Original filing (PDF)20250905113139NAL0017153569001

ANDERSON APPRAISAL SERVICES, INC.

Name: ANDERSON APPRAISAL SERVICES, INC. — ANDERSON APPRAISAL SERVICES, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANDERSON APPRAISAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

ANDERSON APPRAISAL SERVICES, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON APPRAISAL SERVICES, INC..

Plan sponsor

Name

ANDERSON APPRAISAL SERVICES, INC.

EIN

33-0492978

Address

2180 GARNET AVE., SUITE 3A · SAN DIEGO, CA · 92109

Phone

(858) 273-3755

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

APPRAISAL PACIFIC, INC.

APPRAISAL PACIFIC, INC. COMPARABILITY PROFIT SHARING PLAN

$7.1M · 4 participants

AUSHERMAN BROTHERS REAL ESTATE INC

AUSHERMAN BROTHERS INC 401(K) PROFIT SHARING PLAN

$7.1M · 8 participants

SINNEN-GREEN & ASSOCIATES, INC.

SINNEN-GREEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$7.4M · 50 participants

SEEVERS JORDAN & ZIEGENMEYER

SEEVERS JORDAN & ZIEGENMEYER 401K PROFIT SHARING PLAN

$7.4M · 28 participants

MPH CAPITAL MANAGEMENT, INC.