Richard E. Anderson
Plan context: Anderson & Associates Wealth Management 401(K) Plan
EIN 16-1591789 • Pittsford, NY • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,150,167
2025 Contributions
$133,107
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,150,167 | $133,107 | $26,621iApproximate average salary by contribution assumption: employee only about $665,535 at 4% or $443,690 at 6%; with 50% employer match about $443,690 at 4% or $295,793 at 6%; with 100% employer match about $332,768 at 4% or $221,845 at 6%. |
| Anderson & Associates Wealth Management 401(K) Plan | - | 5 | $1,150,167 | $133,107 | $26,621iApproximate average salary by contribution assumption: employee only about $665,535 at 4% or $443,690 at 6%; with 50% employer match about $443,690 at 4% or $295,793 at 6%; with 100% employer match about $332,768 at 4% or $221,845 at 6%. |
| 2024 | 1 | 4 | $865,868 | $126,809 | $31,702iApproximate average salary by contribution assumption: employee only about $792,556 at 4% or $528,371 at 6%; with 50% employer match about $528,371 at 4% or $352,247 at 6%; with 100% employer match about $396,278 at 4% or $264,185 at 6%. |
| Anderson & Associates Wealth Management 401(K) Plan | - | 4 | $865,868 | $126,809 | $31,702iApproximate average salary by contribution assumption: employee only about $792,556 at 4% or $528,371 at 6%; with 50% employer match about $528,371 at 4% or $352,247 at 6%; with 100% employer match about $396,278 at 4% or $264,185 at 6%. |
| 2023 | 1 | 6 | $671,685 | $243,443 | $40,574iApproximate average salary by contribution assumption: employee only about $1,014,346 at 4% or $676,231 at 6%; with 50% employer match about $676,231 at 4% or $450,820 at 6%; with 100% employer match about $507,173 at 4% or $338,115 at 6%. |
| Anderson & Associates Wealth Management 401(K) Plan | - | 6 | $671,685 | $243,443 | $40,574iApproximate average salary by contribution assumption: employee only about $1,014,346 at 4% or $676,231 at 6%; with 50% employer match about $676,231 at 4% or $450,820 at 6%; with 100% employer match about $507,173 at 4% or $338,115 at 6%. |
| 2022 | 1 | 6 | $327,954 | $377,367 | $62,895iApproximate average salary by contribution assumption: employee only about $1,572,363 at 4% or $1,048,242 at 6%; with 50% employer match about $1,048,242 at 4% or $698,828 at 6%; with 100% employer match about $786,181 at 4% or $524,121 at 6%. |
| Anderson & Associates Wealth Management 401(K) Plan | - | 6 | $327,954 | $377,367 | $62,895iApproximate average salary by contribution assumption: employee only about $1,572,363 at 4% or $1,048,242 at 6%; with 50% employer match about $1,048,242 at 4% or $698,828 at 6%; with 100% employer match about $786,181 at 4% or $524,121 at 6%. |