Anderen Financial, Inc.
Plan context: Anderen Financial Inc. 401(K) Profit Sharing Plan
EIN 20-5825429 • Palm Harbor, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
40
2013 Assets
$930,256
2013 Contributions
$49,219
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Anderen Financial Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2012 | 1 | 0 | $930,256 | $49,219 | - |
| Anderen Financial Inc. 401(K) Profit Sharing Plan | - | 0 | $930,256 | $49,219 | - |
| 2011 | 1 | 40 | $803,352 | $258,941 | $6,474iApproximate average salary by contribution assumption: employee only about $161,838 at 4% or $107,892 at 6%; with 50% employer match about $107,892 at 4% or $71,928 at 6%; with 100% employer match about $80,919 at 4% or $53,946 at 6%. |
| Anderen Financial Inc. 401(K) Profit Sharing Plan | - | 40 | $803,352 | $258,941 | $6,474iApproximate average salary by contribution assumption: employee only about $161,838 at 4% or $107,892 at 6%; with 50% employer match about $107,892 at 4% or $71,928 at 6%; with 100% employer match about $80,919 at 4% or $53,946 at 6%. |
| 2010 | 1 | 27 | $670,250 | $237,285 | $8,788iApproximate average salary by contribution assumption: employee only about $219,708 at 4% or $146,472 at 6%; with 50% employer match about $146,472 at 4% or $97,648 at 6%; with 100% employer match about $109,854 at 4% or $73,236 at 6%. |
| Anderen Financial Inc. 401(K) Profit Sharing Plan | - | 27 | $670,250 | $237,285 | $8,788iApproximate average salary by contribution assumption: employee only about $219,708 at 4% or $146,472 at 6%; with 50% employer match about $146,472 at 4% or $97,648 at 6%; with 100% employer match about $109,854 at 4% or $73,236 at 6%. |
| 2009 | 1 | 25 | $479,529 | $260,395 | $10,416iApproximate average salary by contribution assumption: employee only about $260,395 at 4% or $173,597 at 6%; with 50% employer match about $173,597 at 4% or $115,731 at 6%; with 100% employer match about $130,197 at 4% or $86,798 at 6%. |
| Anderen Financial Inc. 401(K) Profit Sharing Plan | - | 25 | $479,529 | $260,395 | $10,416iApproximate average salary by contribution assumption: employee only about $260,395 at 4% or $173,597 at 6%; with 50% employer match about $173,597 at 4% or $115,731 at 6%; with 100% employer match about $130,197 at 4% or $86,798 at 6%. |
| 2008 | 1 | 18 | $172,932 | $214,739 | $11,930iApproximate average salary by contribution assumption: employee only about $298,249 at 4% or $198,832 at 6%; with 50% employer match about $198,832 at 4% or $132,555 at 6%; with 100% employer match about $149,124 at 4% or $99,416 at 6%. |
| Anderen Financial Inc. 401(K) Profit Sharing Plan | - | 18 | $172,932 | $214,739 | $11,930iApproximate average salary by contribution assumption: employee only about $298,249 at 4% or $198,832 at 6%; with 50% employer match about $198,832 at 4% or $132,555 at 6%; with 100% employer match about $149,124 at 4% or $99,416 at 6%. |