ANDERSON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-15 | 989530 |
| Net assets as of the end of the plan year | 2024-05-15 | 0 |
| Total assets as of the beginning of the plan year | 2024-05-15 | 912699 |
| Participant contributions to plan in this plan year | 2024-05-15 | 8916 |
| Other expenses paid from plan in this plan year | 2024-05-15 | 0 |
| Other contributions to plan in this plan year | 2024-05-15 | 0 |
| Other income to plan in this plan year | 2024-05-15 | 67915 |
| Plan net income in this plan year | 2024-05-15 | -912699 |
| Net assets as of the end of the plan year | 2024-05-15 | 0 |
| Net assets as of the beginning of the plan year | 2024-05-15 | 912699 |
| Employer contributions to plan in this plan year | 2024-05-15 | 0 |
| Fees paid to broker by Benefit Provider | 2024-05-15 | 1727 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-15 | 2619 |
| 2014 : ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $88,114 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $31,767 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $26,728 |
| Total plan assets at end of year | 2014-12-31 | $824,202 |
| Total plan assets at beginning of year | 2014-12-31 | $767,855 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $29,210 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,039 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $38,216 |
| Net income (gross income less expenses) | 2014-12-31 | $56,347 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $824,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $767,855 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $20,688 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $190,101 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $64,325 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $64,275 |
| Total plan assets at end of year | 2013-12-31 | $767,855 |
| Total plan assets at beginning of year | 2013-12-31 | $642,079 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $48,250 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $124,180 |
| Net income (gross income less expenses) | 2013-12-31 | $125,776 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $767,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $642,079 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,671 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $-1 |
| Total income from all sources | 2012-12-31 | $135,133 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $10,723 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $10,673 |
| Total plan assets at end of year | 2012-12-31 | $642,079 |
| Total plan assets at beginning of year | 2012-12-31 | $517,670 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $45,221 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $73,130 |
| Net income (gross income less expenses) | 2012-12-31 | $124,410 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $642,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $517,670 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $16,782 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-64,139 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,477,850 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,477,750 |
| Total plan assets at end of year | 2011-12-31 | $517,670 |
| Total plan assets at beginning of year | 2011-12-31 | $2,059,659 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $50,570 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-182,626 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,541,989 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $517,670 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,059,659 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $67,917 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $447,977 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $238,317 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $238,267 |
| Total plan assets at end of year | 2010-12-31 | $2,059,659 |
| Total plan assets at beginning of year | 2010-12-31 | $1,849,999 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $67,266 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $261,641 |
| Net income (gross income less expenses) | 2010-12-31 | $209,660 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,059,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,849,999 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $119,070 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2014: ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ANDERSON & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
