Civic Intelligence

Anderson Financial Services Inc.

Plan context: Anderson Financial Services Inc. 401(K) Safe Harbor Plan

EIN 42-1431493 • Cedar Rapids, IA • 26 filings • 3 plans

4840 N. River BlvdSte. 200Cedar Rapids, IA 52411
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,720,013

2024 Contributions

$96,798

Historical Graphs

Total Assets Over Time

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

$1,720,013$860,007$0199920122024YearValue
$1,720,013Latest year 2024

Participants Over Time

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

840199920122024YearValue
4Latest year 2024

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
202414$1,720,013$96,798$24,200iApproximate average salary by contribution assumption: employee only about $604,988 at 4% or $403,325 at 6%; with 50% employer match about $403,325 at 4% or $268,883 at 6%; with 100% employer match about $302,494 at 4% or $201,663 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$1,720,013$96,798$24,200iApproximate average salary by contribution assumption: employee only about $604,988 at 4% or $403,325 at 6%; with 50% employer match about $403,325 at 4% or $268,883 at 6%; with 100% employer match about $302,494 at 4% or $201,663 at 6%.
202314$1,450,970$164,394$41,099iApproximate average salary by contribution assumption: employee only about $1,027,463 at 4% or $684,975 at 6%; with 50% employer match about $684,975 at 4% or $456,650 at 6%; with 100% employer match about $513,731 at 4% or $342,488 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$1,450,970$164,394$41,099iApproximate average salary by contribution assumption: employee only about $1,027,463 at 4% or $684,975 at 6%; with 50% employer match about $684,975 at 4% or $456,650 at 6%; with 100% employer match about $513,731 at 4% or $342,488 at 6%.
202214$1,102,603$114,815$28,704iApproximate average salary by contribution assumption: employee only about $717,594 at 4% or $478,396 at 6%; with 50% employer match about $478,396 at 4% or $318,931 at 6%; with 100% employer match about $358,797 at 4% or $239,198 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$1,102,603$114,815$28,704iApproximate average salary by contribution assumption: employee only about $717,594 at 4% or $478,396 at 6%; with 50% employer match about $478,396 at 4% or $318,931 at 6%; with 100% employer match about $358,797 at 4% or $239,198 at 6%.
202114$1,496,980$115,286$28,822iApproximate average salary by contribution assumption: employee only about $720,538 at 4% or $480,358 at 6%; with 50% employer match about $480,358 at 4% or $320,239 at 6%; with 100% employer match about $360,269 at 4% or $240,179 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$1,496,980$115,286$28,822iApproximate average salary by contribution assumption: employee only about $720,538 at 4% or $480,358 at 6%; with 50% employer match about $480,358 at 4% or $320,239 at 6%; with 100% employer match about $360,269 at 4% or $240,179 at 6%.
202013$1,198,233$90,420$30,140iApproximate average salary by contribution assumption: employee only about $753,500 at 4% or $502,333 at 6%; with 50% employer match about $502,333 at 4% or $334,889 at 6%; with 100% employer match about $376,750 at 4% or $251,167 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-3$1,198,233$90,420$30,140iApproximate average salary by contribution assumption: employee only about $753,500 at 4% or $502,333 at 6%; with 50% employer match about $502,333 at 4% or $334,889 at 6%; with 100% employer match about $376,750 at 4% or $251,167 at 6%.
201913$925,425$121,892$40,631iApproximate average salary by contribution assumption: employee only about $1,015,767 at 4% or $677,178 at 6%; with 50% employer match about $677,178 at 4% or $451,452 at 6%; with 100% employer match about $507,883 at 4% or $338,589 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-3$925,425$121,892$40,631iApproximate average salary by contribution assumption: employee only about $1,015,767 at 4% or $677,178 at 6%; with 50% employer match about $677,178 at 4% or $451,452 at 6%; with 100% employer match about $507,883 at 4% or $338,589 at 6%.
201813$647,340$75,615$25,205iApproximate average salary by contribution assumption: employee only about $630,125 at 4% or $420,083 at 6%; with 50% employer match about $420,083 at 4% or $280,056 at 6%; with 100% employer match about $315,063 at 4% or $210,042 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-3$647,340$75,615$25,205iApproximate average salary by contribution assumption: employee only about $630,125 at 4% or $420,083 at 6%; with 50% employer match about $420,083 at 4% or $280,056 at 6%; with 100% employer match about $315,063 at 4% or $210,042 at 6%.
201714$667,331$85,530$21,383iApproximate average salary by contribution assumption: employee only about $534,563 at 4% or $356,375 at 6%; with 50% employer match about $356,375 at 4% or $237,583 at 6%; with 100% employer match about $267,281 at 4% or $178,188 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$667,331$85,530$21,383iApproximate average salary by contribution assumption: employee only about $534,563 at 4% or $356,375 at 6%; with 50% employer match about $356,375 at 4% or $237,583 at 6%; with 100% employer match about $267,281 at 4% or $178,188 at 6%.
201614$486,165$81,174$20,294iApproximate average salary by contribution assumption: employee only about $507,338 at 4% or $338,225 at 6%; with 50% employer match about $338,225 at 4% or $225,483 at 6%; with 100% employer match about $253,669 at 4% or $169,113 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$486,165$81,174$20,294iApproximate average salary by contribution assumption: employee only about $507,338 at 4% or $338,225 at 6%; with 50% employer match about $338,225 at 4% or $225,483 at 6%; with 100% employer match about $253,669 at 4% or $169,113 at 6%.
201514$424,130$73,762$18,441iApproximate average salary by contribution assumption: employee only about $461,013 at 4% or $307,342 at 6%; with 50% employer match about $307,342 at 4% or $204,894 at 6%; with 100% employer match about $230,506 at 4% or $153,671 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$424,130$73,762$18,441iApproximate average salary by contribution assumption: employee only about $461,013 at 4% or $307,342 at 6%; with 50% employer match about $307,342 at 4% or $204,894 at 6%; with 100% employer match about $230,506 at 4% or $153,671 at 6%.
201414$408,198$49,701$12,425iApproximate average salary by contribution assumption: employee only about $310,631 at 4% or $207,088 at 6%; with 50% employer match about $207,088 at 4% or $138,058 at 6%; with 100% employer match about $155,316 at 4% or $103,544 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$408,198$49,701$12,425iApproximate average salary by contribution assumption: employee only about $310,631 at 4% or $207,088 at 6%; with 50% employer match about $207,088 at 4% or $138,058 at 6%; with 100% employer match about $155,316 at 4% or $103,544 at 6%.
201314$355,615$71,663$17,916iApproximate average salary by contribution assumption: employee only about $447,894 at 4% or $298,596 at 6%; with 50% employer match about $298,596 at 4% or $199,064 at 6%; with 100% employer match about $223,947 at 4% or $149,298 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$355,615$71,663$17,916iApproximate average salary by contribution assumption: employee only about $447,894 at 4% or $298,596 at 6%; with 50% employer match about $298,596 at 4% or $199,064 at 6%; with 100% employer match about $223,947 at 4% or $149,298 at 6%.
201214$232,094$59,893$14,973iApproximate average salary by contribution assumption: employee only about $374,331 at 4% or $249,554 at 6%; with 50% employer match about $249,554 at 4% or $166,369 at 6%; with 100% employer match about $187,166 at 4% or $124,777 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$232,094$59,893$14,973iApproximate average salary by contribution assumption: employee only about $374,331 at 4% or $249,554 at 6%; with 50% employer match about $249,554 at 4% or $166,369 at 6%; with 100% employer match about $187,166 at 4% or $124,777 at 6%.
201115$176,386$49,656$9,931iApproximate average salary by contribution assumption: employee only about $248,280 at 4% or $165,520 at 6%; with 50% employer match about $165,520 at 4% or $110,347 at 6%; with 100% employer match about $124,140 at 4% or $82,760 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-5$176,386$49,656$9,931iApproximate average salary by contribution assumption: employee only about $248,280 at 4% or $165,520 at 6%; with 50% employer match about $165,520 at 4% or $110,347 at 6%; with 100% employer match about $124,140 at 4% or $82,760 at 6%.
201018$310,509$57,997$7,250iApproximate average salary by contribution assumption: employee only about $181,241 at 4% or $120,827 at 6%; with 50% employer match about $120,827 at 4% or $80,551 at 6%; with 100% employer match about $90,620 at 4% or $60,414 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-8$310,509$57,997$7,250iApproximate average salary by contribution assumption: employee only about $181,241 at 4% or $120,827 at 6%; with 50% employer match about $120,827 at 4% or $80,551 at 6%; with 100% employer match about $90,620 at 4% or $60,414 at 6%.
200918$221,321$61,422$7,678iApproximate average salary by contribution assumption: employee only about $191,944 at 4% or $127,963 at 6%; with 50% employer match about $127,963 at 4% or $85,308 at 6%; with 100% employer match about $95,972 at 4% or $63,981 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-8$221,321$61,422$7,678iApproximate average salary by contribution assumption: employee only about $191,944 at 4% or $127,963 at 6%; with 50% employer match about $127,963 at 4% or $85,308 at 6%; with 100% employer match about $95,972 at 4% or $63,981 at 6%.
200817$124,199$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-7$124,199$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
200716$189,131$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-6$189,131$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200615$155,766$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-5$155,766$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200515$122,814$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-5$122,814$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
200415$81,049$7,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-5$81,049$7,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200315$0$0-
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-5---
200215$49,588$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-5$49,588$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200114$56,663$14,075$3,519iApproximate average salary by contribution assumption: employee only about $87,969 at 4% or $58,646 at 6%; with 50% employer match about $58,646 at 4% or $39,097 at 6%; with 100% employer match about $43,984 at 4% or $29,323 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$56,663$14,075$3,519iApproximate average salary by contribution assumption: employee only about $87,969 at 4% or $58,646 at 6%; with 50% employer match about $58,646 at 4% or $39,097 at 6%; with 100% employer match about $43,984 at 4% or $29,323 at 6%.
200014$46,897$8,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-4$46,897$8,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
199913$43,049$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Anderson Financial Services Inc. 401(K) Safe Harbor Plan-3$43,049$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.