ANCHOR PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022 : ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN 2022 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,115 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,496,892 |
Total of all expenses incurred | 2022-12-31 | $1,955,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,842,812 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $14,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,351,847 |
Value of total assets at end of year | 2022-12-31 | $14,829,372 |
Value of total assets at beginning of year | 2022-12-31 | $19,282,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $98,501 |
Total interest from all sources | 2022-12-31 | $10,629 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $653,469 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $653,469 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $981,383 |
Participant contributions at end of year | 2022-12-31 | $193,111 |
Participant contributions at beginning of year | 2022-12-31 | $163,622 |
Participant contributions at end of year | 2022-12-31 | $587 |
Participant contributions at beginning of year | 2022-12-31 | $9,770 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $188,968 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,115 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,452,251 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,829,372 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,281,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,598,483 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,366,391 |
Interest on participant loans | 2022-12-31 | $10,629 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,021,831 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,719,610 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,512,837 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $181,496 |
Employer contributions (assets) at end of year | 2022-12-31 | $15,360 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $23,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,842,812 |
Contract administrator fees | 2022-12-31 | $98,501 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PSK LLP |
Accountancy firm EIN | 2022-12-31 | 751486711 |
2021 : ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN 2021 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,115 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,542,580 |
Total of all expenses incurred | 2021-12-31 | $2,072,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,957,825 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $5,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,254,600 |
Value of total assets at end of year | 2021-12-31 | $19,282,738 |
Value of total assets at beginning of year | 2021-12-31 | $17,811,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $109,513 |
Total interest from all sources | 2021-12-31 | $11,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,120,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,120,566 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $961,807 |
Participant contributions at end of year | 2021-12-31 | $163,622 |
Participant contributions at beginning of year | 2021-12-31 | $175,821 |
Participant contributions at end of year | 2021-12-31 | $9,770 |
Participant contributions at beginning of year | 2021-12-31 | $5,026 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $74,486 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,115 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,469,730 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,281,623 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,811,893 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,366,391 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,016,804 |
Interest on participant loans | 2021-12-31 | $11,086 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,719,610 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,604,871 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,156,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $218,307 |
Employer contributions (assets) at end of year | 2021-12-31 | $23,345 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $9,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,957,825 |
Contract administrator fees | 2021-12-31 | $109,513 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PSK LLP |
Accountancy firm EIN | 2021-12-31 | 751486711 |
2020 : ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-12-31 | $4,545,129 |
Total of all expenses incurred | 2020-12-31 | $3,076,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,995,468 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,041,292 |
Value of total assets at end of year | 2020-12-31 | $17,811,893 |
Value of total assets at beginning of year | 2020-12-31 | $16,343,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $74,267 |
Total interest from all sources | 2020-12-31 | $12,815 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $663,125 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $663,125 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $809,940 |
Participant contributions at end of year | 2020-12-31 | $175,821 |
Participant contributions at beginning of year | 2020-12-31 | $316,060 |
Participant contributions at end of year | 2020-12-31 | $5,026 |
Participant contributions at beginning of year | 2020-12-31 | $53,645 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $35,594 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,468,191 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,811,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,343,702 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $74,267 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,016,804 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,896,717 |
Interest on participant loans | 2020-12-31 | $12,203 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $612 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,604,871 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,067,438 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,827,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $195,758 |
Employer contributions (assets) at end of year | 2020-12-31 | $9,371 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $9,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,995,468 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PSK LLP |
Accountancy firm EIN | 2020-12-31 | 751486711 |
2019 : ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN 2019 401k financial data |
---|
Total transfer of assets to this plan | 2019-12-31 | $13,932,671 |
Total income from all sources (including contributions) | 2019-12-31 | $884,706 |
Total of all expenses incurred | 2019-12-31 | $169,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $113,131 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $31,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $171,836 |
Value of total assets at end of year | 2019-12-31 | $16,343,702 |
Value of total assets at beginning of year | 2019-12-31 | $1,696,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $25,038 |
Total interest from all sources | 2019-12-31 | $6,633 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $421,925 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $421,925 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $155,632 |
Participant contributions at end of year | 2019-12-31 | $316,060 |
Participant contributions at end of year | 2019-12-31 | $53,645 |
Participant contributions at beginning of year | 2019-12-31 | $3,642 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $714,871 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,343,702 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,696,160 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $25,038 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,896,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,685,656 |
Interest on participant loans | 2019-12-31 | $6,555 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $78 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,067,438 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $6,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $284,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $16,204 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $113,131 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PSK LLP |
Accountancy firm EIN | 2019-12-31 | 751486711 |