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THE ANDERSON SCHOOL 401k Plan overview

Plan NameTHE ANDERSON SCHOOL
Plan identification number 001

THE ANDERSON SCHOOL 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.

401k Sponsoring company profile

THE ANDERSON SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE ANDERSON SCHOOL
Employer identification number (EIN):824868560
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ANDERSON SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-08-22
0012022-01-01SHIRLEY HORNER2023-07-16

Plan Statistics for THE ANDERSON SCHOOL

401k plan membership statisitcs for THE ANDERSON SCHOOL

Measure Date Value
2025: THE ANDERSON SCHOOL 2025 401k membership
Total number of particpants at beginning of year2025-07-2418
Total number of particpants at end of year2025-07-2424
Number of Participants With Account Balances2025-07-2418
2024: THE ANDERSON SCHOOL 2024 401k membership
Total number of particpants at beginning of year2024-08-2215
Total number of particpants at end of year2024-08-2217
Number of Participants With Account Balances2024-08-2214

Financial Data on THE ANDERSON SCHOOL

Measure Date Value
2025 : THE ANDERSON SCHOOL 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-243776
Net assets as of the end of the plan year2025-07-2410854
Total assets as of the beginning of the plan year2025-07-248069
Value of plan covered by a fidelity bond2025-07-241000
Participant contributions to plan in this plan year2025-07-245493
Other income to plan in this plan year2025-07-241068
Plan net income in this plan year2025-07-242785
Net assets as of the end of the plan year2025-07-2410854
Net assets as of the beginning of the plan year2025-07-248069
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-24165
2024 : THE ANDERSON SCHOOL 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-22450
Net assets as of the end of the plan year2024-08-228069
Total assets as of the beginning of the plan year2024-08-222606
Value of plan covered by a fidelity bond2024-08-221000
Participant contributions to plan in this plan year2024-08-225068
Other income to plan in this plan year2024-08-22845
Plan net income in this plan year2024-08-225463
Net assets as of the end of the plan year2024-08-228069
Net assets as of the beginning of the plan year2024-08-222606
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-22165

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