ANCHOR TRUST MANAGEMENT, LLC.
Plan context: ANCHOR TRUST MANAGEMENT, LLC 401(K) PLAN
EIN 85-0843447 • Tampa, FL • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$435,201
2025 Contributions
$94,446
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 | 3 | $435,201 | $94,446 | $31,482iApproximate average salary by contribution assumption: employee only about $787,050 at 4% or $524,700 at 6%; with 50% employer match about $524,700 at 4% or $349,800 at 6%; with 100% employer match about $393,525 at 4% or $262,350 at 6%. |
| ANCHOR TRUST MANAGEMENT, LLC 401(K) PLAN | - | 3 | $435,201 | $94,446 | $31,482iApproximate average salary by contribution assumption: employee only about $787,050 at 4% or $524,700 at 6%; with 50% employer match about $524,700 at 4% or $349,800 at 6%; with 100% employer match about $393,525 at 4% or $262,350 at 6%. |
| 2024 | 1 | 3 | $299,174 | $45,932 | $15,311iApproximate average salary by contribution assumption: employee only about $382,767 at 4% or $255,178 at 6%; with 50% employer match about $255,178 at 4% or $170,119 at 6%; with 100% employer match about $191,383 at 4% or $127,589 at 6%. |
| ANCHOR TRUST MANAGEMENT, LLC 401(K) PLAN | - | 3 | $299,174 | $45,932 | $15,311iApproximate average salary by contribution assumption: employee only about $382,767 at 4% or $255,178 at 6%; with 50% employer match about $255,178 at 4% or $170,119 at 6%; with 100% employer match about $191,383 at 4% or $127,589 at 6%. |
| 2023 | 1 | 2 | $224,264 | $66,550 | $33,275iApproximate average salary by contribution assumption: employee only about $831,875 at 4% or $554,583 at 6%; with 50% employer match about $554,583 at 4% or $369,722 at 6%; with 100% employer match about $415,938 at 4% or $277,292 at 6%. |
| ANCHOR TRUST MANAGEMENT 401(K) PLAN | - | 2 | $224,264 | $66,550 | $33,275iApproximate average salary by contribution assumption: employee only about $831,875 at 4% or $554,583 at 6%; with 50% employer match about $554,583 at 4% or $369,722 at 6%; with 100% employer match about $415,938 at 4% or $277,292 at 6%. |
| 2022 | 1 | 2 | $134,362 | $70,402 | $35,201iApproximate average salary by contribution assumption: employee only about $880,025 at 4% or $586,683 at 6%; with 50% employer match about $586,683 at 4% or $391,122 at 6%; with 100% employer match about $440,013 at 4% or $293,342 at 6%. |
| ANCHOR TRUST MANAGEMENT 401(K) PLAN | - | 2 | $134,362 | $70,402 | $35,201iApproximate average salary by contribution assumption: employee only about $880,025 at 4% or $586,683 at 6%; with 50% employer match about $586,683 at 4% or $391,122 at 6%; with 100% employer match about $440,013 at 4% or $293,342 at 6%. |