Plan5500

Anderson Columbia Co., Inc. 401(K) Salary Reduction Plan — Form 5500 plan (Anderson Columbia Co., 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, Anderson Columbia Co., Inc. 401(K) Salary Reduction Plan is a benefit plan reported by Anderson Columbia Co., Inc. under EIN 59-2871935 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,669 participants and $38,454,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Columbia Co., Inc.
EIN
59-2871935
Plan number
001
Plan type
2
Location
Lake City, FL
Latest filing year
2023
Participants
1,669
End-of-year plan assets
$38,454,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,669H, C20240916094124NAL0000959443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,454,707
Total liabilities (EOY)
$0
Net assets (EOY)
$38,454,707
Net assets (BOY)
$29,446,861

Income & contributions

Employer contributions
$1,404,648
Participant contributions
$3,125,951
Total contributions
$4,549,293
Total income / additions
$9,306,578

Expenses & distributions

Benefits paid
$3,542,971
Administrative expenses
$236,665
Total expenses
$3,780,180
Net increase / (decrease)
$5,526,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$113,601$02023
Morgan StanleyINVESTMENT ADVISOR$84,322not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$38,742not reported in the loaded dataset2023

Related Form 5500 pages