AMERICAN INSTITUTE FOR ECONOMIC RESEARCH 401(K) RETIREMENT PLAN 401k Plan overview

AMERICAN INSTITUTE FOR ECONOMIC RESEARCH 401(K) RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	AMERICAN INSTITUTE FOR ECONOMIC RESEARCH
Employer identification number (EIN):	042121305
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	GAIL ROGER	2021-06-03
002	2019-01-01	GAIL ROGER	2020-06-02
002	2018-01-01	GAIL ROGER	2019-05-23
002	2017-01-01	GAIL ROGER	2018-06-21
002	2016-01-01	GAIL ROGER	2017-06-29	GAIL ROGER	2017-06-29
002	2015-01-01	GAIL ROGER	2016-07-26	DAVID C MICHAELS	2016-07-26
002	2014-01-01	GAIL ROGER	2015-07-02
002	2013-01-01	GAIL ROGER	2014-06-13
002	2012-01-01	GAIL ROGER	2013-06-04	GAIL ROGER	2013-06-04
002	2011-01-01	GAIL ROGER	2012-07-05
002	2010-01-01	GAIL ROGER	2011-07-26

Plan Statistics for AMERICAN INSTITUTE FOR ECONOMIC RESEARCH 401(K) RETIREMENT PLAN

Measure	Date	Value
2025: AMERICAN INSTITUTE FOR ECONOMIC RESEARCH 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-08-15	77
Total number of particpants at end of year	2025-08-15	79
Number of Participants With Account Balances	2025-08-15	77
2022: AMERICAN INSTITUTE FOR ECONOMIC RESEARCH 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-06	63
Total number of particpants at end of year	2022-06-06	70
Number of Participants With Account Balances	2022-06-06	64

Financial Data on AMERICAN INSTITUTE FOR ECONOMIC RESEARCH 401(K) RETIREMENT PLAN

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