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A & H PLLC 401(K) PLAN 401k Plan overview

Plan NameA & H PLLC 401(K) PLAN
Plan identification number 001

A & H PLLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 & HEARD, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:ANDERSON & HEARD, P.L.L.C.
Employer identification number (EIN):810545352
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & H PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01ERIC K. ANDERSON2023-04-17
0012021-01-01ERIC K. ANDERSON2022-02-18
0012020-01-01ERIC K. ANDERSON2021-05-11
0012019-01-01ERIC K. ANDERSON2020-04-20
0012018-01-01ERIC K. ANDERSON2019-04-30
0012017-01-01ERIC K. ANDERSON2018-03-27
0012016-01-01ERIC K. ANDERSON2017-07-26
0012015-01-01ERIC K. ANDERSON2016-10-04
0012014-01-01ERIC K. ANDERSON2015-09-28
0012013-01-01ERIC K. ANDERSON2014-10-14
0012012-01-01ERIC K. ANDERSON2013-10-08
0012011-01-01ERIC K. ANDERSON2012-07-11
0012010-01-01ERIC K. ANDERSON2011-09-26

Plan Statistics for A & H PLLC 401(K) PLAN

401k plan membership statisitcs for A & H PLLC 401(K) PLAN

Measure Date Value
2025: A & H PLLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-024
Total number of particpants at end of year2025-07-020
Number of Participants With Account Balances2025-07-020
Total number of particpants at beginning of year2025-03-314
Total number of particpants at end of year2025-03-314
Number of Participants With Account Balances2025-03-313
2024: A & H PLLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-183
Total number of particpants at end of year2024-03-183
Number of Participants With Account Balances2024-03-183

Financial Data on A & H PLLC 401(K) PLAN

Measure Date Value
2025 : A & H PLLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-021315655
Net assets as of the end of the plan year2025-07-020
Total assets as of the beginning of the plan year2025-07-021335376
Value of plan covered by a fidelity bond2025-07-02118100
Value of participant loans at end of plan year2025-07-020
Other income to plan in this plan year2025-07-02-19721
Plan net income in this plan year2025-07-02-1335376
Net assets as of the end of the plan year2025-07-020
Net assets as of the beginning of the plan year2025-07-021335376
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-02919
Total expenses incurred by plan in this plan year2025-03-313456
Net assets as of the end of the plan year2025-03-311335376
Total assets as of the beginning of the plan year2025-03-311159794
Value of plan covered by a fidelity bond2025-03-31118100
Value of participant loans at end of plan year2025-03-3128347
Other income to plan in this plan year2025-03-31164347
Plan net income in this plan year2025-03-31175582
Net assets as of the end of the plan year2025-03-311335376
Net assets as of the beginning of the plan year2025-03-311159794
Employer contributions to plan in this plan year2025-03-3114691
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-313456
2024 : A & H PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-182456
Net assets as of the end of the plan year2024-03-181159794
Total assets as of the beginning of the plan year2024-03-18928212
Value of plan covered by a fidelity bond2024-03-1894900
Other income to plan in this plan year2024-03-18219500
Plan net income in this plan year2024-03-18231582
Net assets as of the end of the plan year2024-03-181159794
Net assets as of the beginning of the plan year2024-03-18928212
Employer contributions to plan in this plan year2024-03-1814538
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-182456

Potentially related plans

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