Anderson Manufacturing 401(K) Plan — Form 5500 plan (Anderson Manufacturing)

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 Manufacturing 401(K) Plan is a benefit plan reported by Anderson Manufacturing under EIN 61-1030604 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $3,308,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Manufacturing
EIN
61-1030604
Plan number
001
Plan type
2
Location
Hebron, KY
Latest filing year
2023
Participants
221
End-of-year plan assets
$3,308,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20241118123112NAL0003156274001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,308,230
Total liabilities (EOY)
$171
Net assets (EOY)
$3,308,059
Net assets (BOY)
$2,631,589

Income & contributions

Employer contributions
$135,526
Participant contributions
$375,215
Total contributions
$510,741
Total income / additions
$993,855

Expenses & distributions

Benefits paid
$311,576
Administrative expenses
$5,809
Total expenses
$317,385
Net increase / (decrease)
$676,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Latitude Service Company IncCONTRACT ADMIN$4,575$1,7032023
Empower Annuity Insurance CompanyRECORDKEEPER$2,234$02023

Related Form 5500 pages