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PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY 401k Plan overview

Plan NamePENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY
Plan identification number 001

PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 GERIATRICS SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:THE AMERICAN GERIATRICS SOCIETY
Employer identification number (EIN):131950856
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01PHILLIP WASHBURNE2017-07-25
0012013-01-01PHILLIP WASHBURNE2014-09-25
0012012-01-01PHILLIP WASHBURNE2013-10-08
0012011-01-01PHILLIP WASHBURNE2012-10-02
0012010-01-01PHILLIP WASHBURNE2012-10-02

Plan Statistics for PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY

401k plan membership statisitcs for PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY

Measure Date Value
2025: PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY 2025 401k membership
Total number of particpants at beginning of year2025-06-2649
Total number of particpants at end of year2025-06-2648
Number of Participants With Account Balances2025-06-2648
2024: PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY 2024 401k membership
Total number of particpants at beginning of year2024-07-1948
Total number of particpants at end of year2024-07-1949
Number of Participants With Account Balances2024-07-1949

Financial Data on PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY

Measure Date Value
2025 : PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2686565
Net assets as of the end of the plan year2025-06-268627372
Total assets as of the beginning of the plan year2025-06-267174235
Value of plan covered by a fidelity bond2025-06-26500000
Participant contributions to plan in this plan year2025-06-26216901
Value of participant loans at end of plan year2025-06-2636190
Other contributions to plan in this plan year2025-06-261203657
Plan net income in this plan year2025-06-261453137
Net assets as of the end of the plan year2025-06-268627372
Net assets as of the beginning of the plan year2025-06-267174235
Employer contributions to plan in this plan year2025-06-26119144
Fees paid to broker by Benefit Provider2025-06-264631
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-263076
2024 : PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-19468921
Net assets as of the end of the plan year2024-07-197174235
Total assets as of the beginning of the plan year2024-07-196151535
Value of plan covered by a fidelity bond2024-07-19500000
Participant contributions to plan in this plan year2024-07-19221214
Value of participant loans at end of plan year2024-07-1945523
Other income to plan in this plan year2024-07-191156325
Plan net income in this plan year2024-07-191022700
Net assets as of the end of the plan year2024-07-197174235
Net assets as of the beginning of the plan year2024-07-196151535
Employer contributions to plan in this plan year2024-07-19114082
Fees paid to broker by Benefit Provider2024-07-194694
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-19544

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