THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN 401k Plan overview

THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, I
Employer identification number (EIN):	131526422
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	PATRICIA HOPKINS	2021-10-14
002	2019-01-01	CHARLES PARTRIDGE	2020-07-15
002	2018-01-01	CHARLES PARTRIDGE	2019-09-13
002	2017-01-01	CHARLES PARTRIDGE	2018-09-14
002	2016-01-01	PLAN SPONSOR	2017-10-10
002	2015-01-01	CHARLES PARTRIDGE	2016-08-29	CHARLES PARTRIDGE	2016-08-29
002	2014-01-01	CHARLES PARTRIDGE	2015-12-22	CHARLES PARTRIDGE	2015-12-22
002	2014-01-01	CHARLES PARTRIDGE	2015-09-15	CHARLES PARTRIDGE	2015-09-15
002	2013-01-01	CHARLES PARTRIDGE	2014-10-10	CHARLES PARTRIDGE	2014-10-10
002	2012-01-01	CHARLES PARTRIDGE	2013-10-10	CHARLES PARTRIDGE	2013-10-10
002	2011-01-01	CHALRES PARTRIDGE	2012-10-09	CHALRES PARTRIDGE	2012-10-09
002	2010-01-01	CHARLES PARTRIDGE	2011-10-17	CHARLES PARTRIDGE	2011-10-17

Plan Statistics for THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022: THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	83
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	103
Number of participants with account balances	2022-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	79
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	101
Number of participants with account balances	2021-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN

Form 5500 Responses for THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN

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