How big is Anderson Financial's plan?

Anderson Financial's plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20250729140720NAL0001672867001

Anderson Financial

Name: Anderson Financial — Anderson Financial SOCA Benefit, Form 5500 (2024)
Creator: Anderson Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Financial SOCA Benefit Plan

Health & welfare plan · Anderson Financial's Anderson Financial SOCA Benefit Plan held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$370

People on this filing

Matt Appenzeller signed Anderson Financial's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anderson Financial's EIN is 47-3611187.

EIN 47-3611187

Plan number 501

Plan year 2024

ACK ID 20250729140720NAL0001672867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anderson Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Financial's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDERSON FINANCIAL.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score