Original filing (PDF)20241212081711NAL0007723555001

ANDERSON ZURMUEHLEN & CO., P.C.

Name: ANDERSON ZURMUEHLEN & CO., P.C. — ANDERSON ZURMUEHLEN & CO., P.C. 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ANDERSON ZURMUEHLEN & CO., P.C.

Form 5500-SF

FILING_RECEIVED

ANDERSON ZURMUEHLEN & CO., P.C. 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 ZURMUEHLEN & CO., P.C..

Plan sponsor

Name

ANDERSON ZURMUEHLEN & CO., P.C.

EIN

81-0385940

Address

P.O. BOX 1040 · HELENA, MT · 596241040

Phone

(406) 442-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ANDERSON ZURMUEHLEN & CO., P.C.

EIN

81-0385940

City

HELENA, MT

Phone

(406) 442-1040

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-12-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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