401k Plan data: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST plan

ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ANDERSON AND CO PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ANDERSON AND CO PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 AND CO. has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON AND CO.

Employer identification number (EIN): 341455741

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON AND CO PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM PARRY
001 2016-01-01 WILLIAM C. PARRY
001 2016-01-01 WILLIAM C. PARRY
001 2015-01-01 WILLIAM C. PARRY
001 2014-01-01 WILLIAM C. PARRY
001 2013-01-01 WILLIAM C. PARRY
001 2012-01-01 WILLIAM C PARRY
001 2011-01-01 WILLIAM PARRY 2012-10-01
001 2010-01-01 WILLIAM PARRY 2011-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM PARRY
001	2016-01-01	WILLIAM C. PARRY
001	2016-01-01	WILLIAM C. PARRY
001	2015-01-01	WILLIAM C. PARRY
001	2014-01-01	WILLIAM C. PARRY
001	2013-01-01	WILLIAM C. PARRY
001	2012-01-01	WILLIAM C PARRY
001	2011-01-01	WILLIAM PARRY	2012-10-01
001	2010-01-01	WILLIAM PARRY	2011-09-22

Plan Statistics for ANDERSON AND CO PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ANDERSON AND CO PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ANDERSON AND CO PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2019 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$490,261
Expenses. Total of all expenses incurred	2019-12-31	$3,631,938
Benefits paid (including direct rollovers)	2019-12-31	$3,625,420
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$3,141,677
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$490,261
Net income (gross income less expenses)	2019-12-31	$-3,141,677
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,141,677
Assets. Value of participant loans	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,518
2018 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-105,221
Expenses. Total of all expenses incurred	2018-12-31	$362,286
Benefits paid (including direct rollovers)	2018-12-31	$270,919
Total plan assets at end of year	2018-12-31	$3,141,677
Total plan assets at beginning of year	2018-12-31	$3,609,184
Value of fidelity bond covering the plan	2018-12-31	$270,000
Total contributions received or receivable from participants	2018-12-31	$3,216
Other income received	2018-12-31	$-111,359
Net income (gross income less expenses)	2018-12-31	$-467,507
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,141,677
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,609,184
Assets. Value of participant loans	2018-12-31	$33,738
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$227,819
Total contributions received or receivable from employer(s)	2018-12-31	$2,922
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$91,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$622,702
Expenses. Total of all expenses incurred	2017-12-31	$121,765
Benefits paid (including direct rollovers)	2017-12-31	$110,715
Total plan assets at end of year	2017-12-31	$3,609,184
Total plan assets at beginning of year	2017-12-31	$3,108,247
Value of fidelity bond covering the plan	2017-12-31	$270,000
Total contributions received or receivable from participants	2017-12-31	$26,401
Other income received	2017-12-31	$580,947
Net income (gross income less expenses)	2017-12-31	$500,937
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,609,184
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,108,247
Assets. Value of participant loans	2017-12-31	$34,311
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$141,788
Total contributions received or receivable from employer(s)	2017-12-31	$15,354
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$1,397
Total income from all sources	2016-12-31	$335,635
Expenses. Total of all expenses incurred	2016-12-31	$72,793
Benefits paid (including direct rollovers)	2016-12-31	$1,126
Total plan assets at end of year	2016-12-31	$3,108,247
Total plan assets at beginning of year	2016-12-31	$2,846,802
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$26,107
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$291,853
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$262,842
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,108,247
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,845,405
Assets. Value of participant loans	2016-12-31	$35,899
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$195,655
Total contributions received or receivable from employer(s)	2016-12-31	$17,675
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$71,667
2015 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$1,397
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$105,738
Expenses. Total of all expenses incurred	2015-12-31	$94,147
Benefits paid (including direct rollovers)	2015-12-31	$29,353
Total plan assets at end of year	2015-12-31	$2,846,802
Total plan assets at beginning of year	2015-12-31	$2,833,814
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$30,774
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$57,228
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$11,591
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,845,405
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,833,814
Assets. Value of participant loans	2015-12-31	$37,365
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$152,160
Total contributions received or receivable from employer(s)	2015-12-31	$17,736
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$64,794
2014 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$316,950
Expenses. Total of all expenses incurred	2014-12-31	$194,814
Benefits paid (including direct rollovers)	2014-12-31	$156,340
Total plan assets at end of year	2014-12-31	$2,833,814
Total plan assets at beginning of year	2014-12-31	$2,711,678
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$29,540
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$267,987
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$122,136
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,833,814
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,711,678
Assets. Value of participant loans	2014-12-31	$38,719
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$131,296
Total contributions received or receivable from employer(s)	2014-12-31	$19,423
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$38,474
2013 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$433,858
Expenses. Total of all expenses incurred	2013-12-31	$8,233
Benefits paid (including direct rollovers)	2013-12-31	$340
Total plan assets at end of year	2013-12-31	$2,711,678
Total plan assets at beginning of year	2013-12-31	$2,286,053
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$19,469
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$397,397
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$425,625
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,711,678
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,286,053
Assets. Value of participant loans	2013-12-31	$39,969
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$191,889
Total contributions received or receivable from employer(s)	2013-12-31	$16,992
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,893
2012 : ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,130,161
Expenses. Total of all expenses incurred	2012-12-31	$178,199
Benefits paid (including direct rollovers)	2012-12-31	$170,417
Total plan assets at end of year	2012-12-31	$2,286,053
Total plan assets at beginning of year	2012-12-31	$1,334,091
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$4,534
Contributions received from other sources (not participants or employers)	2012-12-31	$863,098
Other income received	2012-12-31	$224,105
Net income (gross income less expenses)	2012-12-31	$951,962
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,286,053
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,334,091
Assets. Value of participant loans	2012-12-31	$41,124
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$166,471
Total contributions received or receivable from employer(s)	2012-12-31	$38,424
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,782

Form 5500 Responses for ANDERSON AND CO PROFIT SHARING PLAN AND TRUST

2019: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 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	Yes
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: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 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: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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
2016: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANDERSON AND CO PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANDERSON AND CO.
Employer identification number (EIN):	341455741
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers