Civic Intelligence

ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC.

Plan context: ANDERS FINANCIAL INC 401(K) PLAN

EIN 46-0738431 • Winter Park, FL • 6 filings • 1 plans

124 E Welbourne AveWinter Park, FL 32789
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$546,784

2025 Contributions

$71,012

Historical Graphs

Total Assets Over Time

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

$546,784$273,392$0202020232025YearValue
$546,784Latest year 2025

Participants Over Time

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

740202020232025YearValue
5Latest year 2025

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
202515$546,784$71,012$14,202iApproximate average salary by contribution assumption: employee only about $355,060 at 4% or $236,707 at 6%; with 50% employer match about $236,707 at 4% or $157,804 at 6%; with 100% employer match about $177,530 at 4% or $118,353 at 6%.
ANDERS FINANCIAL INC 401(K) PLAN-5$546,784$71,012$14,202iApproximate average salary by contribution assumption: employee only about $355,060 at 4% or $236,707 at 6%; with 50% employer match about $236,707 at 4% or $157,804 at 6%; with 100% employer match about $177,530 at 4% or $118,353 at 6%.
202415$402,557$71,557$14,311iApproximate average salary by contribution assumption: employee only about $357,785 at 4% or $238,523 at 6%; with 50% employer match about $238,523 at 4% or $159,016 at 6%; with 100% employer match about $178,893 at 4% or $119,262 at 6%.
ANDERS FINANCIAL INC 401(K) PLAN-5$402,557$71,557$14,311iApproximate average salary by contribution assumption: employee only about $357,785 at 4% or $238,523 at 6%; with 50% employer match about $238,523 at 4% or $159,016 at 6%; with 100% employer match about $178,893 at 4% or $119,262 at 6%.
202315$288,132$89,101$17,820iApproximate average salary by contribution assumption: employee only about $445,505 at 4% or $297,003 at 6%; with 50% employer match about $297,003 at 4% or $198,002 at 6%; with 100% employer match about $222,753 at 4% or $148,502 at 6%.
ANDERS FINANCIAL INC 401(K) PLAN-5$288,132$89,101$17,820iApproximate average salary by contribution assumption: employee only about $445,505 at 4% or $297,003 at 6%; with 50% employer match about $297,003 at 4% or $198,002 at 6%; with 100% employer match about $222,753 at 4% or $148,502 at 6%.
202217$205,782$123,060$17,580iApproximate average salary by contribution assumption: employee only about $439,500 at 4% or $293,000 at 6%; with 50% employer match about $293,000 at 4% or $195,333 at 6%; with 100% employer match about $219,750 at 4% or $146,500 at 6%.
ANDERS FINANCIAL INC 401(K) PLAN-7$205,782$123,060$17,580iApproximate average salary by contribution assumption: employee only about $439,500 at 4% or $293,000 at 6%; with 50% employer match about $293,000 at 4% or $195,333 at 6%; with 100% employer match about $219,750 at 4% or $146,500 at 6%.
202116$105,501$64,099$10,683iApproximate average salary by contribution assumption: employee only about $267,079 at 4% or $178,053 at 6%; with 50% employer match about $178,053 at 4% or $118,702 at 6%; with 100% employer match about $133,540 at 4% or $89,026 at 6%.
ANDERS FINANCIAL INC 401(K) PLAN-6$105,501$64,099$10,683iApproximate average salary by contribution assumption: employee only about $267,079 at 4% or $178,053 at 6%; with 50% employer match about $178,053 at 4% or $118,702 at 6%; with 100% employer match about $133,540 at 4% or $89,026 at 6%.
202015$29,136$27,311$5,462iApproximate average salary by contribution assumption: employee only about $136,555 at 4% or $91,037 at 6%; with 50% employer match about $91,037 at 4% or $60,691 at 6%; with 100% employer match about $68,278 at 4% or $45,518 at 6%.
ANDERS FINANCIAL INC 401(K) PLAN-5$29,136$27,311$5,462iApproximate average salary by contribution assumption: employee only about $136,555 at 4% or $91,037 at 6%; with 50% employer match about $91,037 at 4% or $60,691 at 6%; with 100% employer match about $68,278 at 4% or $45,518 at 6%.