AMERICAN LUNG ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN LUNG ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2024 : AMERICAN LUNG ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-08 | 801710 |
| Net assets as of the end of the plan year | 2024-10-08 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 672309 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 500000 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 378 |
| Other income to plan in this plan year | 2024-10-08 | 129401 |
| Plan net income in this plan year | 2024-10-08 | -672309 |
| Net assets as of the end of the plan year | 2024-10-08 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 672309 |
| 2012 : AMERICAN LUNG ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets from this plan | 2012-12-31 | $275,171 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $566,893 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $766,713 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $765,673 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $4,644,160 |
| Value of total assets at beginning of year | 2012-12-31 | $5,119,151 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,040 |
| Total interest from all sources | 2012-12-31 | $13,353 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $44,614 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $44,614 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Other income not declared elsewhere | 2012-12-31 | $112,304 |
| Administrative expenses (other) incurred | 2012-12-31 | $1,040 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-199,820 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,644,160 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,119,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,487,277 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,905,715 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $42,976 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $53,451 |
| Interest earned on other investments | 2012-12-31 | $13,332 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $761,490 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $796,580 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $796,580 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $21 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $352,417 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $363,405 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $391,897 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $4,725 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $765,673 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2012-12-31 | 366055558 |
| 2011 : AMERICAN LUNG ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 2011-12-31 | $352,478 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $133,919 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $367,524 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $365,527 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $229,751 |
| Value of total assets at end of year | 2011-12-31 | $5,119,151 |
| Value of total assets at beginning of year | 2011-12-31 | $5,705,234 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,997 |
| Total interest from all sources | 2011-12-31 | $7,507 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $55,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $55,530 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $229,751 |
| Other income not declared elsewhere | 2011-12-31 | $7,363 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,997 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-233,605 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,119,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,705,234 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,905,715 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,289,858 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $53,451 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $40,568 |
| Interest earned on other investments | 2011-12-31 | $7,489 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $796,580 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $933,131 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $933,131 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $18 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $363,405 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $441,677 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-172,136 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $5,904 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $365,527 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2011-12-31 | 366055558 |
| 2010 : AMERICAN LUNG ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,040,598 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $607,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $604,864 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $471,168 |
| Value of total assets at end of year | 2010-12-31 | $5,705,234 |
| Value of total assets at beginning of year | 2010-12-31 | $5,271,702 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,202 |
| Total interest from all sources | 2010-12-31 | $9,271 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $175,445 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $175,445 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $471,168 |
| Other income not declared elsewhere | 2010-12-31 | $13,248 |
| Administrative expenses (other) incurred | 2010-12-31 | $2,202 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $433,532 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,705,234 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,271,702 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,289,858 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,683,212 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $40,568 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $32,916 |
| Interest earned on other investments | 2010-12-31 | $9,271 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $933,131 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $967,543 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $967,543 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $441,677 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $588,031 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $366,555 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $4,911 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $604,864 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2010-12-31 | 366055558 |
| 2009 : AMERICAN LUNG ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
