| Plan Name | THE ANDERSON GROUP, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE ANDERSON GROUP, LLC |
| Employer identification number (EIN): | 320028574 |
| 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 | 2019-01-01 | WILLARD ANDERSON | 2020-06-23 | WILLARD ANDERSON | 2020-06-23 |
| 001 | 2018-01-01 | WILLARD ANDERSON | 2019-10-14 | WILLARD ANDERSON | 2019-10-14 |
| 001 | 2017-01-01 | WILLARD ANDERSON | 2018-06-25 | WILLARD ANDERSON | 2018-06-25 |
| 001 | 2016-01-01 | WILLARD ANDERSON | 2017-07-13 | ||
| 001 | 2015-01-01 | WILLARD ANDERSON | WILLARD ANDERSON | 2016-07-12 | |
| 001 | 2014-01-01 | WILLARD ANDERSON | |||
| 001 | 2013-01-01 | WILLARD A ANDERSON | WILLARD A ANDERSON | 2014-06-27 | |
| 001 | 2012-01-01 | WILLARD ANDERSON | |||
| 001 | 2011-01-01 | COLLEEN WALDRON | WILLARD A. ANDERSON | 2012-06-19 | |
| 001 | 2010-01-01 | WILLARD ANDERSON | |||
| 001 | 2009-01-01 | WILLARD ANDERSON |
| Measure | Date | Value |
|---|---|---|
| 2015 : THE ANDERSON GROUP, LLC 401(K) PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $37,361 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,162 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $4,912 |
| Total plan assets at end of year | 2015-12-31 | $654,791 |
| Total plan assets at beginning of year | 2015-12-31 | $622,592 |
| Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $26,900 |
| Other income received | 2015-12-31 | $-14,130 |
| Net income (gross income less expenses) | 2015-12-31 | $32,199 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $654,791 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $622,592 |
| Assets. Value of participant loans | 2015-12-31 | $40,443 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $24,591 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $250 |
| 2014 : THE ANDERSON GROUP, LLC 401(K) PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $86,430 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $18,365 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $18,065 |
| Total plan assets at end of year | 2014-12-31 | $622,592 |
| Total plan assets at beginning of year | 2014-12-31 | $554,527 |
| Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $26,443 |
| Other income received | 2014-12-31 | $34,730 |
| Net income (gross income less expenses) | 2014-12-31 | $68,065 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $622,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $554,527 |
| Assets. Value of participant loans | 2014-12-31 | $26,341 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,257 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $300 |
| 2013 : THE ANDERSON GROUP, LLC 401(K) PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $138,033 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $35,157 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $34,757 |
| Total plan assets at end of year | 2013-12-31 | $554,527 |
| Total plan assets at beginning of year | 2013-12-31 | $451,651 |
| Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $28,546 |
| Other income received | 2013-12-31 | $81,949 |
| Net income (gross income less expenses) | 2013-12-31 | $102,876 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $554,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $451,651 |
| Assets. Value of participant loans | 2013-12-31 | $39,691 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $27,538 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $400 |
| 2012 : THE ANDERSON GROUP, LLC 401(K) PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $102,210 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $139,040 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $138,740 |
| Total plan assets at end of year | 2012-12-31 | $451,651 |
| Total plan assets at beginning of year | 2012-12-31 | $488,481 |
| Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $26,260 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $50,683 |
| Net income (gross income less expenses) | 2012-12-31 | $-36,830 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $451,651 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $488,481 |
| Assets. Value of participant loans | 2012-12-31 | $32,478 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,267 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $300 |
| 2011 : THE ANDERSON GROUP, LLC 401(K) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $32,849 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $35,472 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $35,172 |
| Total plan assets at end of year | 2011-12-31 | $488,481 |
| Total plan assets at beginning of year | 2011-12-31 | $491,104 |
| Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $27,046 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-19,737 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,623 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $488,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $491,104 |
| Assets. Value of participant loans | 2011-12-31 | $40,459 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,540 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $300 |
| 2010 : THE ANDERSON GROUP, LLC 401(K) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $106,099 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $903 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $703 |
| Total plan assets at end of year | 2010-12-31 | $491,104 |
| Total plan assets at beginning of year | 2010-12-31 | $385,908 |
| Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $28,910 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $54,255 |
| Net income (gross income less expenses) | 2010-12-31 | $105,196 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $491,104 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $385,908 |
| Assets. Value of participant loans | 2010-12-31 | $49,174 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $22,934 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
| 2009 : THE ANDERSON GROUP, LLC 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |