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THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameTHE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST
Plan identification number 002

THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J. EMIL ANDERSON & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:J. EMIL ANDERSON & SON, INC.
Employer identification number (EIN):362023258
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARIA MARTINEZ2024-06-06
0022022-01-01MARIA MARTINEZ2023-06-15
0022021-01-01MARIA MARTINEZ2022-06-15
0022020-01-01MARIA MARTINEZ2021-06-21
0022019-01-01MARIA MARTINEZ2020-07-14
0022018-01-01MARIA MARTINEZ2019-06-13
0022017-01-01TERRENCE BLAKE2018-07-02
0022016-01-01TERRENCE BLAKE2017-06-27
0022015-01-01TERRENCE BLAKE2016-05-24
0022014-01-01TERRENCE BLAKE2015-06-26
0022013-01-01TERRENCE BLAKE2014-07-15
0022012-01-01TERRENCE BLAKE2013-06-12
0022011-01-01TERRENCE BLAKE2012-06-06
0022010-01-01TERRENCE BLAKE2011-06-27
0022009-01-01TERRENCE BLAKE

Plan Statistics for THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST

401k plan membership statisitcs for THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2025: THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-1018
Total number of particpants at end of year2025-06-1016
Number of Participants With Account Balances2025-06-1014
2024: THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-0619
Total number of particpants at end of year2024-06-0618
Number of Participants With Account Balances2024-06-0616
2009: THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0173
Total number of active participants reported on line 7a of the Form 55002009-01-0166
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0173
Number of participants with account balances2009-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2025 : THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-10258039
Net assets as of the end of the plan year2025-06-103901688
Total assets as of the beginning of the plan year2025-06-103531111
Value of plan covered by a fidelity bond2025-06-10354000
Participant contributions to plan in this plan year2025-06-10139052
Value of participant loans at end of plan year2025-06-100
Other income to plan in this plan year2025-06-10489564
Plan net income in this plan year2025-06-10370577
Net assets as of the end of the plan year2025-06-103901688
Net assets as of the beginning of the plan year2025-06-103531111
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1010565
2024 : THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-06131239
Net assets as of the end of the plan year2024-06-063531111
Total assets as of the beginning of the plan year2024-06-062967680
Value of plan covered by a fidelity bond2024-06-06297000
Participant contributions to plan in this plan year2024-06-06117940
Value of participant loans at end of plan year2024-06-062085
Other income to plan in this plan year2024-06-06576730
Plan net income in this plan year2024-06-06563431
Net assets as of the end of the plan year2024-06-063531111
Net assets as of the beginning of the plan year2024-06-062967680
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-069576
2009 : THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST

2009: THE J. EMIL ANDERSON & SON, INC. 401(K) RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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