Anchor Investments LLC
Plan context: Anchor Investments 401(K) Profit Sharing Plan
EIN 46-3249914 • Southlake, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
33
2025 Assets
$2,152,852
2025 Contributions
$252,098
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 33 | $2,152,852 | $252,098 | $7,639iApproximate average salary by contribution assumption: employee only about $190,983 at 4% or $127,322 at 6%; with 50% employer match about $127,322 at 4% or $84,881 at 6%; with 100% employer match about $95,492 at 4% or $63,661 at 6%. |
| Anchor Investments 401(K) Profit Sharing Plan | - | 33 | $2,152,852 | $252,098 | $7,639iApproximate average salary by contribution assumption: employee only about $190,983 at 4% or $127,322 at 6%; with 50% employer match about $127,322 at 4% or $84,881 at 6%; with 100% employer match about $95,492 at 4% or $63,661 at 6%. |
| 2024 | 1 | 28 | $1,756,164 | $359,452 | $12,838iApproximate average salary by contribution assumption: employee only about $320,939 at 4% or $213,960 at 6%; with 50% employer match about $213,960 at 4% or $142,640 at 6%; with 100% employer match about $160,470 at 4% or $106,980 at 6%. |
| Anchor Investments 401(K) Profit Sharing Plan | - | 28 | $1,756,164 | $359,452 | $12,838iApproximate average salary by contribution assumption: employee only about $320,939 at 4% or $213,960 at 6%; with 50% employer match about $213,960 at 4% or $142,640 at 6%; with 100% employer match about $160,470 at 4% or $106,980 at 6%. |
| 2023 | 1 | 22 | $2,121,488 | $97,831 | $4,447iApproximate average salary by contribution assumption: employee only about $111,172 at 4% or $74,114 at 6%; with 50% employer match about $74,114 at 4% or $49,410 at 6%; with 100% employer match about $55,586 at 4% or $37,057 at 6%. |
| Anchor Investments 401(K) Profit Sharing Plan | - | 22 | $2,121,488 | $97,831 | $4,447iApproximate average salary by contribution assumption: employee only about $111,172 at 4% or $74,114 at 6%; with 50% employer match about $74,114 at 4% or $49,410 at 6%; with 100% employer match about $55,586 at 4% or $37,057 at 6%. |
| 2022 | 1 | 22 | $1,853,282 | $74,494 | $3,386iApproximate average salary by contribution assumption: employee only about $84,652 at 4% or $56,435 at 6%; with 50% employer match about $56,435 at 4% or $37,623 at 6%; with 100% employer match about $42,326 at 4% or $28,217 at 6%. |
| Anchor Investments 401(K) Profit Sharing Plan | - | 22 | $1,853,282 | $74,494 | $3,386iApproximate average salary by contribution assumption: employee only about $84,652 at 4% or $56,435 at 6%; with 50% employer match about $56,435 at 4% or $37,623 at 6%; with 100% employer match about $42,326 at 4% or $28,217 at 6%. |
| 2021 | 1 | 27 | $2,535,598 | $114,850 | $4,254iApproximate average salary by contribution assumption: employee only about $106,343 at 4% or $70,895 at 6%; with 50% employer match about $70,895 at 4% or $47,263 at 6%; with 100% employer match about $53,171 at 4% or $35,448 at 6%. |
| Anchor Investments 401(K) Profit Sharing Plan | - | 27 | $2,535,598 | $114,850 | $4,254iApproximate average salary by contribution assumption: employee only about $106,343 at 4% or $70,895 at 6%; with 50% employer match about $70,895 at 4% or $47,263 at 6%; with 100% employer match about $53,171 at 4% or $35,448 at 6%. |