401k Plan data: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN plan

WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN
Plan identification number	001

WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
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

WILLIAM DALE ANDERSON, JR., P.A. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM DALE ANDERSON, JR., P.A.

Employer identification number (EIN): 591510535

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-12-01 WILLIAM ANDERSON 2023-11-16
001 2021-12-01 WILLIAM ANDERSON 2023-06-13
001 2020-12-01 WILLIAM ANDERSON 2022-11-22
001 2019-12-01 WILLIAM ANDERSON 2021-09-15
001 2018-12-01 WILLIAM DALE ANDERSON 2020-09-15 WILLIAM DALE ANDERSON 2020-09-15
001 2017-12-01 WILLIAM ANDERSON 2019-04-24 WILLIAM ANDERSON 2019-04-24
001 2016-12-01 WILLIAM ANDERSON 2018-06-07 WILLIAM ANDERSON 2018-06-07
001 2015-12-01 WILLIAM ANDERSON WILLIAM ANDERSON 2017-03-09
001 2014-12-01 WILLIAM D. ANDERSON, JR WILLIAM D. ANDERSON, JR 2016-05-23
001 2013-12-01 WILLIAM ANDERSON WILLIAM ANDERSON 2015-07-06
001 2012-12-01 WILLIAM D. ANDERSON, JR. WILLIAM D. ANDERSON, JR. 2014-04-10
001 2011-12-01 WILLIAM ANDERSON WILLIAM ANDERSON 2013-08-05
001 2009-12-01 WILLIAM ANDERSON WILLIAM ANDERSON 2011-06-02
001 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-12-01	WILLIAM ANDERSON	2023-11-16
001	2021-12-01	WILLIAM ANDERSON	2023-06-13
001	2020-12-01	WILLIAM ANDERSON	2022-11-22
001	2019-12-01	WILLIAM ANDERSON	2021-09-15
001	2018-12-01	WILLIAM DALE ANDERSON	2020-09-15	WILLIAM DALE ANDERSON	2020-09-15
001	2017-12-01	WILLIAM ANDERSON	2019-04-24	WILLIAM ANDERSON	2019-04-24
001	2016-12-01	WILLIAM ANDERSON	2018-06-07	WILLIAM ANDERSON	2018-06-07
001	2015-12-01	WILLIAM ANDERSON		WILLIAM ANDERSON	2017-03-09
001	2014-12-01	WILLIAM D. ANDERSON, JR		WILLIAM D. ANDERSON, JR	2016-05-23
001	2013-12-01	WILLIAM ANDERSON		WILLIAM ANDERSON	2015-07-06
001	2012-12-01	WILLIAM D. ANDERSON, JR.		WILLIAM D. ANDERSON, JR.	2014-04-10
001	2011-12-01	WILLIAM ANDERSON		WILLIAM ANDERSON	2013-08-05
001	2009-12-01	WILLIAM ANDERSON		WILLIAM ANDERSON	2011-06-02
001	2008-12-01

Plan Statistics for WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 3
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 1
Total of all active and inactive participants 2015-12-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 4
Number of participants with account balances 2015-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 3
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 1
Total of all active and inactive participants 2014-12-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 4
Number of participants with account balances 2014-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 3
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 1
Total of all active and inactive participants 2013-12-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 4
Number of participants with account balances 2013-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 3
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 1
Total of all active and inactive participants 2012-12-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 4
Number of participants with account balances 2012-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 2
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 1
Total of all active and inactive participants 2011-12-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 3
Number of participants with account balances 2011-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2009: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 2
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 1
Total of all active and inactive participants 2009-12-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 3
Number of participants with account balances 2009-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0

Measure	Date	Value
2015: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	3
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	1
Total of all active and inactive participants	2015-12-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	4
Number of participants with account balances	2015-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	3
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	1
Total of all active and inactive participants	2014-12-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	4
Number of participants with account balances	2014-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	3
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	1
Total of all active and inactive participants	2013-12-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	4
Number of participants with account balances	2013-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	3
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	1
Total of all active and inactive participants	2012-12-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	4
Number of participants with account balances	2012-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	2
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	1
Total of all active and inactive participants	2011-12-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	3
Number of participants with account balances	2011-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2009: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	2
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	1
Total of all active and inactive participants	2009-12-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	3
Number of participants with account balances	2009-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0

Financial Data on WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-11-30	$0
Total plan liabilities at end of year	2016-11-30	$0
Total plan liabilities at beginning of year	2016-11-30	$0
Total income from all sources	2016-11-30	$28,987
Expenses. Total of all expenses incurred	2016-11-30	$1,780
Benefits paid (including direct rollovers)	2016-11-30	$0
Total plan assets at end of year	2016-11-30	$270,141
Total plan assets at beginning of year	2016-11-30	$242,934
Value of fidelity bond covering the plan	2016-11-30	$20,000
Total contributions received or receivable from participants	2016-11-30	$0
Assets. Value of loans (other than to participants)	2016-11-30	$41,320
Expenses. Other expenses not covered elsewhere	2016-11-30	$0
Contributions received from other sources (not participants or employers)	2016-11-30	$0
Other income received	2016-11-30	$28,987
Noncash contributions received	2016-11-30	$0
Net income (gross income less expenses)	2016-11-30	$27,207
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$270,141
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$242,934
Total contributions received or receivable from employer(s)	2016-11-30	$0
Value of certain deemed distributions of participant loans	2016-11-30	$0
Value of corrective distributions	2016-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-30	$1,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
2015 : WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-11-30	$0
Total plan liabilities at end of year	2015-11-30	$0
Total plan liabilities at beginning of year	2015-11-30	$0
Total income from all sources	2015-11-30	$5,310
Expenses. Total of all expenses incurred	2015-11-30	$1,995
Benefits paid (including direct rollovers)	2015-11-30	$0
Total plan assets at end of year	2015-11-30	$242,934
Total plan assets at beginning of year	2015-11-30	$239,619
Value of fidelity bond covering the plan	2015-11-30	$20,000
Total contributions received or receivable from participants	2015-11-30	$0
Assets. Value of loans (other than to participants)	2015-11-30	$41,320
Expenses. Other expenses not covered elsewhere	2015-11-30	$0
Contributions received from other sources (not participants or employers)	2015-11-30	$0
Other income received	2015-11-30	$5,310
Noncash contributions received	2015-11-30	$0
Net income (gross income less expenses)	2015-11-30	$3,315
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$242,934
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$239,619
Total contributions received or receivable from employer(s)	2015-11-30	$0
Value of certain deemed distributions of participant loans	2015-11-30	$0
Value of corrective distributions	2015-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$1,995
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
2014 : WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-11-30	$0
Total plan liabilities at end of year	2014-11-30	$0
Total plan liabilities at beginning of year	2014-11-30	$0
Total income from all sources	2014-11-30	$8,860
Expenses. Total of all expenses incurred	2014-11-30	$1,774
Benefits paid (including direct rollovers)	2014-11-30	$0
Total plan assets at end of year	2014-11-30	$239,619
Total plan assets at beginning of year	2014-11-30	$232,533
Value of fidelity bond covering the plan	2014-11-30	$20,000
Total contributions received or receivable from participants	2014-11-30	$0
Assets. Value of loans (other than to participants)	2014-11-30	$41,320
Expenses. Other expenses not covered elsewhere	2014-11-30	$0
Contributions received from other sources (not participants or employers)	2014-11-30	$0
Other income received	2014-11-30	$8,860
Noncash contributions received	2014-11-30	$0
Net income (gross income less expenses)	2014-11-30	$7,086
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$239,619
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$232,533
Total contributions received or receivable from employer(s)	2014-11-30	$0
Value of certain deemed distributions of participant loans	2014-11-30	$0
Value of corrective distributions	2014-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$1,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
2013 : WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-11-30	$0
Total plan liabilities at end of year	2013-11-30	$0
Total plan liabilities at beginning of year	2013-11-30	$0
Total income from all sources	2013-11-30	$32,300
Expenses. Total of all expenses incurred	2013-11-30	$1,531
Benefits paid (including direct rollovers)	2013-11-30	$0
Total plan assets at end of year	2013-11-30	$232,533
Total plan assets at beginning of year	2013-11-30	$201,764
Value of fidelity bond covering the plan	2013-11-30	$20,000
Total contributions received or receivable from participants	2013-11-30	$0
Assets. Value of loans (other than to participants)	2013-11-30	$41,320
Expenses. Other expenses not covered elsewhere	2013-11-30	$0
Contributions received from other sources (not participants or employers)	2013-11-30	$0
Other income received	2013-11-30	$32,300
Noncash contributions received	2013-11-30	$0
Net income (gross income less expenses)	2013-11-30	$30,769
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$232,533
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$201,764
Total contributions received or receivable from employer(s)	2013-11-30	$0
Value of certain deemed distributions of participant loans	2013-11-30	$1,531
Value of corrective distributions	2013-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
2012 : WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-11-30	$0
Total plan liabilities at end of year	2012-11-30	$0
Total plan liabilities at beginning of year	2012-11-30	$0
Total income from all sources	2012-11-30	$16,975
Expenses. Total of all expenses incurred	2012-11-30	$530
Benefits paid (including direct rollovers)	2012-11-30	$0
Total plan assets at end of year	2012-11-30	$201,764
Total plan assets at beginning of year	2012-11-30	$185,319
Value of fidelity bond covering the plan	2012-11-30	$20,000
Total contributions received or receivable from participants	2012-11-30	$0
Assets. Value of loans (other than to participants)	2012-11-30	$37,754
Expenses. Other expenses not covered elsewhere	2012-11-30	$0
Contributions received from other sources (not participants or employers)	2012-11-30	$0
Other income received	2012-11-30	$16,975
Noncash contributions received	2012-11-30	$0
Net income (gross income less expenses)	2012-11-30	$16,445
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$201,764
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$185,319
Total contributions received or receivable from employer(s)	2012-11-30	$0
Value of certain deemed distributions of participant loans	2012-11-30	$0
Value of corrective distributions	2012-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-11-30	$530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
2011 : WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-11-30	$0
Total plan liabilities at end of year	2011-11-30	$0
Total plan liabilities at beginning of year	2011-11-30	$0
Total income from all sources	2011-11-30	$-5,407
Expenses. Total of all expenses incurred	2011-11-30	$820
Benefits paid (including direct rollovers)	2011-11-30	$0
Total plan assets at end of year	2011-11-30	$185,319
Total plan assets at beginning of year	2011-11-30	$191,546
Value of fidelity bond covering the plan	2011-11-30	$20,000
Total contributions received or receivable from participants	2011-11-30	$0
Assets. Value of loans (other than to participants)	2011-11-30	$33,754
Expenses. Other expenses not covered elsewhere	2011-11-30	$0
Contributions received from other sources (not participants or employers)	2011-11-30	$0
Other income received	2011-11-30	$-5,407
Noncash contributions received	2011-11-30	$0
Net income (gross income less expenses)	2011-11-30	$-6,227
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$185,319
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$191,546
Total contributions received or receivable from employer(s)	2011-11-30	$0
Value of certain deemed distributions of participant loans	2011-11-30	$0
Value of corrective distributions	2011-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-11-30	$820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0

Form 5500 Responses for WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN

2015: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Insurance	Yes
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement – Insurance	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Insurance	Yes
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement – Insurance	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Insurance	Yes
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement – Insurance	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Insurance	Yes
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement – Insurance	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Insurance	Yes
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement – Insurance	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Insurance	Yes
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement – Insurance	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: WILLIAM DALE ANDERSON, JR., P.A., 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	WILLIAM DALE ANDERSON, JR., P.A.
Employer identification number (EIN):	591510535
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers