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ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameANDERSON COMPANIES PROFIT SHARING 401(K) PLAN
Plan identification number 001

ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ANDERSON MANAGEMENT SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:ANDERSON MANAGEMENT SERVICES, INC
Employer identification number (EIN):621849640
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about ANDERSON MANAGEMENT SERVICES, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 594932

More information about ANDERSON MANAGEMENT SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID THOMPSON2023-05-26
0012021-01-01DAVID THOMPSON2022-07-19
0012020-01-01DAVID THOMPSON2021-07-13
0012018-01-01DAVID THOMPSON2019-05-16
0012017-01-01
0012016-01-01
0012015-01-01DAVID THOMPSON
0012014-01-01DAVID THOMPSON
0012013-01-01DAVID THOMPSON
0012012-01-01DAVID THOMPSON
0012011-01-01DAVID THOMPSON
0012010-01-01DAVID THOMPSON

Plan Statistics for ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2017: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-0169
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0188
Total participants2017-01-0188
Number of participants with account balances2017-01-0170
2016: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01123
Total number of active participants reported on line 7a of the Form 55002016-01-0178
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01100
Total participants2016-01-01100
Number of participants with account balances2016-01-0180
2015: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01123
Total participants2015-01-01123
Number of participants with account balances2015-01-01100
2014: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01476
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01121
Number of participants with account balances2014-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01532
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-01370
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01476
Number of participants with account balances2013-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01633
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-01414
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01532
Number of participants with account balances2012-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01962
Total number of active participants reported on line 7a of the Form 55002011-01-01633
Total of all active and inactive participants2011-01-01633
Total participants2011-01-01633
2010: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,252
Total number of active participants reported on line 7a of the Form 55002010-01-01962
Total of all active and inactive participants2010-01-01962
Total participants2010-01-01962

Financial Data on ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2017 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$3,586
Total income from all sources (including contributions)2017-12-31$1,479,004
Total of all expenses incurred2017-12-31$1,278,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,273,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$296,266
Value of total assets at end of year2017-12-31$8,444,942
Value of total assets at beginning of year2017-12-31$8,248,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,697
Total interest from all sources2017-12-31$4,838
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$279,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$279,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$204,913
Participant contributions at end of year2017-12-31$98,394
Participant contributions at beginning of year2017-12-31$133,112
Participant contributions at beginning of year2017-12-31$3,474
Administrative expenses (other) incurred2017-12-31$5,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$200,030
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,444,942
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,248,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,255,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,023,657
Interest on participant loans2017-12-31$4,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$898,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$91,353
Employer contributions (assets) at end of year2017-12-31$91,353
Employer contributions (assets) at beginning of year2017-12-31$88,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,273,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PUGH & COMPANY, PC
Accountancy firm EIN2017-12-31621142155
2016 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$750,264
Total income from all sources (including contributions)2016-12-31$735,709
Total of all expenses incurred2016-12-31$1,527,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,513,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$288,958
Value of total assets at end of year2016-12-31$8,248,498
Value of total assets at beginning of year2016-12-31$9,790,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,511
Total interest from all sources2016-12-31$4,421
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$167,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$167,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$205,374
Participant contributions at end of year2016-12-31$133,112
Participant contributions at beginning of year2016-12-31$100,335
Participant contributions at end of year2016-12-31$3,474
Participant contributions at beginning of year2016-12-31$3,184
Administrative expenses (other) incurred2016-12-31$14,511
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$11,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-792,149
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,248,498
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,790,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,023,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,569,956
Interest on participant loans2016-12-31$4,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$275,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$83,584
Employer contributions (assets) at end of year2016-12-31$88,255
Employer contributions (assets) at beginning of year2016-12-31$105,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,513,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PUGH & COMPANY, PC
Accountancy firm EIN2016-12-31621142155
2015 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,771
Total income from all sources (including contributions)2015-12-31$282,672
Total of all expenses incurred2015-12-31$1,274,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,258,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$343,543
Value of total assets at end of year2015-12-31$9,790,911
Value of total assets at beginning of year2015-12-31$10,802,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,270
Total interest from all sources2015-12-31$4,242
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$313,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$313,021
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$237,637
Participant contributions at end of year2015-12-31$100,335
Participant contributions at beginning of year2015-12-31$113,509
Participant contributions at end of year2015-12-31$3,184
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$19,771
Administrative expenses (other) incurred2015-12-31$16,270
Total non interest bearing cash at end of year2015-12-31$11,530
Total non interest bearing cash at beginning of year2015-12-31$19,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-991,889
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,790,911
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,782,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,569,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,562,265
Interest on participant loans2015-12-31$4,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-378,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$105,906
Employer contributions (assets) at end of year2015-12-31$105,906
Employer contributions (assets) at beginning of year2015-12-31$107,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,258,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PUGH & COMPANY, PC
Accountancy firm EIN2015-12-31621142155
2014 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,846
Total income from all sources (including contributions)2014-12-31$1,284,507
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,589,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,568,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$330,118
Value of total assets at end of year2014-12-31$10,802,571
Value of total assets at beginning of year2014-12-31$20,096,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,092
Total interest from all sources2014-12-31$4,776
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$453,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$453,471
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$243,678
Participant contributions at end of year2014-12-31$113,509
Participant contributions at beginning of year2014-12-31$118,415
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$19,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,846
Administrative expenses (other) incurred2014-12-31$21,092
Total non interest bearing cash at end of year2014-12-31$19,676
Total non interest bearing cash at beginning of year2014-12-31$57,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-9,305,376
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,782,800
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,088,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,562,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,815,234
Interest on participant loans2014-12-31$4,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$496,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$74,335
Employer contributions (assets) at end of year2014-12-31$107,121
Employer contributions (assets) at beginning of year2014-12-31$104,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,568,791
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HABIF, AROGETI & WYNNE LLP
Accountancy firm EIN2014-12-31571157523
2013 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,126
Total income from all sources (including contributions)2013-12-31$3,432,314
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,223,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,196,278
Value of total corrective distributions2013-12-31$7,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$359,660
Value of total assets at end of year2013-12-31$20,096,022
Value of total assets at beginning of year2013-12-31$17,885,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,822
Total interest from all sources2013-12-31$3,262
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$366,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$366,130
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$254,837
Participant contributions at end of year2013-12-31$118,415
Participant contributions at beginning of year2013-12-31$84,965
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$4,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,126
Administrative expenses (other) incurred2013-12-31$19,822
Total non interest bearing cash at end of year2013-12-31$57,550
Total non interest bearing cash at beginning of year2013-12-31$30,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,208,368
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,088,176
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,879,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,815,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,672,370
Interest on participant loans2013-12-31$3,262
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,703,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31Yes
Contributions received in cash from employer2013-12-31$104,823
Employer contributions (assets) at end of year2013-12-31$104,823
Employer contributions (assets) at beginning of year2013-12-31$93,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,196,278
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HABIF, AROGETI & WYNNE LLP
Accountancy firm EIN2013-12-31571157523
2012 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,044,138
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,367,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,340,873
Value of total corrective distributions2012-12-31$6,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$323,784
Value of total assets at end of year2012-12-31$17,885,934
Value of total assets at beginning of year2012-12-31$18,202,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,042
Total interest from all sources2012-12-31$3,642
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$247,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$229,870
Participant contributions at end of year2012-12-31$84,965
Participant contributions at beginning of year2012-12-31$108,794
Participant contributions at end of year2012-12-31$4,299
Participant contributions at beginning of year2012-12-31$3,209
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$20,042
Total non interest bearing cash at end of year2012-12-31$30,386
Total non interest bearing cash at beginning of year2012-12-31$35,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-322,903
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,879,808
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,202,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,672,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,965,472
Interest on participant loans2012-12-31$3,642
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,469,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31Yes
Contributions received in cash from employer2012-12-31$93,914
Employer contributions (assets) at end of year2012-12-31$93,914
Employer contributions (assets) at beginning of year2012-12-31$90,152
Income. Dividends from preferred stock2012-12-31$247,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,340,873
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HABIF, AROGETI & WYNNE LLP
Accountancy firm EIN2012-12-31582487348
2011 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$263,233
Total loss/gain on sale of assets2011-12-31$65,382
Total of all expenses incurred2011-12-31$3,544,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,525,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$321,588
Value of total assets at end of year2011-12-31$18,202,711
Value of total assets at beginning of year2011-12-31$21,484,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,038
Total interest from all sources2011-12-31$5,043
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$276,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$276,443
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$231,436
Participant contributions at end of year2011-12-31$108,794
Participant contributions at beginning of year2011-12-31$106,437
Participant contributions at end of year2011-12-31$3,209
Administrative expenses (other) incurred2011-12-31$19,038
Total non interest bearing cash at end of year2011-12-31$35,084
Total non interest bearing cash at beginning of year2011-12-31$48,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,281,695
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,202,711
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,484,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,965,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,237,555
Interest on participant loans2011-12-31$5,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-405,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$90,152
Employer contributions (assets) at end of year2011-12-31$90,152
Employer contributions (assets) at beginning of year2011-12-31$91,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,525,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$4,879,188
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,813,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LATTIMORE BLACK MORGAN & CAIN PC
Accountancy firm EIN2011-12-31621199757
2010 : ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,302,125
Total loss/gain on sale of assets2010-12-31$56,631
Total of all expenses incurred2010-12-31$2,780,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,769,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$345,334
Value of total assets at end of year2010-12-31$21,484,406
Value of total assets at beginning of year2010-12-31$21,962,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,829
Total interest from all sources2010-12-31$5,374
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$277,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$253,436
Participant contributions at end of year2010-12-31$106,437
Participant contributions at beginning of year2010-12-31$140,604
Administrative expenses (other) incurred2010-12-31$10,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-478,046
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,484,406
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,962,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,286,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,735,984
Income. Interest from loans (other than to participants)2010-12-31$5,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,617,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$91,898
Employer contributions (assets) at end of year2010-12-31$91,899
Employer contributions (assets) at beginning of year2010-12-31$85,864
Income. Dividends from common stock2010-12-31$277,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,769,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$9,880,676
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,824,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LATTIMORE BLACK MORGAN & CAIN PC
Accountancy firm EIN2010-12-31621199757

Form 5500 Responses for ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN

2017: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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