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THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN 401k Plan overview

Plan NameTHE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN
Plan identification number 001

THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

THE ANDERSON GROUP, CERTIFIED PU has sponsored the creation of one or more 401k plans.

Company Name:THE ANDERSON GROUP, CERTIFIED PU
Employer identification number (EIN):810892067
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-22
0012022-01-01SHIRLEY HORNER2023-06-24
0012021-01-01AMAN SIDHU2022-06-15
0012020-01-01AMAN SIDHU2021-06-28
0012019-01-01AMAN SIDHU2021-02-18
0012018-01-01AMAN SIDHU2021-02-26 AMAN SIDHU2021-02-26
0012017-01-01AMAN SIDHU2021-02-26 AMAN SIDHU2021-02-26

Plan Statistics for THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN

401k plan membership statisitcs for THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN

Measure Date Value
2025: THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-237
Total number of particpants at end of year2025-07-236
Number of Participants With Account Balances2025-07-234
2024: THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-227
Total number of particpants at end of year2024-06-226
Number of Participants With Account Balances2024-06-224
2022: THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-158
Total number of particpants at end of year2022-06-156
Number of Participants With Account Balances2022-06-154

Financial Data on THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN

Measure Date Value
2025 : THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-239164
Net assets as of the end of the plan year2025-07-23220268
Total assets as of the beginning of the plan year2025-07-23188426
Value of plan covered by a fidelity bond2025-07-2319000
Participant contributions to plan in this plan year2025-07-2320621
Value of participant loans at end of plan year2025-07-232510
Other income to plan in this plan year2025-07-2320385
Plan net income in this plan year2025-07-2331842
Net assets as of the end of the plan year2025-07-23220268
Net assets as of the beginning of the plan year2025-07-23188426
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2365
2024 : THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-22218
Net assets as of the end of the plan year2024-06-22188426
Total assets as of the beginning of the plan year2024-06-22143129
Value of plan covered by a fidelity bond2024-06-2215000
Participant contributions to plan in this plan year2024-06-2220681
Value of participant loans at end of plan year2024-06-226208
Other income to plan in this plan year2024-06-2224834
Plan net income in this plan year2024-06-2245297
Net assets as of the end of the plan year2024-06-22188426
Net assets as of the beginning of the plan year2024-06-22143129
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-22125
2022 : THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-15798813
Net assets as of the end of the plan year2022-06-15153742
Total assets as of the beginning of the plan year2022-06-15885470
Value of plan covered by a fidelity bond2022-06-1589000
Participant contributions to plan in this plan year2022-06-1515423
Value of participant loans at end of plan year2022-06-150
Other income to plan in this plan year2022-06-1551662
Plan net income in this plan year2022-06-15-731728
Net assets as of the end of the plan year2022-06-15153742
Net assets as of the beginning of the plan year2022-06-15885470
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1555

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