| Plan Name | ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ANDERSON EQUIPMENT COMPANY |
| Employer identification number (EIN): | 250323970 |
| NAIC Classification: | 423800 |
Additional information about ANDERSON EQUIPMENT COMPANY
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1960-11-17 |
| Company Identification Number: | 0017000200 |
| Legal Registered Office Address: |
PO BOX 662 PHARR United States of America (USA) 78577 |
More information about ANDERSON EQUIPMENT COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2024-01-01 | ALANA MCMASTERS | |||
| 004 | 2023-01-01 | ||||
| 004 | 2023-01-01 | ALANA MCMASTERS | |||
| 004 | 2022-01-01 | ||||
| 004 | 2022-01-01 | JUDITH ANDERSON | |||
| 004 | 2021-01-01 | ||||
| 004 | 2021-01-01 | JUDITH ANDERSON | |||
| 004 | 2020-01-01 | ||||
| 004 | 2019-01-01 | ||||
| 004 | 2018-01-01 | JUDITH ANDERSON | |||
| 004 | 2017-01-01 | JUDITH L. ANDERSON | |||
| 004 | 2016-01-01 | JUDITH L. ANDERSON | |||
| 004 | 2015-01-01 | MICHAEL MACAKANJA | |||
| 004 | 2014-01-01 | MICHAEL MACAKANJA | |||
| 004 | 2013-01-01 | KATLYN MCLEAN | |||
| 004 | 2012-01-01 | KATLYN MCLEAN | |||
| 004 | 2011-01-01 | DANIEL BAUER | |||
| 004 | 2009-01-01 | MARY ELLEN HASSELMAN | JUDITH ANDERSON | 2010-07-30 | |
| 004 | 2009-01-01 | MARY ELLEN HASSELMAN | JUDITH ANDERSON | 2010-07-29 |
| Measure | Date | Value |
|---|---|---|
| 2023 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,665,024 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $515,088 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $515,053 |
| Total plan assets at end of year | 2023-12-31 | $6,457,625 |
| Total plan assets at beginning of year | 2023-12-31 | $5,307,689 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $159,136 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,301,830 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,149,936 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,457,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,307,689 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $204,058 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $35 |
| 2022 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-914,426 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $314,872 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $314,817 |
| Total plan assets at end of year | 2022-12-31 | $5,307,689 |
| Total plan assets at beginning of year | 2022-12-31 | $6,536,987 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $145,866 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,274,016 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,229,298 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,307,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,536,987 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $213,724 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $55 |
| 2021 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,405,709 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $233,345 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $233,345 |
| Total plan assets at end of year | 2021-12-31 | $6,536,987 |
| Total plan assets at beginning of year | 2021-12-31 | $5,364,623 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $140,916 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,071,848 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,172,364 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,536,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,364,623 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $192,945 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2020 401k financial data | ||
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,188,169 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $592,061 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $592,036 |
| Total plan assets at end of year | 2020-12-31 | $5,364,623 |
| Total plan assets at beginning of year | 2020-12-31 | $4,768,515 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $127,488 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $886,743 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $596,108 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,364,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,768,515 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $173,938 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $25 |
| 2019 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $-32,843 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,225,949 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $435,164 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $435,164 |
| Total plan assets at end of year | 2019-12-31 | $4,768,515 |
| Total plan assets at beginning of year | 2019-12-31 | $4,010,573 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $121,185 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $923,263 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $790,785 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,768,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,010,573 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $181,501 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2018 401k financial data | ||
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $51,794 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $270,948 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $270,942 |
| Total plan assets at end of year | 2018-12-31 | $4,010,573 |
| Total plan assets at beginning of year | 2018-12-31 | $4,229,727 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $121,281 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-235,457 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-219,154 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,010,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,229,727 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $165,970 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6 |
| 2017 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2017 401k financial data | ||
| Transfers to/from the plan | 2017-12-31 | $176,104 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $937,465 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $398,181 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $398,156 |
| Total plan assets at end of year | 2017-12-31 | $4,229,727 |
| Total plan assets at beginning of year | 2017-12-31 | $3,514,339 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $122,912 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $666,015 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $539,284 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,229,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,514,339 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $148,538 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25 |
| 2016 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $494,161 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $57,420 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $57,395 |
| Total plan assets at end of year | 2016-12-31 | $3,514,339 |
| Total plan assets at beginning of year | 2016-12-31 | $3,077,598 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $106,870 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $262,119 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $436,741 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,514,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,077,598 |
| Assets. Value of participant loans | 2016-12-31 | $758 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $125,172 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25 |
| 2015 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $-118,225 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $253,676 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $492,381 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $492,325 |
| Total plan assets at end of year | 2015-12-31 | $3,077,598 |
| Total plan assets at beginning of year | 2015-12-31 | $3,434,528 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $103,744 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $25,462 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-238,705 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,077,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,434,528 |
| Assets. Value of participant loans | 2015-12-31 | $1,423 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $124,470 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $56 |
| 2014 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $474,632 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $20,594 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $20,513 |
| Total plan assets at end of year | 2014-12-31 | $3,434,528 |
| Total plan assets at beginning of year | 2014-12-31 | $2,980,490 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $96,854 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $254,521 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $454,038 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,434,528 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,980,490 |
| Assets. Value of participant loans | 2014-12-31 | $4,929 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $123,257 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $81 |
| 2013 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $741,796 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $251,486 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $251,317 |
| Total plan assets at end of year | 2013-12-31 | $2,980,490 |
| Total plan assets at beginning of year | 2013-12-31 | $2,490,180 |
| Value of fidelity bond covering the plan | 2013-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $94,168 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $524,322 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $490,310 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,980,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,490,180 |
| Assets. Value of participant loans | 2013-12-31 | $13,195 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $123,306 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $169 |
| 2012 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $456,375 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $298,601 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $298,237 |
| Total plan assets at end of year | 2012-12-31 | $2,490,180 |
| Total plan assets at beginning of year | 2012-12-31 | $2,332,406 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $91,082 |
| Other income received | 2012-12-31 | $257,116 |
| Net income (gross income less expenses) | 2012-12-31 | $157,774 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,490,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,332,406 |
| Assets. Value of participant loans | 2012-12-31 | $27,191 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $108,177 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $364 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $217,120 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,161 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,900 |
| Total plan assets at end of year | 2011-12-31 | $2,332,406 |
| Total plan assets at beginning of year | 2011-12-31 | $2,117,447 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $114,556 |
| Other income received | 2011-12-31 | $-5,129 |
| Net income (gross income less expenses) | 2011-12-31 | $214,959 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,332,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,117,447 |
| Assets. Value of participant loans | 2011-12-31 | $43,872 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $107,693 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $261 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2009 : ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |