?>
Logo

THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 401k Plan overview

Plan NameTHE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN
Plan identification number 002

THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE AMERICAN PSYCHOANALYTIC ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:THE AMERICAN PSYCHOANALYTIC ASSOCIATION
Employer identification number (EIN):131685533
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DEAN STEIN2018-07-13 DEAN STEIN2018-07-13
0022016-01-01DEAN STEIN2017-07-14 DEAN STEIN2017-07-14
0022015-01-01DEAN STEIN2016-03-30 DEAN STEIN2016-03-30
0022014-01-01DEAN STEIN2015-04-24 DEAN STEIN2015-04-24
0022013-01-01DEAN STEIN2014-04-15 DEAN STEIN2014-04-15
0022012-01-01DEAN K STEIN2013-03-25 DEAN K STEIN2013-03-25
0022011-01-01DEAN STEIN2012-06-20 DEAN STEIN2012-06-20
0022010-01-01DEAN STEIN2011-07-14 DEAN STEIN2011-07-14

Plan Statistics for THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN

401k plan membership statisitcs for THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN

Measure Date Value
2022: THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,537,035
Acturial value of plan assets2022-12-312,537,035
Funding target for retired participants and beneficiaries receiving payment2022-12-31489,520
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-31200,133
Active participant vested funding target2022-12-311,282,512
Number of active participants2022-12-318
Total funding liabilities for active participants2022-12-311,282,512
Total participant count2022-12-3115
Total funding target for all participants2022-12-311,972,165
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31445,149
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31445,149
Present value of excess contributions2022-12-3165,085
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3168,730
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3168,730
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31574,864
Total employer contributions2022-12-3170,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3168,894
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3113,300
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3113,300
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3113,300
Contributions allocatedtoward minimum required contributions for current year2022-12-3168,894
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,238,124
Acturial value of plan assets2021-12-313,238,124
Funding target for retired participants and beneficiaries receiving payment2021-12-31511,568
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-31931,319
Active participant vested funding target2021-12-311,167,789
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-311,167,789
Total participant count2021-12-3115
Total funding target for all participants2021-12-312,610,676
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31354,444
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31354,444
Present value of excess contributions2021-12-3148,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3151,610
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3151,610
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31445,149
Total employer contributions2021-12-3165,844
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3165,085
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3114,600
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3165,085
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,948,939
Acturial value of plan assets2020-12-312,948,939
Funding target for retired participants and beneficiaries receiving payment2020-12-31547,294
Number of terminated vested participants2020-12-314
Fundng target for terminated vested participants2020-12-31901,111
Active participant vested funding target2020-12-311,132,190
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-311,132,190
Total participant count2020-12-3115
Total funding target for all participants2020-12-312,580,595
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31660,690
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31104,995
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31555,695
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-31292,718
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31354,444
Total employer contributions2020-12-3150,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3148,952
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3113,900
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3148,952
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,539,944
Acturial value of plan assets2019-12-312,539,944
Funding target for retired participants and beneficiaries receiving payment2019-12-31566,527
Number of terminated vested participants2019-12-314
Fundng target for terminated vested participants2019-12-31827,477
Active participant vested funding target2019-12-311,047,062
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,047,062
Total participant count2019-12-3115
Total funding target for all participants2019-12-312,441,066
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31584,801
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31584,801
Present value of excess contributions2019-12-3188,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3193,608
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3193,608
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31660,690
Total employer contributions2019-12-3177,248
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3173,872
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3185,829
Net shortfall amortization installment of oustanding balance2019-12-31561,812
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31177,117
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31103,245
Additional cash requirement2019-12-3173,872
Contributions allocatedtoward minimum required contributions for current year2019-12-3173,872
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,468,937
Acturial value of plan assets2018-12-312,468,937
Funding target for retired participants and beneficiaries receiving payment2018-12-31588,396
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-31154,013
Active participant vested funding target2018-12-311,448,505
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-311,448,505
Total participant count2018-12-3115
Total funding target for all participants2018-12-312,190,914
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31455,680
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31455,680
Present value of excess contributions2018-12-3177,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3182,642
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3182,642
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31584,801
Total employer contributions2018-12-31230,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31220,821
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31132,378
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31132,378
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31132,378
Contributions allocatedtoward minimum required contributions for current year2018-12-31220,821
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,131,165
Acturial value of plan assets2017-12-312,131,165
Funding target for retired participants and beneficiaries receiving payment2017-12-31579,725
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-31135,508
Active participant vested funding target2017-12-311,182,059
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,182,059
Total participant count2017-12-3115
Total funding target for all participants2017-12-311,897,292
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31382,092
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31382,092
Present value of excess contributions2017-12-3145,416
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3148,255
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3148,255
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31455,680
Total employer contributions2017-12-31200,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31192,367
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31114,432
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31114,432
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31114,432
Contributions allocatedtoward minimum required contributions for current year2017-12-31192,367
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,929,668
Acturial value of plan assets2016-12-311,929,668
Funding target for retired participants and beneficiaries receiving payment2016-12-31462,288
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-31253,444
Active participant vested funding target2016-12-31983,986
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-31983,986
Total participant count2016-12-3115
Total funding target for all participants2016-12-311,699,718
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31301,813
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31301,813
Present value of excess contributions2016-12-3173,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3178,227
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3178,227
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31382,092
Total employer contributions2016-12-31150,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31147,134
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31101,718
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31101,718
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31101,718
Contributions allocatedtoward minimum required contributions for current year2016-12-31147,134
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3