401k Plan data: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS plan

MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 401k Plan overview

Plan Name	MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS
Plan identification number	001

MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

AMERICAN INSTITUTE OF PHYSICS has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN INSTITUTE OF PHYSICS

Employer identification number (EIN): 131667053

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CATHERINE SWARTZ CATHERINE SWARTZ 2018-10-12
001 2016-01-01 CATHERINE SWARTZ
001 2015-01-01 CATHERINE SWARTZ
001 2014-01-01 CATHERINE SWARTZ CATHERINE SWARTZ 2015-08-18
001 2014-01-01 CATHERINE SWARTZ
001 2013-01-01 THERESA BRAUN CATHERINE SWARTZ 2014-10-15
001 2012-01-01 THERESA BRAUN CATHERINE SWARTZ 2013-10-15
001 2011-01-01 RICHARD BACCANTE THERESA BRAUN 2012-10-15
001 2009-01-01 THERESA BRAUN RICHARD BACCANTE 2010-10-15
001 2009-01-01 RICHARD BACCANTE THERESA BRAUN 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CATHERINE SWARTZ	CATHERINE SWARTZ	2018-10-12
001	2016-01-01	CATHERINE SWARTZ
001	2015-01-01	CATHERINE SWARTZ
001	2014-01-01	CATHERINE SWARTZ	CATHERINE SWARTZ	2015-08-18
001	2014-01-01	CATHERINE SWARTZ
001	2013-01-01	THERESA BRAUN	CATHERINE SWARTZ	2014-10-15
001	2012-01-01	THERESA BRAUN	CATHERINE SWARTZ	2013-10-15
001	2011-01-01	RICHARD BACCANTE	THERESA BRAUN	2012-10-15
001	2009-01-01	THERESA BRAUN	RICHARD BACCANTE	2010-10-15
001	2009-01-01	RICHARD BACCANTE	THERESA BRAUN	2010-10-15

Plan Statistics for MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS

401k plan membership statisitcs for MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS

Measure Date Value
2022: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 230
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 874
Total of all active and inactive participants 2022-01-01 1,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 38
Total participants 2022-01-01 1,142
Number of participants with account balances 2022-01-01 1,111
2021: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,155
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 279
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 854
Total of all active and inactive participants 2021-01-01 1,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 33
Total participants 2021-01-01 1,166
Number of participants with account balances 2021-01-01 1,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,136
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 295
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 857
Total of all active and inactive participants 2020-01-01 1,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 1,162
Number of participants with account balances 2020-01-01 1,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,140
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 259
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 870
Total of all active and inactive participants 2019-01-01 1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 1,136
Number of participants with account balances 2019-01-01 1,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 250
Number of other retired or separated participants entitled to future benefits 2018-01-01 884
Total of all active and inactive participants 2018-01-01 1,134
Total participants 2018-01-01 1,134
Number of participants with account balances 2018-01-01 1,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 257
Number of other retired or separated participants entitled to future benefits 2017-01-01 885
Total of all active and inactive participants 2017-01-01 1,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 8
Total participants 2017-01-01 1,150
Number of participants with account balances 2017-01-01 1,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,161
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 287
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 856
Total of all active and inactive participants 2016-01-01 1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 5
Total participants 2016-01-01 1,148
Number of participants with account balances 2016-01-01 1,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 328
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 827
Total of all active and inactive participants 2015-01-01 1,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 1,161
Number of participants with account balances 2015-01-01 1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,173
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 199
Number of retired or separated participants receiving benefits 2014-01-01 257
Number of other retired or separated participants entitled to future benefits 2014-01-01 688
Total of all active and inactive participants 2014-01-01 1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 11
Total participants 2014-01-01 1,155
Number of participants with account balances 2014-01-01 1,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 273
Number of retired or separated participants receiving benefits 2013-01-01 267
Number of other retired or separated participants entitled to future benefits 2013-01-01 624
Total of all active and inactive participants 2013-01-01 1,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 9
Total participants 2013-01-01 1,173
Number of participants with account balances 2013-01-01 1,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,245
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 306
Number of retired or separated participants receiving benefits 2012-01-01 251
Number of other retired or separated participants entitled to future benefits 2012-01-01 620
Total of all active and inactive participants 2012-01-01 1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 1,183
Number of participants with account balances 2012-01-01 1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,225
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 379
Number of retired or separated participants receiving benefits 2011-01-01 253
Number of other retired or separated participants entitled to future benefits 2011-01-01 607
Total of all active and inactive participants 2011-01-01 1,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 6
Total participants 2011-01-01 1,245
Number of participants with account balances 2011-01-01 1,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,211
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 420
Number of retired or separated participants receiving benefits 2009-01-01 120
Number of other retired or separated participants entitled to future benefits 2009-01-01 690
Total of all active and inactive participants 2009-01-01 1,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 1,234
Number of participants with account balances 2009-01-01 1,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	230
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	874
Total of all active and inactive participants	2022-01-01	1,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	38
Total participants	2022-01-01	1,142
Number of participants with account balances	2022-01-01	1,111
2021: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,155
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	279
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	854
Total of all active and inactive participants	2021-01-01	1,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	33
Total participants	2021-01-01	1,166
Number of participants with account balances	2021-01-01	1,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,136
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	295
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	857
Total of all active and inactive participants	2020-01-01	1,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	1,162
Number of participants with account balances	2020-01-01	1,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,140
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	259
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	870
Total of all active and inactive participants	2019-01-01	1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	1,136
Number of participants with account balances	2019-01-01	1,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	250
Number of other retired or separated participants entitled to future benefits	2018-01-01	884
Total of all active and inactive participants	2018-01-01	1,134
Total participants	2018-01-01	1,134
Number of participants with account balances	2018-01-01	1,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	257
Number of other retired or separated participants entitled to future benefits	2017-01-01	885
Total of all active and inactive participants	2017-01-01	1,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	8
Total participants	2017-01-01	1,150
Number of participants with account balances	2017-01-01	1,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,161
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	287
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	856
Total of all active and inactive participants	2016-01-01	1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	1,148
Number of participants with account balances	2016-01-01	1,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	328
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	827
Total of all active and inactive participants	2015-01-01	1,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	1,161
Number of participants with account balances	2015-01-01	1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,173
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	199
Number of retired or separated participants receiving benefits	2014-01-01	257
Number of other retired or separated participants entitled to future benefits	2014-01-01	688
Total of all active and inactive participants	2014-01-01	1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	11
Total participants	2014-01-01	1,155
Number of participants with account balances	2014-01-01	1,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	273
Number of retired or separated participants receiving benefits	2013-01-01	267
Number of other retired or separated participants entitled to future benefits	2013-01-01	624
Total of all active and inactive participants	2013-01-01	1,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	9
Total participants	2013-01-01	1,173
Number of participants with account balances	2013-01-01	1,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,245
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	306
Number of retired or separated participants receiving benefits	2012-01-01	251
Number of other retired or separated participants entitled to future benefits	2012-01-01	620
Total of all active and inactive participants	2012-01-01	1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	1,183
Number of participants with account balances	2012-01-01	1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,225
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	379
Number of retired or separated participants receiving benefits	2011-01-01	253
Number of other retired or separated participants entitled to future benefits	2011-01-01	607
Total of all active and inactive participants	2011-01-01	1,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	6
Total participants	2011-01-01	1,245
Number of participants with account balances	2011-01-01	1,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,211
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	420
Number of retired or separated participants receiving benefits	2009-01-01	120
Number of other retired or separated participants entitled to future benefits	2009-01-01	690
Total of all active and inactive participants	2009-01-01	1,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	1,234
Number of participants with account balances	2009-01-01	1,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS

Measure	Date	Value
2022 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-12,965,730
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,122,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,062,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,491,543
Value of total assets at end of year	2022-12-31	$118,148,768
Value of total assets at beginning of year	2022-12-31	$137,237,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$59,997
Total interest from all sources	2022-12-31	$1,636,033
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$607,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$607,593
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$35,289
Participant contributions at beginning of year	2022-12-31	$17,914
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,282
Other income not declared elsewhere	2022-12-31	$155,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-19,088,618
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$118,148,768
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$137,237,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$72,655,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$92,470,337
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,238,805
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,955,564
Interest on participant loans	2022-12-31	$1,092
Interest earned on other investments	2022-12-31	$1,634,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$39,219,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$38,793,571
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$589,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-18,345,415
Net investment gain/loss from pooled separate accounts	2022-12-31	$489,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,489,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,473,406
Contract administrator fees	2022-12-31	$59,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO
Accountancy firm EIN	2022-12-31	135831590
2021 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$9,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$18,578,310
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,386,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,302,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,515,626
Value of total assets at end of year	2021-12-31	$137,237,386
Value of total assets at beginning of year	2021-12-31	$127,035,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$83,998
Total interest from all sources	2021-12-31	$1,385,031
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$967,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$967,075
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$17,914
Participant contributions at beginning of year	2021-12-31	$1,710
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$20,933
Other income not declared elsewhere	2021-12-31	$186,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,191,719
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$137,237,386
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$127,035,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$92,470,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$82,571,330
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,955,564
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,239,818
Interest on participant loans	2021-12-31	$356
Interest earned on other investments	2021-12-31	$1,384,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$38,793,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$39,222,848
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$218,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$12,590,507
Net investment gain/loss from pooled separate accounts	2021-12-31	$933,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,494,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,083,789
Contract administrator fees	2021-12-31	$83,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO
Accountancy firm EIN	2021-12-31	135381590
2020 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$17,606,864
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,902,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,858,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,896,555
Value of total assets at end of year	2020-12-31	$127,035,707
Value of total assets at beginning of year	2020-12-31	$117,331,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,637
Total interest from all sources	2020-12-31	$1,597,363
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$383,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$383,384
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$1,710
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$476,180
Other income not declared elsewhere	2020-12-31	$157,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,704,192
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$127,035,707
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$117,331,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$82,571,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$72,714,044
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,239,819
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,892,112
Interest on participant loans	2020-12-31	$8
Interest earned on other investments	2020-12-31	$1,597,355
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$39,222,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$38,725,359
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$841,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,623,342
Net investment gain/loss from pooled separate accounts	2020-12-31	$-51,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,420,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,016,247
Contract administrator fees	2020-12-31	$44,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO
Accountancy firm EIN	2020-12-31	135381590
2019 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$19,383,409
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,717,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,709,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,790,732
Value of total assets at end of year	2019-12-31	$117,331,515
Value of total assets at beginning of year	2019-12-31	$103,665,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,620
Total interest from all sources	2019-12-31	$1,570,193
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$190,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$190,030
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$568,749
Other income not declared elsewhere	2019-12-31	$27,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$13,665,535
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$117,331,515
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$103,665,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$72,714,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$59,189,467
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,892,112
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,791,454
Interest earned on other investments	2019-12-31	$1,570,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$38,725,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$38,685,059
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$982,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$14,489,732
Net investment gain/loss from pooled separate accounts	2019-12-31	$315,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,221,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,726,336
Contract administrator fees	2019-12-31	$8,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO
Accountancy firm EIN	2019-12-31	135381590
2018 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$48,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-579,506
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$6,802,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,784,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,122,843
Value of total assets at end of year	2018-12-31	$103,665,981
Value of total assets at beginning of year	2018-12-31	$110,999,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,726
Total interest from all sources	2018-12-31	$1,690,791
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$225,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$225,917
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,619
Other income not declared elsewhere	2018-12-31	$27,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-7,381,954
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$103,665,981
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$110,999,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$59,189,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$65,884,725
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,791,454
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,767,237
Interest earned on other investments	2018-12-31	$1,690,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$38,685,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$39,347,798
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$662,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,917,750
Net investment gain/loss from pooled separate accounts	2018-12-31	$271,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,120,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,121,970
Contract administrator fees	2018-12-31	$17,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO
Accountancy firm EIN	2018-12-31	135381590
2017 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$17,273,356
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,224,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,175,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,039,123
Value of total assets at end of year	2017-12-31	$110,999,761
Value of total assets at beginning of year	2017-12-31	$99,951,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$49,525
Total interest from all sources	2017-12-31	$1,612,891
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$96,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$96,733
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$413
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,977,582
Other income not declared elsewhere	2017-12-31	$23,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,048,452
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$110,999,761
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$99,951,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$65,884,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$55,856,318
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,767,237
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,153,079
Interest earned on other investments	2017-12-31	$1,612,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$39,347,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$38,941,912
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$216,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$11,266,731
Net investment gain/loss from pooled separate accounts	2017-12-31	$234,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,061,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,959,306
Contract administrator fees	2017-12-31	$49,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO
Accountancy firm EIN	2017-12-31	135381590
2016 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,709,992
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,688,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,650,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,995,380
Value of total assets at end of year	2016-12-31	$99,951,309
Value of total assets at beginning of year	2016-12-31	$95,929,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$38,010
Total interest from all sources	2016-12-31	$1,731,487
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$58,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$58,628
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$36,408
Other income not declared elsewhere	2016-12-31	$21,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,021,695
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$99,951,309
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$95,929,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$55,856,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$53,139,647
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,153,079
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,608,886
Interest earned on other investments	2016-12-31	$1,731,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$38,941,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$38,181,081
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$133,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,655,657
Net investment gain/loss from pooled separate accounts	2016-12-31	$247,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,958,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,516,625
Contract administrator fees	2016-12-31	$38,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,091,313
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,859,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,826,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,972,915
Value of total assets at end of year	2015-12-31	$95,929,614
Value of total assets at beginning of year	2015-12-31	$98,697,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,998
Total interest from all sources	2015-12-31	$1,616,622
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$50,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$50,410
Administrative expenses professional fees incurred	2015-12-31	$32,454
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$27,741
Other income not declared elsewhere	2015-12-31	$41,113
Administrative expenses (other) incurred	2015-12-31	$544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,768,325
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$95,929,614
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$98,697,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$53,139,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$56,035,350
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,608,886
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,310,461
Interest earned on other investments	2015-12-31	$1,616,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$38,181,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$38,352,128
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$385,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$64,428
Net investment gain/loss from pooled separate accounts	2015-12-31	$345,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,945,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,441,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RSM, LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$8,070,962
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,008,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,995,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,244,733
Value of total assets at end of year	2014-12-31	$98,697,938
Value of total assets at beginning of year	2014-12-31	$95,635,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,224
Total interest from all sources	2014-12-31	$1,658,793
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$19,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$19,588
Administrative expenses professional fees incurred	2014-12-31	$8,070
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$130,582
Other income not declared elsewhere	2014-12-31	$41,402
Administrative expenses (other) incurred	2014-12-31	$5,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,062,031
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$98,697,938
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$95,635,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$56,035,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$53,277,316
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,310,460
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,869,908
Interest earned on other investments	2014-12-31	$1,658,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$38,352,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$38,488,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,678,544
Net investment gain/loss from pooled separate accounts	2014-12-31	$469,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,114,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,995,707
Contract administrator fees	2014-12-31	$8,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$14,193,932
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,081,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,081,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,152,702
Value of total assets at end of year	2013-12-31	$95,635,907
Value of total assets at beginning of year	2013-12-31	$85,523,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$1,587,865
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$9,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$9,990
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$10,112,865
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$95,635,907
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$85,523,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$53,277,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$44,778,160
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,869,908
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,196,263
Interest earned on other investments	2013-12-31	$1,587,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$38,488,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$37,548,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$10,121,457
Net investment gain/loss from pooled separate accounts	2013-12-31	$321,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,146,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,081,067
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$9,569,273
Total of all expenses incurred	2012-12-31	$3,326,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,326,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,186,184
Value of total assets at end of year	2012-12-31	$85,523,042
Value of total assets at beginning of year	2012-12-31	$79,280,289
Total interest from all sources	2012-12-31	$1,516,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$47,613
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	$6,242,753
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$85,523,042
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$79,280,289
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	$44,778,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$39,209,997
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,196,263
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,769,934
Interest earned on other investments	2012-12-31	$1,516,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$37,548,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$37,300,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,584,613
Net investment gain/loss from pooled separate accounts	2012-12-31	$281,807
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
Contributions received in cash from employer	2012-12-31	$2,138,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,326,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2011 401k financial data
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	$3,606,879
Total of all expenses incurred	2011-12-31	$5,067,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,067,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,578,730
Value of total assets at end of year	2011-12-31	$79,280,289
Value of total assets at beginning of year	2011-12-31	$80,740,690
Total interest from all sources	2011-12-31	$1,524,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
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	$-1,460,401
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$79,280,289
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$80,740,690
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	$39,209,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$40,488,452
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,769,934
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,188,436
Interest earned on other investments	2011-12-31	$1,524,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$37,300,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$38,063,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-797,299
Net investment gain/loss from pooled separate accounts	2011-12-31	$300,901
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
Contributions received in cash from employer	2011-12-31	$2,575,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,067,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$10,285
Total income from all sources (including contributions)	2010-12-31	$9,089,321
Total of all expenses incurred	2010-12-31	$4,525,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,525,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,747,747
Value of total assets at end of year	2010-12-31	$80,740,689
Value of total assets at beginning of year	2010-12-31	$76,187,068
Total interest from all sources	2010-12-31	$279,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$10,285
Other income not declared elsewhere	2010-12-31	$1,161,392
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	$4,563,906
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$80,740,689
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$76,176,783
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	$40,488,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$37,297,224
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,188,436
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,965,376
Interest earned on other investments	2010-12-31	$279,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$38,063,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$36,924,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,649,533
Net investment gain/loss from pooled separate accounts	2010-12-31	$251,604
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
Contributions received in cash from employer	2010-12-31	$2,747,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,525,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	MCGLADREY & PULLEN LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS

2022: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: MONEY PURCHASE PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	964
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	997
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1029
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1041
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1057
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1072
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1145
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1155
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1173
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1183
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150466

Policy instance

Insurance contract or identification number	150466
Number of Individuals Covered	1245
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

Policy instance

Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AMERICAN INSTITUTE OF PHYSICS
Employer identification number (EIN):	131667053
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services