Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Andreini & Company 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Andreini and Company · California · Finance & Insurance

What the 2023 filing shows

Andreini & Company 401(k) Profit Sharing Plan holds N/A for 159 participants.

N/A
total plan assets (2022 EOY)
159
covered participants
$-35,665,808
reported net income

The plan reported a net loss of $36M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
159
State
Industry
Finance & Insurance

What the Filing Says About Andreini & Company 401(k) Profit Sharing Plan

Andreini & Company 401(k) Profit Sharing Plan is a Profit Sharing retirement plan sponsored by Andreini and Company, headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 159 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 941482568, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-35,665,808 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$36M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-35,665,808
Plan TypeProfit Sharing
Employer EIN941482568
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Andreini & Company 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Andreini & Company 401(k) Profit Sharing Plan holds N/A in total assets with 159 participants. It is sponsored by Andreini and Company.
What type of plan is Andreini & Company 401(k) Profit Sharing Plan?
Andreini & Company 401(k) Profit Sharing Plan is a Profit Sharing plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 941482568.
Who sponsors the Andreini & Company 401(k) Profit Sharing Plan?
Andreini & Company 401(k) Profit Sharing Plan is sponsored by Andreini and Company, located in California. The sponsor's EIN is 941482568 and the plan operates in the Finance & Insurance industry.
How did Andreini & Company 401(k) Profit Sharing Plan perform in 2022?
Andreini & Company 401(k) Profit Sharing Plan held N/A in total assets at the end of 2022. Net income was $-35,665,808.
Where can I find official filings for Andreini & Company 401(k) Profit Sharing Plan?
Official Form 5500 filings for Andreini & Company 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941482568 or plan name at efast.dol.gov.
How does Andreini & Company 401(k) Profit Sharing Plan compare to other plans?
You can compare Andreini & Company 401(k) Profit Sharing Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 941482568.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.