ANDERSON MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANDERSON MANAGEMENT GROUP 401(K)
Measure | Date | Value |
---|
2018 : ANDERSON MANAGEMENT GROUP 401(K) 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-28 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-28 | $0 |
Total income from all sources (including contributions) | 2018-12-28 | $50,885 |
Total loss/gain on sale of assets | 2018-12-28 | $0 |
Total of all expenses incurred | 2018-12-28 | $93,108 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-28 | $91,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-28 | $58,599 |
Value of total assets at end of year | 2018-12-28 | $0 |
Value of total assets at beginning of year | 2018-12-28 | $42,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-28 | $1,380 |
Total interest from all sources | 2018-12-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-28 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-28 | $0 |
Administrative expenses professional fees incurred | 2018-12-28 | $1,380 |
Was this plan covered by a fidelity bond | 2018-12-28 | Yes |
Value of fidelity bond cover | 2018-12-28 | $100,000 |
If this is an individual account plan, was there a blackout period | 2018-12-28 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-28 | No |
Contributions received from participants | 2018-12-28 | $27,779 |
Other income not declared elsewhere | 2018-12-28 | $-7,714 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-28 | No |
Value of net income/loss | 2018-12-28 | $-42,223 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-28 | $42,223 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-28 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-28 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-28 | $42,223 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-28 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-28 | No |
Contributions received in cash from employer | 2018-12-28 | $30,820 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-28 | $91,728 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-28 | No |
Did the plan have assets held for investment | 2018-12-28 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-28 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-28 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-28 | Disclaimer |
Accountancy firm name | 2018-12-28 | WIPFLI, LLP |
Accountancy firm EIN | 2018-12-28 | 390758449 |
2017 : ANDERSON MANAGEMENT GROUP 401(K) 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $44,833 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $41,940 |
Value of total assets at end of year | 2017-12-31 | $42,223 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $240 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $855 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $855 |
Administrative expenses professional fees incurred | 2017-12-31 | $240 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $22,809 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $42,223 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $42,223 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $42,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,038 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $19,131 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,370 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WIPFLI, LLP |
Accountancy firm EIN | 2017-12-31 | 390758449 |