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Plan Name | D L ANDERSON & ASSOCIATES RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | D L ANDERSON & ASSOCIATES, INC |
Employer identification number (EIN): | 461562389 |
NAIC Classification: | 523900 |
Additional information about D L ANDERSON & ASSOCIATES, INC
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2012-12-12 |
Company Identification Number: | 20121685208 |
Legal Registered Office Address: |
8400 E Prentice Ave Suite 1125 Greenwood Village United States of America (USA) 80111 |
More information about D L ANDERSON & ASSOCIATES, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | ||||
001 | 2021-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | DAVID ANDERSON | |||
001 | 2016-07-01 | DAVID ANDERSON | DAVID ANDERSON | 2018-01-20 | |
001 | 2015-07-01 | DAVID ANDERSON | DAVID ANDERSON | 2017-01-27 | |
001 | 2014-07-01 | DAVID ANDERSON | DAVID ANDERSON | 2015-12-18 | |
001 | 2013-07-01 | DAVID L. ANDERSON | DAVID L. ANDERSON | 2015-01-23 |
Measure | Date | Value |
---|---|---|
2022: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 2 |
Total of all active and inactive participants | 2022-07-01 | 2 |
Total participants | 2022-07-01 | 2 |
Number of participants with account balances | 2022-07-01 | 2 |
2021: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 2 |
Total of all active and inactive participants | 2021-07-01 | 2 |
Total participants | 2021-07-01 | 2 |
Number of participants with account balances | 2021-07-01 | 2 |
2019: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 2 |
Number of participants with account balances | 2019-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 2 |
Number of participants with account balances | 2018-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 2 |
Number of participants with account balances | 2017-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 2 |
Number of participants with account balances | 2016-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 2 |
Number of participants with account balances | 2015-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 2 |
Number of participants with account balances | 2014-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 2 |
Number of participants with account balances | 2013-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-39,382 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $428,897 |
Total plan assets at beginning of year | 2022-12-31 | $468,279 |
Total contributions received or receivable from participants | 2022-12-31 | $3,190 |
Other income received | 2022-12-31 | $-45,124 |
Net income (gross income less expenses) | 2022-12-31 | $-39,382 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $428,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $468,279 |
Assets. Value of employer securities | 2022-12-31 | $343,931 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $2,552 |
Transfers to/from the plan | 2022-06-30 | $0 |
Total income from all sources | 2022-06-30 | $11,377 |
Expenses. Total of all expenses incurred | 2022-06-30 | $0 |
Total plan assets at end of year | 2022-06-30 | $468,279 |
Total plan assets at beginning of year | 2022-06-30 | $456,902 |
Total contributions received or receivable from participants | 2022-06-30 | $2,690 |
Other income received | 2022-06-30 | $-9,465 |
Net income (gross income less expenses) | 2022-06-30 | $11,377 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $468,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $456,902 |
Assets. Value of employer securities | 2022-06-30 | $377,946 |
Total contributions received or receivable from employer(s) | 2022-06-30 | $18,152 |
2020 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-06-30 | $0 |
Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $44,006 |
Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
Benefits paid (including direct rollovers) | 2020-06-30 | $0 |
Total plan assets at end of year | 2020-06-30 | $307,039 |
Total plan assets at beginning of year | 2020-06-30 | $263,033 |
Total contributions received or receivable from participants | 2020-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $34,006 |
Noncash contributions received | 2020-06-30 | $0 |
Net income (gross income less expenses) | 2020-06-30 | $44,006 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $307,039 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $263,033 |
Assets. Value of employer securities | 2020-06-30 | $263,033 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $10,000 |
Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
Value of corrective distributions | 2020-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
2019 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-06-30 | $0 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $0 |
Total income from all sources | 2019-06-30 | $17,898 |
Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
Benefits paid (including direct rollovers) | 2019-06-30 | $0 |
Total plan assets at end of year | 2019-06-30 | $263,083 |
Total plan assets at beginning of year | 2019-06-30 | $245,185 |
Total contributions received or receivable from participants | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
Other income received | 2019-06-30 | $17,898 |
Noncash contributions received | 2019-06-30 | $0 |
Net income (gross income less expenses) | 2019-06-30 | $17,898 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $263,083 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $245,185 |
Assets. Value of employer securities | 2019-06-30 | $263,083 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $0 |
2018 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources | 2018-06-30 | $8,729 |
Expenses. Total of all expenses incurred | 2018-06-30 | $55 |
Total plan assets at end of year | 2018-06-30 | $245,185 |
Total plan assets at beginning of year | 2018-06-30 | $236,511 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $55 |
Other income received | 2018-06-30 | $8,729 |
Net income (gross income less expenses) | 2018-06-30 | $8,674 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $245,185 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $236,511 |
Assets. Value of employer securities | 2018-06-30 | $222,300 |
2017 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-06-30 | $0 |
Total income from all sources | 2017-06-30 | $15,000 |
Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
Benefits paid (including direct rollovers) | 2017-06-30 | $0 |
Total plan assets at end of year | 2017-06-30 | $236,511 |
Total plan assets at beginning of year | 2017-06-30 | $221,511 |
Total contributions received or receivable from participants | 2017-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
Other income received | 2017-06-30 | $15,000 |
Noncash contributions received | 2017-06-30 | $0 |
Net income (gross income less expenses) | 2017-06-30 | $15,000 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $236,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $221,511 |
Assets. Value of employer securities | 2017-06-30 | $221,511 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
Value of corrective distributions | 2017-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
2016 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources | 2016-06-30 | $14,829 |
Expenses. Total of all expenses incurred | 2016-06-30 | $103 |
Total plan assets at end of year | 2016-06-30 | $221,511 |
Total plan assets at beginning of year | 2016-06-30 | $206,785 |
Other income received | 2016-06-30 | $4,829 |
Net income (gross income less expenses) | 2016-06-30 | $14,726 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $221,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $206,785 |
Assets. Value of employer securities | 2016-06-30 | $221,511 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $10,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $103 |
2015 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-06-30 | $28,253 |
Expenses. Total of all expenses incurred | 2015-06-30 | $32 |
Total plan assets at end of year | 2015-06-30 | $206,785 |
Total plan assets at beginning of year | 2015-06-30 | $178,564 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $6,468 |
Other income received | 2015-06-30 | $21,785 |
Net income (gross income less expenses) | 2015-06-30 | $28,221 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $206,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $178,564 |
Assets. Value of employer securities | 2015-06-30 | $200,349 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $32 |
2014 : D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources | 2014-06-30 | $23,581 |
Expenses. Total of all expenses incurred | 2014-06-30 | $3,582 |
Benefits paid (including direct rollovers) | 2014-06-30 | $3,582 |
Total plan assets at end of year | 2014-06-30 | $178,564 |
Total plan assets at beginning of year | 2014-06-30 | $158,565 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $7,858 |
Other income received | 2014-06-30 | $15,723 |
Net income (gross income less expenses) | 2014-06-30 | $19,999 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $178,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $158,565 |
Assets. Value of employer securities | 2014-06-30 | $170,500 |
2022: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2019: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | First time form 5500 has been submitted | Yes |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | First time form 5500 has been submitted | Yes |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | First time form 5500 has been submitted | Yes |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | First time form 5500 has been submitted | Yes |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |