Plan5500

Andersen Tax LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Andersen Tax LLC (EIN 33-1197384) is a plan sponsor located in San Francisco, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-1197384
Location
San Francisco, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Andersen Tax LLC

  • 3 loaded plans hold $282.8M in reported assets.
  • The largest, Andersen Tax LLC Tax Reduction Investment Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4,288 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$282.8MSummed across loaded plans$282,821,410
Total reported assets$282.8M$282,825,371
Total reported participants4.3K4,288
Total reported liabilities$4K$3,961

Reported net position

Reported assets = net assets + liabilities (summed)$282.8M total assets
Net assets$282.8MLiabilities$4K
Contributions & income
Employer contributions$3.6M
Participant contributions$22.6M
Total income / additions$75.5M
Expenses & distributions
Benefits paid / distributions$8M
Total expenses$8.2M
Net increase / (decrease)$67.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Andersen Tax LLC Tax Reduction Investment Plan
Participants per plan1,429Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Andersen Tax LLC Tax Reduction Investment Plan$282.8M
    Plan #001 · 2,152 participants · 2023
  2. 2
    The Andersen Tax LLC Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,680 participants · 2023
  3. 3
    The Andersen Tax LLC Fsa Benefit Plannot reported in the loaded dataset
    Plan #502 · 456 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Andersen Tax LLC. Open one for its full reported snapshot.

  1. 2023
    The Andersen Tax LLC Fsa Benefit Plan456 participants · 2No schedules
    View filing →
  2. 2023
    The Andersen Tax LLC Employee Benefit Plan1,680 participants · 2No schedules
    View filing →
  3. 2023
    Andersen Tax LLC Tax Reduction Investment Plan2,152 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Andersen Tax LLC report on Form 5500?
Andersen Tax LLC (EIN 33-1197384) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Andersen Tax LLC?
The Employer Identification Number (EIN) reported for Andersen Tax LLC is 33-1197384.
What is the latest Form 5500 filing year for Andersen Tax LLC?
The latest loaded Form 5500 filing year for Andersen Tax LLC is 2023.

Related Form 5500 pages