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EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 401k Plan overview

Plan NameEMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC
Plan identification number 001

EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ANDERSON AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name:ANDERSON AGENCY INC
Employer identification number (EIN):840586086
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-11-01DANICA ANDERSON2019-07-24 DANICA ANDERSON2019-07-24
0012014-11-01BOB COLWELL BOB COLWELL2016-07-31
0012013-11-01DANICA ANDERSON2019-07-24 DANICA ANDERSON2019-07-24
0012012-11-01DANICA ANDERSON2019-06-12
0012011-11-01DANICA ANDERSON2019-05-07
0012011-01-01TOM ANDERSON2013-07-16
0012010-11-01TOM ANDERSON
0012009-11-01TOM ANDERSON
0012008-11-01TOM ANDERSON
0012007-11-01TOM ANDERSON

Plan Statistics for EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC

401k plan membership statisitcs for EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC

Measure Date Value
2014: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2014 401k membership
Total participants, beginning-of-year2014-11-011
Total number of active participants reported on line 7a of the Form 55002014-11-011
Total of all active and inactive participants2014-11-011
Total participants2014-11-011
Number of participants with account balances2014-11-011
2010: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2010 401k membership
Total participants, beginning-of-year2010-11-012
Total number of active participants reported on line 7a of the Form 55002010-11-012
Total of all active and inactive participants2010-11-012
Total participants2010-11-012
Number of participants with account balances2010-11-012
2009: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2009 401k membership
Total participants, beginning-of-year2009-11-012
Total number of active participants reported on line 7a of the Form 55002009-11-012
Total of all active and inactive participants2009-11-012
Total participants2009-11-012
Number of participants with account balances2009-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
2008: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2008 401k membership
Total participants, beginning-of-year2008-11-012
Total number of active participants reported on line 7a of the Form 55002008-11-012
Total of all active and inactive participants2008-11-012
Total participants2008-11-012
Number of participants with account balances2008-11-012
2007: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2007 401k membership
Total participants, beginning-of-year2007-11-012
Total number of active participants reported on line 7a of the Form 55002007-11-012
Total of all active and inactive participants2007-11-012
Total participants2007-11-012
Number of participants with account balances2007-11-012

Financial Data on EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC

Measure Date Value
2015 : EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2015 401k financial data
Total income from all sources2015-10-31$-9,328
Expenses. Total of all expenses incurred2015-10-31$50,000
Benefits paid (including direct rollovers)2015-10-31$50,000
Total plan assets at end of year2015-10-31$268,065
Total plan assets at beginning of year2015-10-31$327,393
Other income received2015-10-31$-9,328
Net income (gross income less expenses)2015-10-31$-59,328
Net plan assets at end of year (total assets less liabilities)2015-10-31$268,065
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$327,393
Assets. Value of participant loans2015-10-31$50,000
2011 : EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2011 401k financial data
Total income from all sources2011-10-31$52,774
Expenses. Total of all expenses incurred2011-10-31$601,068
Benefits paid (including direct rollovers)2011-10-31$601,068
Total plan assets at end of year2011-10-31$495,686
Total plan assets at beginning of year2011-10-31$1,043,980
Other income received2011-10-31$52,774
Net income (gross income less expenses)2011-10-31$-548,294
Net plan assets at end of year (total assets less liabilities)2011-10-31$495,686
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,043,980
Assets. Value of participant loans2011-10-31$66,500

Form 5500 Responses for EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC

2014: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement - TrustYes
2007: EMPLOYEES PROFIT SHR PL OF ANDERSON AGENCY INC 2007 form 5500 responses
2007-11-01Type of plan entitySingle employer plan
2007-11-01Submission has been amendedNo
2007-11-01This submission is the final filingNo
2007-11-01This return/report is a short plan year return/report (less than 12 months)No
2007-11-01Plan is a collectively bargained planNo
2007-11-01Plan funding arrangement – TrustYes
2007-11-01Plan benefit arrangement - TrustYes

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