Anderson Excavating 401(K) Plan — Form 5500 plan (Anderson Excavating, 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, Anderson Excavating 401(K) Plan is a benefit plan reported by Anderson Excavating, LLC under EIN 55-0785115 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $5,330,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Excavating, LLC
EIN
55-0785115
Plan number
001
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
200
End-of-year plan assets
$5,330,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241014120331NAL0026101169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,330,768
Total liabilities (EOY)
$3,765
Net assets (EOY)
$5,327,003
Net assets (BOY)
$4,490,224

Income & contributions

Employer contributions
$229,624
Participant contributions
$340,117
Total contributions
$569,741
Total income / additions
$1,350,191

Expenses & distributions

Benefits paid
$478,034
Administrative expenses
$35,378
Total expenses
$513,412
Net increase / (decrease)
$836,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AlerusCUSTODIAN/RECORDKEEPER$35,378$02023

Related Form 5500 pages