Anderson Management Group
Plan context: Employee Health Plan of Anderson Management Group
EIN 20-1598467 • Billings, MT • 12 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
28
2023 Assets
$11,596
2023 Contributions
$132,673
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 28 | $0 | $132,673 | $4,738iApproximate average salary by contribution assumption: employee only about $118,458 at 4% or $78,972 at 6%; with 50% employer match about $78,972 at 4% or $52,648 at 6%; with 100% employer match about $59,229 at 4% or $39,486 at 6%. |
| Employee Health Plan of Anderson Management Group | - | 28 | - | $132,673 | $4,738iApproximate average salary by contribution assumption: employee only about $118,458 at 4% or $78,972 at 6%; with 50% employer match about $78,972 at 4% or $52,648 at 6%; with 100% employer match about $59,229 at 4% or $39,486 at 6%. |
| 2022 | 1 | 33 | $0 | $116,999 | $3,545iApproximate average salary by contribution assumption: employee only about $88,636 at 4% or $59,090 at 6%; with 50% employer match about $59,090 at 4% or $39,394 at 6%; with 100% employer match about $44,318 at 4% or $29,545 at 6%. |
| Employee Health Plan of Anderson Management Group | - | 33 | - | $116,999 | $3,545iApproximate average salary by contribution assumption: employee only about $88,636 at 4% or $59,090 at 6%; with 50% employer match about $59,090 at 4% or $39,394 at 6%; with 100% employer match about $44,318 at 4% or $29,545 at 6%. |
| 2021 | 1 | 31 | $0 | $124,450 | $4,015iApproximate average salary by contribution assumption: employee only about $100,363 at 4% or $66,909 at 6%; with 50% employer match about $66,909 at 4% or $44,606 at 6%; with 100% employer match about $50,181 at 4% or $33,454 at 6%. |
| Employee Health Plan of Anderson Management Group | - | 31 | - | $124,450 | $4,015iApproximate average salary by contribution assumption: employee only about $100,363 at 4% or $66,909 at 6%; with 50% employer match about $66,909 at 4% or $44,606 at 6%; with 100% employer match about $50,181 at 4% or $33,454 at 6%. |
| 2020 | 1 | 35 | $11,596 | $106,836 | $3,052iApproximate average salary by contribution assumption: employee only about $76,311 at 4% or $50,874 at 6%; with 50% employer match about $50,874 at 4% or $33,916 at 6%; with 100% employer match about $38,156 at 4% or $25,437 at 6%. |
| Employee Health Plan of Anderson Management Group | - | 35 | $11,596 | $106,836 | $3,052iApproximate average salary by contribution assumption: employee only about $76,311 at 4% or $50,874 at 6%; with 50% employer match about $50,874 at 4% or $33,916 at 6%; with 100% employer match about $38,156 at 4% or $25,437 at 6%. |
| 2019 | 1 | 28 | $1,270 | $79,297 | $2,832iApproximate average salary by contribution assumption: employee only about $70,801 at 4% or $47,201 at 6%; with 50% employer match about $47,201 at 4% or $31,467 at 6%; with 100% employer match about $35,400 at 4% or $23,600 at 6%. |
| Employee Health Plan of Anderson Management Group | - | 28 | $1,270 | $79,297 | $2,832iApproximate average salary by contribution assumption: employee only about $70,801 at 4% or $47,201 at 6%; with 50% employer match about $47,201 at 4% or $31,467 at 6%; with 100% employer match about $35,400 at 4% or $23,600 at 6%. |
| 2018 | 1 | 0 | $0 | $58,599 | - |
| ANDERSON MANAGEMENT GROUP 401(K) | - | 0 | - | $58,599 | - |
| 2017 | 1 | 169 | $42,223 | $41,940 | $248iApproximate average salary by contribution assumption: employee only about $6,204 at 4% or $4,136 at 6%; with 50% employer match about $4,136 at 4% or $2,757 at 6%; with 100% employer match about $3,102 at 4% or $2,068 at 6%. |
| ANDERSON MANAGEMENT GROUP 401(K) | - | 169 | $42,223 | $41,940 | $248iApproximate average salary by contribution assumption: employee only about $6,204 at 4% or $4,136 at 6%; with 50% employer match about $4,136 at 4% or $2,757 at 6%; with 100% employer match about $3,102 at 4% or $2,068 at 6%. |
| 2009 | 2 | 2 | $0 | $9,203 | $4,602iApproximate average salary by contribution assumption: employee only about $115,038 at 4% or $76,692 at 6%; with 50% employer match about $76,692 at 4% or $51,128 at 6%; with 100% employer match about $57,519 at 4% or $38,346 at 6%. |
| ANDERSON MANAGEMENT GROUP 401K PLAN | - | 0 | $0 | $0 | - |
| ANDERSON MGT OF MONTANA SEPARATE TRUST | - | 2 | - | $9,203 | $4,602iApproximate average salary by contribution assumption: employee only about $115,038 at 4% or $76,692 at 6%; with 50% employer match about $76,692 at 4% or $51,128 at 6%; with 100% employer match about $57,519 at 4% or $38,346 at 6%. |
| 2008 | 1 | 31 | $63,187 | $34,180 | $1,103iApproximate average salary by contribution assumption: employee only about $27,565 at 4% or $18,376 at 6%; with 50% employer match about $18,376 at 4% or $12,251 at 6%; with 100% employer match about $13,782 at 4% or $9,188 at 6%. |
| ANDERSON MANAGEMENT GROUP 401K PLAN | - | 31 | $63,187 | $34,180 | $1,103iApproximate average salary by contribution assumption: employee only about $27,565 at 4% or $18,376 at 6%; with 50% employer match about $18,376 at 4% or $12,251 at 6%; with 100% employer match about $13,782 at 4% or $9,188 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| ANDERSON MANAGEMENT GROUP 401K PLAN | - | 19 | - | - | - |
| 2006 | 1 | 29 | $30,673 | $28,695 | $989iApproximate average salary by contribution assumption: employee only about $24,737 at 4% or $16,491 at 6%; with 50% employer match about $16,491 at 4% or $10,994 at 6%; with 100% employer match about $12,369 at 4% or $8,246 at 6%. |
| HOSPITALITY CONCEPTS 401K PLAN | - | 29 | $30,673 | $28,695 | $989iApproximate average salary by contribution assumption: employee only about $24,737 at 4% or $16,491 at 6%; with 50% employer match about $16,491 at 4% or $10,994 at 6%; with 100% employer match about $12,369 at 4% or $8,246 at 6%. |