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MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN
Plan identification number 003

MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MICHAEL J. ANDERSON, ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. ANDERSON, ATTORNEY AT LAW
Employer identification number (EIN):680418108
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01ROBERT HANESS
0032012-01-01ROBERT HANESS
0032011-01-01WARREN HUTSON
0032009-01-01WARREN J. HUTSON

Plan Statistics for MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$30,163
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,243,274
Total plan assets at beginning of year2016-12-31$1,213,111
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$25,540
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-29,128
Net income (gross income less expenses)2016-12-31$30,163
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,243,274
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,213,111
Assets. Value of participant loans2016-12-31$4,020
Total contributions received or receivable from employer(s)2016-12-31$33,751
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$40,445
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,213,111
Total plan assets at beginning of year2015-12-31$1,172,666
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$27,522
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-32,090
Net income (gross income less expenses)2015-12-31$40,445
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,213,111
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,172,666
Assets. Value of participant loans2015-12-31$4,926
Total contributions received or receivable from employer(s)2015-12-31$45,013
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$97,857
Expenses. Total of all expenses incurred2014-12-31$8,148
Benefits paid (including direct rollovers)2014-12-31$8,148
Total plan assets at end of year2014-12-31$1,172,666
Total plan assets at beginning of year2014-12-31$1,082,957
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$26,370
Other income received2014-12-31$29,668
Net income (gross income less expenses)2014-12-31$89,709
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,172,666
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,082,957
Total contributions received or receivable from employer(s)2014-12-31$41,819
2013 : MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$76,068
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,082,957
Total plan assets at beginning of year2013-12-31$1,006,889
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$26,284
Other income received2013-12-31$7,946
Net income (gross income less expenses)2013-12-31$76,068
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,082,957
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,006,889
Total contributions received or receivable from employer(s)2013-12-31$41,838
2012 : MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$111,873
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,006,889
Total plan assets at beginning of year2012-12-31$895,016
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$24,488
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$48,202
Net income (gross income less expenses)2012-12-31$111,873
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,006,889
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$895,016
Total contributions received or receivable from employer(s)2012-12-31$39,183
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$36,971
Expenses. Total of all expenses incurred2011-12-31$33,586
Benefits paid (including direct rollovers)2011-12-31$26,705
Total plan assets at end of year2011-12-31$895,016
Total plan assets at beginning of year2011-12-31$891,631
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$24,429
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-26,227
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$3,385
Net plan assets at end of year (total assets less liabilities)2011-12-31$895,016
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$891,631
Total contributions received or receivable from employer(s)2011-12-31$38,769
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN

2016: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL J. ANDERSON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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