401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS plan

RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS
Plan identification number	001

RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: AMERICAN ACADEMY OF ARTS AND LETTERS

Employer identification number (EIN): 130429640

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CODY UPTON 2023-04-04
001 2021-01-01 CODY UPTON 2022-03-24
001 2020-01-01 CODY UPTON 2021-07-04 CODY UPTON 2021-07-04
001 2019-01-01 CODY UPTON 2020-10-01
001 2018-01-01 CODY UPTON 2019-09-26 CODY UPTON 2019-09-26
001 2017-01-01 CODY UPTON 2018-09-12 CODY UPTON 2018-09-12
001 2016-01-01 CODY UPTON 2017-09-27 CODY UPTON 2017-09-27
001 2015-01-01 VIRGINIA DAJANI 2016-10-10 VIRGINIA DAJANI 2016-10-10
001 2014-01-01 VIRGINIA DAJANI 2015-06-03 VIRGINIA DAJANI 2015-06-03
001 2013-01-01 VIRGINIA DAJANI 2014-07-28 VIRGINIA DAJANI 2014-07-28
001 2012-01-01 VIRGINIA DAJANI 2013-04-16 VIRGINIA DAJANI 2013-04-16
001 2011-01-01 VIRGINIA DAJANI 2012-06-05 VIRGINIA DAJANI 2012-06-05
001 2010-01-01 VIRGINIA DAJANI 2011-09-19 VIRGINIA DAJANI 2011-09-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CODY UPTON	2023-04-04
001	2021-01-01	CODY UPTON	2022-03-24
001	2020-01-01	CODY UPTON	2021-07-04	CODY UPTON	2021-07-04
001	2019-01-01	CODY UPTON	2020-10-01
001	2018-01-01	CODY UPTON	2019-09-26	CODY UPTON	2019-09-26
001	2017-01-01	CODY UPTON	2018-09-12	CODY UPTON	2018-09-12
001	2016-01-01	CODY UPTON	2017-09-27	CODY UPTON	2017-09-27
001	2015-01-01	VIRGINIA DAJANI	2016-10-10	VIRGINIA DAJANI	2016-10-10
001	2014-01-01	VIRGINIA DAJANI	2015-06-03	VIRGINIA DAJANI	2015-06-03
001	2013-01-01	VIRGINIA DAJANI	2014-07-28	VIRGINIA DAJANI	2014-07-28
001	2012-01-01	VIRGINIA DAJANI	2013-04-16	VIRGINIA DAJANI	2013-04-16
001	2011-01-01	VIRGINIA DAJANI	2012-06-05	VIRGINIA DAJANI	2012-06-05
001	2010-01-01	VIRGINIA DAJANI	2011-09-19	VIRGINIA DAJANI	2011-09-19

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2022 401k membership
Market value of plan assets 2022-12-31 4,452,178
Acturial value of plan assets 2022-12-31 4,452,178
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,007,534
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 739,618
Active participant vested funding target 2022-12-31 1,953,448
Number of active participants 2022-12-31 12
Total funding liabilities for active participants 2022-12-31 2,172,173
Total participant count 2022-12-31 25
Total funding target for all participants 2022-12-31 3,919,325
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 104,305
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 104,305
Present value of excess contributions 2022-12-31 200,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 211,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 211,785
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 330,432
Total employer contributions 2022-12-31 220,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 210,725
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 272,650
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 70,229
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 70,229
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 210,725
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2021 401k membership
Market value of plan assets 2021-12-31 3,881,420
Acturial value of plan assets 2021-12-31 3,881,420
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,045,699
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 428,645
Active participant vested funding target 2021-12-31 1,778,530
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 1,941,636
Total participant count 2021-12-31 25
Total funding target for all participants 2021-12-31 3,415,980
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 77,394
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 77,394
Present value of excess contributions 2021-12-31 16,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 17,097
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 17,097
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 104,305
Total employer contributions 2021-12-31 210,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 200,326
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 283,318
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 200,326
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2020 401k membership
Market value of plan assets 2020-12-31 3,494,627
Acturial value of plan assets 2020-12-31 3,494,627
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 739,807
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 1,257,211
Active participant vested funding target 2020-12-31 1,364,367
Number of active participants 2020-12-31 14
Total funding liabilities for active participants 2020-12-31 1,461,068
Total participant count 2020-12-31 28
Total funding target for all participants 2020-12-31 3,458,086
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 105,252
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 60,000
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 45,252
Present value of excess contributions 2020-12-31 22,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 27,368
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 22,603
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 77,394
Total employer contributions 2020-12-31 406,248
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 388,531
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 277,227
Net shortfall amortization installment of oustanding balance 2020-12-31 371,017
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 372,376
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 372,376
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 388,531
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2019 401k membership
Market value of plan assets 2019-12-31 2,998,082
Acturial value of plan assets 2019-12-31 2,998,082
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 600,232
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 1,646,461
Active participant vested funding target 2019-12-31 1,112,547
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 1,122,494
Total participant count 2019-12-31 25
Total funding target for all participants 2019-12-31 3,369,187
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 105,362
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 105,362
Present value of excess contributions 2019-12-31 7,580
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 8,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 8,021
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 105,639
Total employer contributions 2019-12-31 293,133
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 276,658
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 215,416
Net shortfall amortization installment of oustanding balance 2019-12-31 476,744
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 314,117
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 60,000
Additional cash requirement 2019-12-31 254,117
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 276,658
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2018 401k membership
Market value of plan assets 2018-12-31 3,173,435
Acturial value of plan assets 2018-12-31 3,173,435
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 667,632
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 1,491,646
Active participant vested funding target 2018-12-31 1,055,113
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 1,055,113
Total participant count 2018-12-31 22
Total funding target for all participants 2018-12-31 3,214,391
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 162,667
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 162,667
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 90,196
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 105,362
Total employer contributions 2018-12-31 209,940
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 193,181
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 146,312
Net shortfall amortization installment of oustanding balance 2018-12-31 146,318
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 185,601
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 185,601
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 193,181
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2017 401k membership
Market value of plan assets 2017-12-31 2,672,176
Acturial value of plan assets 2017-12-31 2,672,176
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 657,981
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 564,890
Active participant vested funding target 2017-12-31 1,608,151
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,608,151
Total participant count 2017-12-31 23
Total funding target for all participants 2017-12-31 2,831,022
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 247,452
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 247,452
Present value of excess contributions 2017-12-31 26,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 28,307
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 28,307
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 130,834
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 162,667
Total employer contributions 2017-12-31 194,353
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 176,048
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 109,507
Net shortfall amortization installment of oustanding balance 2017-12-31 321,513
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 169,496
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 169,496
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 176,048
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2016 401k membership
Market value of plan assets 2016-12-31 2,472,794
Acturial value of plan assets 2016-12-31 2,472,794
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 654,883
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 499,022
Active participant vested funding target 2016-12-31 1,438,187
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 1,441,590
Total participant count 2016-12-31 24
Total funding target for all participants 2016-12-31 2,595,495
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 251,479
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 251,479
Present value of excess contributions 2016-12-31 2,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 2,713
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 2,713
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 247,452
Total employer contributions 2016-12-31 191,225
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 176,320
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 88,518
Net shortfall amortization installment of oustanding balance 2016-12-31 370,153
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 149,676
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 149,676
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 176,320
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2022 401k membership
Market value of plan assets	2022-12-31	4,452,178
Acturial value of plan assets	2022-12-31	4,452,178
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,007,534
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	739,618
Active participant vested funding target	2022-12-31	1,953,448
Number of active participants	2022-12-31	12
Total funding liabilities for active participants	2022-12-31	2,172,173
Total participant count	2022-12-31	25
Total funding target for all participants	2022-12-31	3,919,325
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	104,305
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	104,305
Present value of excess contributions	2022-12-31	200,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	211,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	211,785
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	330,432
Total employer contributions	2022-12-31	220,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	210,725
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	272,650
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	70,229
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	70,229
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	210,725
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2021 401k membership
Market value of plan assets	2021-12-31	3,881,420
Acturial value of plan assets	2021-12-31	3,881,420
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,045,699
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	428,645
Active participant vested funding target	2021-12-31	1,778,530
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	1,941,636
Total participant count	2021-12-31	25
Total funding target for all participants	2021-12-31	3,415,980
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	77,394
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	77,394
Present value of excess contributions	2021-12-31	16,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	17,097
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	17,097
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	104,305
Total employer contributions	2021-12-31	210,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	200,326
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	283,318
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	200,326
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2020 401k membership
Market value of plan assets	2020-12-31	3,494,627
Acturial value of plan assets	2020-12-31	3,494,627
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	739,807
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	1,257,211
Active participant vested funding target	2020-12-31	1,364,367
Number of active participants	2020-12-31	14
Total funding liabilities for active participants	2020-12-31	1,461,068
Total participant count	2020-12-31	28
Total funding target for all participants	2020-12-31	3,458,086
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	105,252
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	60,000
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	45,252
Present value of excess contributions	2020-12-31	22,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	27,368
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	22,603
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	77,394
Total employer contributions	2020-12-31	406,248
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	388,531
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	277,227
Net shortfall amortization installment of oustanding balance	2020-12-31	371,017
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	372,376
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	372,376
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	388,531
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2019 401k membership
Market value of plan assets	2019-12-31	2,998,082
Acturial value of plan assets	2019-12-31	2,998,082
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	600,232
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	1,646,461
Active participant vested funding target	2019-12-31	1,112,547
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	1,122,494
Total participant count	2019-12-31	25
Total funding target for all participants	2019-12-31	3,369,187
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	105,362
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	105,362
Present value of excess contributions	2019-12-31	7,580
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	8,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	8,021
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	105,639
Total employer contributions	2019-12-31	293,133
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	276,658
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	215,416
Net shortfall amortization installment of oustanding balance	2019-12-31	476,744
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	314,117
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	60,000
Additional cash requirement	2019-12-31	254,117
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	276,658
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2018 401k membership
Market value of plan assets	2018-12-31	3,173,435
Acturial value of plan assets	2018-12-31	3,173,435
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	667,632
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	1,491,646
Active participant vested funding target	2018-12-31	1,055,113
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,055,113
Total participant count	2018-12-31	22
Total funding target for all participants	2018-12-31	3,214,391
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	162,667
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	162,667
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	90,196
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	105,362
Total employer contributions	2018-12-31	209,940
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	193,181
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	146,312
Net shortfall amortization installment of oustanding balance	2018-12-31	146,318
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	185,601
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	185,601
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	193,181
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2017 401k membership
Market value of plan assets	2017-12-31	2,672,176
Acturial value of plan assets	2017-12-31	2,672,176
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	657,981
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	564,890
Active participant vested funding target	2017-12-31	1,608,151
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,608,151
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	2,831,022
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	247,452
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	247,452
Present value of excess contributions	2017-12-31	26,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	28,307
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	28,307
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	130,834
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	162,667
Total employer contributions	2017-12-31	194,353
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	176,048
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	109,507
Net shortfall amortization installment of oustanding balance	2017-12-31	321,513
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	169,496
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	169,496
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	176,048
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN ACADEMY OF ARTS AND LETTERS 2016 401k membership
Market value of plan assets	2016-12-31	2,472,794
Acturial value of plan assets	2016-12-31	2,472,794
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	654,883
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	499,022
Active participant vested funding target	2016-12-31	1,438,187
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	1,441,590
Total participant count	2016-12-31	24
Total funding target for all participants	2016-12-31	2,595,495
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	251,479
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	251,479
Present value of excess contributions	2016-12-31	2,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	2,713
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	2,713
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	247,452
Total employer contributions	2016-12-31	191,225
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	176,320
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	88,518
Net shortfall amortization installment of oustanding balance	2016-12-31	370,153
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	149,676
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	149,676
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	176,320
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	AMERICAN ACADEMY OF ARTS AND LETTERS
Employer identification number (EIN):	130429640
NAIC Classification:	611000