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AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameAMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN
Plan identification number 001

AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

AMERICAN ACADEMY OF ARTS AND SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY OF ARTS AND SCIENCES
Employer identification number (EIN):042103651
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHELLY JACKSON2024-07-09 SUSAN CHUDD2024-07-09
0012022-01-01SHELLY JACKSON2023-07-20 SUSAN CHUDD2023-07-20
0012021-01-01STEVEN DANSBY2022-10-15 STEVEN DANSBY2022-10-15
0012021-01-01STEVEN DANSBY2022-10-15 STEVEN DANSBY2022-10-15
0012020-01-01STEVEN DANSBY2021-07-30 STEVEN DANSBY2021-07-30
0012019-01-01DANIEL BORCHELT2020-07-18 DANIEL BORCHELT2020-07-18
0012018-01-01DANIEL BORCHELT2019-09-12
0012017-01-01DANIEL BORCHELT2018-06-05 DANIEL BORCHELT2018-06-05
0012014-01-01DANIEL BORCHELT2015-07-14 DANIEL BORCHELT2015-07-14
0012013-01-01DANIEL BORCHELT2014-06-16
0012012-01-01DANIEL BORCHELT2013-03-05 DANIEL BORCHELT2013-03-05
0012011-01-01DANIEL BORCHELT2012-09-10
0012010-01-01DANIEL BORCHELT2012-09-11
0012009-01-01DANIEL BORCHELT

Plan Statistics for AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025: AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1596
Total number of particpants at end of year2025-10-15102
Number of Participants With Account Balances2025-10-15102
2024: AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0991
Total number of particpants at end of year2024-07-0996
Number of Participants With Account Balances2024-07-0996
2009: AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0191
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01103
Number of participants with account balances2009-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-151517702
Net assets as of the end of the plan year2025-10-1511793105
Total assets as of the beginning of the plan year2025-10-1511361903
Other income to plan in this plan year2025-10-151229760
Plan net income in this plan year2025-10-15431201
Net assets as of the end of the plan year2025-10-1511793105
Net assets as of the beginning of the plan year2025-10-1511361903
Employer contributions to plan in this plan year2025-10-15719143
2024 : AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-09227168
Net assets as of the end of the plan year2024-07-0911361903
Total assets as of the beginning of the plan year2024-07-099681331
Other income to plan in this plan year2024-07-091379352
Plan net income in this plan year2024-07-091680572
Net assets as of the end of the plan year2024-07-0911361903
Net assets as of the beginning of the plan year2024-07-099681331
Employer contributions to plan in this plan year2024-07-09528388

Form 5500 Responses for AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN

2009: AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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