How big is Anderson Bros. CPAS' plan?

Anderson Bros. CPAS' plan reported $222K in assets and 11 participants for 2022.

Original filing (PDF)20230304143546NAL0007698112001

Anderson Bros. CPAS

Name: Anderson Bros. CPAS — Anderson Bros. CPAS 401(k), Form 5500 (2022)
Creator: Anderson Bros. CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Bros. CPAS 401(k) Plan

401(k) retirement plan · Anderson Bros. CPAS' Anderson Bros. CPAS 401(k) Plan held $222K in plan assets for 11 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

People on this filing

Brian Shull signed Anderson Bros. CPAS' 2022 Form 5500 as plan administrator.

Brian Shull — 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 Bros. CPAS' EIN is 84-1839663.

EIN 84-1839663

Plan number 001

Plan year 2022

ACK ID 20230304143546NAL0007698112001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Anderson Bros. CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Anderson Bros. CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score