Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan — Form 5500 plan (Anderson Pacific Engineering Construction, 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 Pacific Engineering Construction, Inc. Money Purchase Pension Plan is a benefit plan reported by Anderson Pacific Engineering Construction, Inc. under EIN 94-1636147 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $15,200,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson Pacific Engineering Construction, Inc.
- EIN
- 94-1636147
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $15,200,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241009174612NAL0018859393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,200,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,200,168
- Net assets (BOY)
- $11,389,833
Income & contributions
- Employer contributions
- $1,660,238
- Total contributions
- $1,660,238
- Total income / additions
- $4,829,848
Expenses & distributions
- Benefits paid
- $843,882
- Administrative expenses
- $175,631
- Total expenses
- $1,019,513
- Net increase / (decrease)
- $3,810,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Corporate Pension Consultants | NONE | $75,750 | not reported in the loaded dataset | 2023 |
| Sloy, Dahl & Holst, Inc. | NONE | $66,783 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE | $26,750 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $5,885 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anderson Pacific Engineering Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clara, CA
- Corporate Pension Consultants — Schedule C compensation
- Sloy, Dahl & Holst, Inc. — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation