- Participant contributions
- $118,366
- Total income / additions
- $655,053
Expenses & distributions
- Administrative expenses
- $16,756
- Total expenses
- $16,756
- Net increase / (decrease)
- $638,297
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.