401k Plan data: THE ANDERSON GROUP 401(K) PLAN plan

THE ANDERSON GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE ANDERSON GROUP 401(K) PLAN
Plan identification number	002

THE ANDERSON GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANDERSON ADVERTISING DBA THE ANDERSON GROUP has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON ADVERTISING DBA THE ANDERSON GROUP

Employer identification number (EIN): 232468118

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ANDERSON GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2025-01-01 SUSAN DIANE MCCONNELL
002 2024-01-01 SUSAN DIANE MCCONNELL
002 2023-01-01
002 2023-01-01 SUSAN DIANE MCCONNELL
002 2022-01-01
002 2022-01-01 DIANE MCCONNELL
002 2021-01-01
002 2021-01-01 SUSAN DIANE MCCONNELL
002 2020-01-01
002 2019-01-01
002 2018-01-01 SUSAN DIANE MCCONNELL SUSAN DIANE MCCONNELL 2019-04-08
002 2017-01-01 LINDA M. ANDERSON LINDA M. ANDERSON 2018-07-12

Plan Statistics for THE ANDERSON GROUP 401(K) PLAN

401k plan membership statisitcs for THE ANDERSON GROUP 401(K) PLAN

Measure Date Value
2023: THE ANDERSON GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 10
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE ANDERSON GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE ANDERSON GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE ANDERSON GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE ANDERSON GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE ANDERSON GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE ANDERSON GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: THE ANDERSON GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	10
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE ANDERSON GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE ANDERSON GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE ANDERSON GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE ANDERSON GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE ANDERSON GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE ANDERSON GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE ANDERSON GROUP 401(K) PLAN

Measure	Date	Value
2023 : THE ANDERSON GROUP 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$1,036
Total income from all sources	2023-12-31	$155,193
Expenses. Total of all expenses incurred	2023-12-31	$590,107
Benefits paid (including direct rollovers)	2023-12-31	$582,627
Total plan assets at end of year	2023-12-31	$656,769
Total plan assets at beginning of year	2023-12-31	$1,090,647
Value of fidelity bond covering the plan	2023-12-31	$100,000
Total contributions received or receivable from participants	2023-12-31	$35,472
Other income received	2023-12-31	$119,721
Net income (gross income less expenses)	2023-12-31	$-434,914
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$655,733
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,090,647
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$7,480
2022 : THE ANDERSON GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-149,684
Expenses. Total of all expenses incurred	2022-12-31	$83,127
Benefits paid (including direct rollovers)	2022-12-31	$75,069
Total plan assets at end of year	2022-12-31	$1,090,647
Total plan assets at beginning of year	2022-12-31	$1,323,458
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$41,694
Other income received	2022-12-31	$-191,378
Net income (gross income less expenses)	2022-12-31	$-232,811
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,090,647
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,323,458
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$1,500
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,058
2021 : THE ANDERSON GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$194,201
Expenses. Total of all expenses incurred	2021-12-31	$38,376
Benefits paid (including direct rollovers)	2021-12-31	$30,251
Total plan assets at end of year	2021-12-31	$1,323,458
Total plan assets at beginning of year	2021-12-31	$1,167,633
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$41,753
Other income received	2021-12-31	$152,448
Net income (gross income less expenses)	2021-12-31	$155,825
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,323,458
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,167,633
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$1,500
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,125
2020 : THE ANDERSON GROUP 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$1,523
Total income from all sources	2020-12-31	$164,759
Expenses. Total of all expenses incurred	2020-12-31	$11,005
Benefits paid (including direct rollovers)	2020-12-31	$5,895
Total plan assets at end of year	2020-12-31	$1,167,633
Total plan assets at beginning of year	2020-12-31	$1,015,402
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$44,371
Other income received	2020-12-31	$120,388
Net income (gross income less expenses)	2020-12-31	$153,754
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,167,633
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,013,879
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,110
2019 : THE ANDERSON GROUP 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,523
Total income from all sources	2019-12-31	$239,226
Expenses. Total of all expenses incurred	2019-12-31	$345,420
Benefits paid (including direct rollovers)	2019-12-31	$336,014
Total plan assets at end of year	2019-12-31	$1,015,402
Total plan assets at beginning of year	2019-12-31	$1,120,073
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$62,434
Other income received	2019-12-31	$176,792
Net income (gross income less expenses)	2019-12-31	$-106,194
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,013,879
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,120,073
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$9,406
2018 : THE ANDERSON GROUP 401(K) PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$1,292
Total income from all sources	2018-12-31	$255,539
Expenses. Total of all expenses incurred	2018-12-31	$4,879
Benefits paid (including direct rollovers)	2018-12-31	$278
Total plan assets at end of year	2018-12-31	$1,120,073
Total plan assets at beginning of year	2018-12-31	$870,705
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$87,905
Contributions received from other sources (not participants or employers)	2018-12-31	$218,009
Other income received	2018-12-31	$-50,375
Net income (gross income less expenses)	2018-12-31	$250,660
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,120,073
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$869,413
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,601
2017 : THE ANDERSON GROUP 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,292
Total income from all sources	2017-12-31	$920,076
Expenses. Total of all expenses incurred	2017-12-31	$50,663
Benefits paid (including direct rollovers)	2017-12-31	$47,213
Total plan assets at end of year	2017-12-31	$870,705
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$77,695
Contributions received from other sources (not participants or employers)	2017-12-31	$788,423
Other income received	2017-12-31	$53,958
Net income (gross income less expenses)	2017-12-31	$869,413
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$869,413
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,450

Form 5500 Responses for THE ANDERSON GROUP 401(K) PLAN

2023: THE ANDERSON GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE ANDERSON GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE ANDERSON GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE ANDERSON GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE ANDERSON GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE ANDERSON GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE ANDERSON GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANDERSON ADVERTISING DBA THE ANDERSON GROUP
Employer identification number (EIN):	232468118
NAIC Classification:	541800

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2025-01-01	SUSAN DIANE MCCONNELL
002	2024-01-01	SUSAN DIANE MCCONNELL
002	2023-01-01
002	2023-01-01	SUSAN DIANE MCCONNELL
002	2022-01-01
002	2022-01-01	DIANE MCCONNELL
002	2021-01-01
002	2021-01-01	SUSAN DIANE MCCONNELL
002	2020-01-01
002	2019-01-01
002	2018-01-01	SUSAN DIANE MCCONNELL	SUSAN DIANE MCCONNELL	2019-04-08
002	2017-01-01	LINDA M. ANDERSON	LINDA M. ANDERSON	2018-07-12