Civic Intelligence

ANDERSON, FOLKOFF & COMPANY, INC.

Plan context: Michael Anderson & Company Inc. 401K Plan and Trust

EIN 01-0606689 • Santa Rosa, CA • 22 filings • 4 plans

1550 Airport Blvd., Suite 100Santa Rosa, CA 95403
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,266,761

2024 Contributions

$75,586

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,301,137$1,150,569$0200320142023YearValue
$2,266,761Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200320132023YearValue
6Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$75,586-
Michael Anderson & Company Inc. 401K Plan and Trust-0$0$75,586-
202316$2,266,761$122,809$20,468iApproximate average salary by contribution assumption: employee only about $511,704 at 4% or $341,136 at 6%; with 50% employer match about $341,136 at 4% or $227,424 at 6%; with 100% employer match about $255,852 at 4% or $170,568 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-6$2,266,761$122,809$20,468iApproximate average salary by contribution assumption: employee only about $511,704 at 4% or $341,136 at 6%; with 50% employer match about $341,136 at 4% or $227,424 at 6%; with 100% employer match about $255,852 at 4% or $170,568 at 6%.
202216$1,923,895$112,801$18,800iApproximate average salary by contribution assumption: employee only about $470,004 at 4% or $313,336 at 6%; with 50% employer match about $313,336 at 4% or $208,891 at 6%; with 100% employer match about $235,002 at 4% or $156,668 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-6$1,923,895$112,801$18,800iApproximate average salary by contribution assumption: employee only about $470,004 at 4% or $313,336 at 6%; with 50% employer match about $313,336 at 4% or $208,891 at 6%; with 100% employer match about $235,002 at 4% or $156,668 at 6%.
2021110$2,301,137$112,667$11,267iApproximate average salary by contribution assumption: employee only about $281,668 at 4% or $187,778 at 6%; with 50% employer match about $187,778 at 4% or $125,186 at 6%; with 100% employer match about $140,834 at 4% or $93,889 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-10$2,301,137$112,667$11,267iApproximate average salary by contribution assumption: employee only about $281,668 at 4% or $187,778 at 6%; with 50% employer match about $187,778 at 4% or $125,186 at 6%; with 100% employer match about $140,834 at 4% or $93,889 at 6%.
2020110$1,848,497$116,109$11,611iApproximate average salary by contribution assumption: employee only about $290,273 at 4% or $193,515 at 6%; with 50% employer match about $193,515 at 4% or $129,010 at 6%; with 100% employer match about $145,136 at 4% or $96,758 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-10$1,848,497$116,109$11,611iApproximate average salary by contribution assumption: employee only about $290,273 at 4% or $193,515 at 6%; with 50% employer match about $193,515 at 4% or $129,010 at 6%; with 100% employer match about $145,136 at 4% or $96,758 at 6%.
201918$1,430,094$104,248$13,031iApproximate average salary by contribution assumption: employee only about $325,775 at 4% or $217,183 at 6%; with 50% employer match about $217,183 at 4% or $144,789 at 6%; with 100% employer match about $162,888 at 4% or $108,592 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-8$1,430,094$104,248$13,031iApproximate average salary by contribution assumption: employee only about $325,775 at 4% or $217,183 at 6%; with 50% employer match about $217,183 at 4% or $144,789 at 6%; with 100% employer match about $162,888 at 4% or $108,592 at 6%.
201819$1,305,704$116,996$13,000iApproximate average salary by contribution assumption: employee only about $324,989 at 4% or $216,659 at 6%; with 50% employer match about $216,659 at 4% or $144,440 at 6%; with 100% employer match about $162,494 at 4% or $108,330 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-9$1,305,704$116,996$13,000iApproximate average salary by contribution assumption: employee only about $324,989 at 4% or $216,659 at 6%; with 50% employer match about $216,659 at 4% or $144,440 at 6%; with 100% employer match about $162,494 at 4% or $108,330 at 6%.
2017110$1,312,652$104,902$10,490iApproximate average salary by contribution assumption: employee only about $262,255 at 4% or $174,837 at 6%; with 50% employer match about $174,837 at 4% or $116,558 at 6%; with 100% employer match about $131,128 at 4% or $87,418 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-10$1,312,652$104,902$10,490iApproximate average salary by contribution assumption: employee only about $262,255 at 4% or $174,837 at 6%; with 50% employer match about $174,837 at 4% or $116,558 at 6%; with 100% employer match about $131,128 at 4% or $87,418 at 6%.
201619$1,040,018$83,082$9,231iApproximate average salary by contribution assumption: employee only about $230,783 at 4% or $153,856 at 6%; with 50% employer match about $153,856 at 4% or $102,570 at 6%; with 100% employer match about $115,392 at 4% or $76,928 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-9$1,040,018$83,082$9,231iApproximate average salary by contribution assumption: employee only about $230,783 at 4% or $153,856 at 6%; with 50% employer match about $153,856 at 4% or $102,570 at 6%; with 100% employer match about $115,392 at 4% or $76,928 at 6%.
2015110$867,276$85,102$8,510iApproximate average salary by contribution assumption: employee only about $212,755 at 4% or $141,837 at 6%; with 50% employer match about $141,837 at 4% or $94,558 at 6%; with 100% employer match about $106,378 at 4% or $70,918 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-10$867,276$85,102$8,510iApproximate average salary by contribution assumption: employee only about $212,755 at 4% or $141,837 at 6%; with 50% employer match about $141,837 at 4% or $94,558 at 6%; with 100% employer match about $106,378 at 4% or $70,918 at 6%.
2014110$805,453$78,855$7,886iApproximate average salary by contribution assumption: employee only about $197,138 at 4% or $131,425 at 6%; with 50% employer match about $131,425 at 4% or $87,617 at 6%; with 100% employer match about $98,569 at 4% or $65,713 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-10$805,453$78,855$7,886iApproximate average salary by contribution assumption: employee only about $197,138 at 4% or $131,425 at 6%; with 50% employer match about $131,425 at 4% or $87,617 at 6%; with 100% employer match about $98,569 at 4% or $65,713 at 6%.
201317$694,618$74,220$10,603iApproximate average salary by contribution assumption: employee only about $265,071 at 4% or $176,714 at 6%; with 50% employer match about $176,714 at 4% or $117,810 at 6%; with 100% employer match about $132,536 at 4% or $88,357 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-7$694,618$74,220$10,603iApproximate average salary by contribution assumption: employee only about $265,071 at 4% or $176,714 at 6%; with 50% employer match about $176,714 at 4% or $117,810 at 6%; with 100% employer match about $132,536 at 4% or $88,357 at 6%.
201219$491,447$53,159$5,907iApproximate average salary by contribution assumption: employee only about $147,664 at 4% or $98,443 at 6%; with 50% employer match about $98,443 at 4% or $65,628 at 6%; with 100% employer match about $73,832 at 4% or $49,221 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-9$491,447$53,159$5,907iApproximate average salary by contribution assumption: employee only about $147,664 at 4% or $98,443 at 6%; with 50% employer match about $98,443 at 4% or $65,628 at 6%; with 100% employer match about $73,832 at 4% or $49,221 at 6%.
2011111$408,378$47,337$4,303iApproximate average salary by contribution assumption: employee only about $107,584 at 4% or $71,723 at 6%; with 50% employer match about $71,723 at 4% or $47,815 at 6%; with 100% employer match about $53,792 at 4% or $35,861 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-11$408,378$47,337$4,303iApproximate average salary by contribution assumption: employee only about $107,584 at 4% or $71,723 at 6%; with 50% employer match about $71,723 at 4% or $47,815 at 6%; with 100% employer match about $53,792 at 4% or $35,861 at 6%.
201018$378,465$37,514$4,689iApproximate average salary by contribution assumption: employee only about $117,231 at 4% or $78,154 at 6%; with 50% employer match about $78,154 at 4% or $52,103 at 6%; with 100% employer match about $58,616 at 4% or $39,077 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-8$378,465$37,514$4,689iApproximate average salary by contribution assumption: employee only about $117,231 at 4% or $78,154 at 6%; with 50% employer match about $78,154 at 4% or $52,103 at 6%; with 100% employer match about $58,616 at 4% or $39,077 at 6%.
200916$292,628$62,469$10,412iApproximate average salary by contribution assumption: employee only about $260,288 at 4% or $173,525 at 6%; with 50% employer match about $173,525 at 4% or $115,683 at 6%; with 100% employer match about $130,144 at 4% or $86,763 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-6$292,628$62,469$10,412iApproximate average salary by contribution assumption: employee only about $260,288 at 4% or $173,525 at 6%; with 50% employer match about $173,525 at 4% or $115,683 at 6%; with 100% employer match about $130,144 at 4% or $86,763 at 6%.
200816$0$0-
Michael Anderson & Company Inc. 401K Plan and Trust-6---
200717$0$0-
Michael Anderson & Company Inc. 401K Plan and Trust-7---
200616$220,882$126,249$21,042iApproximate average salary by contribution assumption: employee only about $526,038 at 4% or $350,692 at 6%; with 50% employer match about $350,692 at 4% or $233,794 at 6%; with 100% employer match about $263,019 at 4% or $175,346 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-6$220,882$126,249$21,042iApproximate average salary by contribution assumption: employee only about $526,038 at 4% or $350,692 at 6%; with 50% employer match about $350,692 at 4% or $233,794 at 6%; with 100% employer match about $263,019 at 4% or $175,346 at 6%.
200516$121,441$49,630$8,272iApproximate average salary by contribution assumption: employee only about $206,792 at 4% or $137,861 at 6%; with 50% employer match about $137,861 at 4% or $91,907 at 6%; with 100% employer match about $103,396 at 4% or $68,931 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-6$121,441$49,630$8,272iApproximate average salary by contribution assumption: employee only about $206,792 at 4% or $137,861 at 6%; with 50% employer match about $137,861 at 4% or $91,907 at 6%; with 100% employer match about $103,396 at 4% or $68,931 at 6%.
200417$68,456$37,693$5,385iApproximate average salary by contribution assumption: employee only about $134,618 at 4% or $89,745 at 6%; with 50% employer match about $89,745 at 4% or $59,830 at 6%; with 100% employer match about $67,309 at 4% or $44,873 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-7$68,456$37,693$5,385iApproximate average salary by contribution assumption: employee only about $134,618 at 4% or $89,745 at 6%; with 50% employer match about $89,745 at 4% or $59,830 at 6%; with 100% employer match about $67,309 at 4% or $44,873 at 6%.
200313$27,688$25,765$8,588iApproximate average salary by contribution assumption: employee only about $214,708 at 4% or $143,139 at 6%; with 50% employer match about $143,139 at 4% or $95,426 at 6%; with 100% employer match about $107,354 at 4% or $71,569 at 6%.
Michael Anderson & Company Inc. 401K Plan and Trust-3$27,688$25,765$8,588iApproximate average salary by contribution assumption: employee only about $214,708 at 4% or $143,139 at 6%; with 50% employer match about $143,139 at 4% or $95,426 at 6%; with 100% employer match about $107,354 at 4% or $71,569 at 6%.