| Plan Name | THE ANDERSON GROUP, LLC 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE ANDERSON GROUP, LLC |
| Employer identification number (EIN): | 320025874 |
| NAIC Classification: | 531310 |
Additional information about THE ANDERSON GROUP, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2002-07-22 |
| Company Identification Number: | 2792115 |
| Legal Registered Office Address: |
125 WOLF ROAD Albany ALBANY United States of America (USA) 12205 |
More information about THE ANDERSON GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | WILLARD ANDERSON | 2024-07-11 | WILLARD ANDERSON | 2024-07-11 |
| 001 | 2022-01-01 | COLLEEN J WALDRON | 2023-09-05 | COLLEEN J WALDRON | 2023-09-05 |
| 001 | 2021-01-01 | WILLARD ANDERSON | 2022-06-07 | WILLARD ANDERSON | 2022-06-07 |
| 001 | 2020-01-01 | WILLARD ANDERSON | 2021-07-19 | WILLARD ANDERSON | 2021-07-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE ANDERSON GROUP, LLC 401K PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-23 | 13225 |
| Net assets as of the end of the plan year | 2025-07-23 | 1353671 |
| Total assets as of the beginning of the plan year | 2025-07-23 | 1146280 |
| Value of plan covered by a fidelity bond | 2025-07-23 | 265000 |
| Participant contributions to plan in this plan year | 2025-07-23 | 37397 |
| Other income to plan in this plan year | 2025-07-23 | 154306 |
| Plan net income in this plan year | 2025-07-23 | 207391 |
| Net assets as of the end of the plan year | 2025-07-23 | 1353671 |
| Net assets as of the beginning of the plan year | 2025-07-23 | 1146280 |
| Employer contributions to plan in this plan year | 2025-07-23 | 28913 |
| Fees paid to broker by Benefit Provider | 2025-07-23 | 3762 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-23 | 225 |
| 2024 : THE ANDERSON GROUP, LLC 401K PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-11 | 19425 |
| Net assets as of the end of the plan year | 2024-07-11 | 1146280 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 953577 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 265000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 35974 |
| Value of participant loans at end of plan year | 2024-07-11 | 2956 |
| Other income to plan in this plan year | 2024-07-11 | 148396 |
| Plan net income in this plan year | 2024-07-11 | 192703 |
| Net assets as of the end of the plan year | 2024-07-11 | 1146280 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 953577 |
| Employer contributions to plan in this plan year | 2024-07-11 | 27758 |
| Fees paid to broker by Benefit Provider | 2024-07-11 | 3067 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 175 |
| 2022 : THE ANDERSON GROUP, LLC 401K PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-07 | 175 |
| Net assets as of the end of the plan year | 2022-06-07 | 1042634 |
| Total assets as of the beginning of the plan year | 2022-06-07 | 862783 |
| Value of plan covered by a fidelity bond | 2022-06-07 | 265000 |
| Participant contributions to plan in this plan year | 2022-06-07 | 35859 |
| Value of participant loans at end of plan year | 2022-06-07 | 8027 |
| Other income to plan in this plan year | 2022-06-07 | 117535 |
| Plan net income in this plan year | 2022-06-07 | 179851 |
| Net assets as of the end of the plan year | 2022-06-07 | 1042634 |
| Net assets as of the beginning of the plan year | 2022-06-07 | 862783 |
| Employer contributions to plan in this plan year | 2022-06-07 | 26632 |
| Fees paid to broker by Benefit Provider | 2022-06-07 | 2815 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-07 | 175 |