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403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC.
Plan identification number 003

403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 INSTITUTES OF APPLIED HUMAN DYN AMICS,INC. has sponsored the creation of one or more 401k plans.

Company Name:THE INSTITUTES OF APPLIED HUMAN DYN AMICS,INC.
Employer identification number (EIN):132573827
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01QUINCY MCLAIN
0032017-01-01
0032016-01-01KEN MIGUT
0032016-01-01KEN MIGUT
0032016-01-01
0032015-01-01KEN MIGUT
0032014-01-01KEN MIGUT
0032014-01-01KEN MIGUT
0032013-01-01KENNETH MIGUT
0032012-01-01KENNETH MIGUT
0032011-01-01KENNETH MIGUT
0032010-01-01KENNETH MIGUT
0032009-01-01STANLEY SILVERSTEIN KENNETH MIGUT2010-10-15
0032009-01-01KENNETH MIGUT

Plan Statistics for 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01881
Total number of active participants reported on line 7a of the Form 55002022-01-01884
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01224
Total of all active and inactive participants2022-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,115
Number of participants with account balances2022-01-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01857
Total number of active participants reported on line 7a of the Form 55002021-01-01667
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01211
Total of all active and inactive participants2021-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01881
Number of participants with account balances2021-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01813
Total number of active participants reported on line 7a of the Form 55002020-01-01621
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01230
Total of all active and inactive participants2020-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01857
Number of participants with account balances2020-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01801
Total number of active participants reported on line 7a of the Form 55002019-01-01613
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01196
Total of all active and inactive participants2019-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01813
Number of participants with account balances2019-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01741
Total number of active participants reported on line 7a of the Form 55002018-01-01622
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01175
Total of all active and inactive participants2018-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01801
Number of participants with account balances2018-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01651
Total number of active participants reported on line 7a of the Form 55002017-01-01568
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01167
Total of all active and inactive participants2017-01-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01741
Number of participants with account balances2017-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01669
Total number of active participants reported on line 7a of the Form 55002016-01-01495
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01152
Total of all active and inactive participants2016-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01651
Number of participants with account balances2016-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01693
Total number of active participants reported on line 7a of the Form 55002015-01-01497
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01669
Number of participants with account balances2015-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0151
2014: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01691
Total number of active participants reported on line 7a of the Form 55002014-01-01539
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01150
Total of all active and inactive participants2014-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01693
Number of participants with account balances2014-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01708
Total number of active participants reported on line 7a of the Form 55002013-01-01531
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01155
Total of all active and inactive participants2013-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01691
Number of participants with account balances2013-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01692
Total number of active participants reported on line 7a of the Form 55002012-01-01562
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01142
Total of all active and inactive participants2012-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01708
Number of participants with account balances2012-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01673
Total number of active participants reported on line 7a of the Form 55002011-01-01544
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01143
Total of all active and inactive participants2011-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01692
Number of participants with account balances2011-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01636
Total number of active participants reported on line 7a of the Form 55002010-01-01528
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01138
Total of all active and inactive participants2010-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-01673
Number of participants with account balances2010-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01688
Total number of active participants reported on line 7a of the Form 55002009-01-01489
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01143
Total of all active and inactive participants2009-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01638
Number of participants with account balances2009-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$686,876
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$813,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$806,296
Expenses. Certain deemed distributions of participant loans2022-12-31$1,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,650,863
Value of total assets at end of year2022-12-31$14,868,624
Value of total assets at beginning of year2022-12-31$14,995,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,517
Total interest from all sources2022-12-31$123,911
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,016,432
Participant contributions at end of year2022-12-31$322,679
Participant contributions at beginning of year2022-12-31$279,341
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$229,996
Administrative expenses (other) incurred2022-12-31$6,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-126,966
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,868,624
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,995,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,815,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,686,417
Interest earned on other investments2022-12-31$123,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,730,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,029,832
Net investment gain/loss from pooled separate accounts2022-12-31$-1,087,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$404,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$806,296
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRASSI & CO
Accountancy firm EIN2022-12-31113266576
2021 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$2,593,612
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,262,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,255,957
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,235,020
Value of total assets at end of year2021-12-31$14,995,590
Value of total assets at beginning of year2021-12-31$15,664,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,378
Total interest from all sources2021-12-31$164,439
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$733,597
Participant contributions at end of year2021-12-31$279,341
Participant contributions at beginning of year2021-12-31$309,230
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$230,388
Other income not declared elsewhere2021-12-31$3,139
Administrative expenses (other) incurred2021-12-31$6,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-668,723
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,995,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,664,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,686,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,537,533
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$164,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,029,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,817,550
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,191,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$271,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,255,957
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRASSI & CO.
Accountancy firm EIN2021-12-31113266576
2020 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,132,331
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$796,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$789,850
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,125,427
Value of total assets at end of year2020-12-31$15,664,313
Value of total assets at beginning of year2020-12-31$14,328,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,577
Total interest from all sources2020-12-31$161,517
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$731,679
Participant contributions at end of year2020-12-31$309,230
Participant contributions at beginning of year2020-12-31$406,573
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,975
Administrative expenses (other) incurred2020-12-31$6,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,335,904
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,664,313
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,328,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,537,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,685,818
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$161,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,817,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,236,018
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$845,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$300,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$789,850
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRASSI & CO.
Accountancy firm EIN2020-12-31113266576
2019 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$3,065,901
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,835,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,825,941
Expenses. Certain deemed distributions of participant loans2019-12-31$2,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,684,740
Value of total assets at end of year2019-12-31$14,328,409
Value of total assets at beginning of year2019-12-31$13,097,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,298
Total interest from all sources2019-12-31$192,681
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$676,188
Participant contributions at end of year2019-12-31$406,573
Participant contributions at beginning of year2019-12-31$427,491
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$420,329
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$6,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,230,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,328,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,097,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$192,681
Value of interest in master investment trust accounts at end of year2019-12-31$5,685,818
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,908,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,236,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,762,089
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,188,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$588,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,825,941
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRASSI & CO
Accountancy firm EIN2019-12-31113266576
2018 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$1,368,711
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$584,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$577,110
Expenses. Certain deemed distributions of participant loans2018-12-31$1,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,624,008
Value of total assets at end of year2018-12-31$13,095,876
Value of total assets at beginning of year2018-12-31$12,311,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,665
Total interest from all sources2018-12-31$140,727
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$595,904
Participant contributions at end of year2018-12-31$425,784
Participant contributions at beginning of year2018-12-31$461,015
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,009,919
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$784,229
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,095,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,311,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,908,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,922,075
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$140,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,762,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,928,557
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-396,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$577,110
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRASSI & CO
Accountancy firm EIN2018-12-31113266576
2017 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,867,176
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,076,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,069,388
Expenses. Certain deemed distributions of participant loans2017-12-31$1,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,072,802
Value of total assets at end of year2017-12-31$12,309,793
Value of total assets at beginning of year2017-12-31$11,519,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,250
Total interest from all sources2017-12-31$124,561
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$540,347
Participant contributions at end of year2017-12-31$459,160
Participant contributions at beginning of year2017-12-31$418,829
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$284,098
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$790,683
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,309,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,519,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,922,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,145,147
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$124,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,928,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,955,134
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$669,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$248,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,069,388
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRASSI & CO
Accountancy firm EIN2017-12-31113266576
2016 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,390,880
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$603,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$593,088
Expenses. Certain deemed distributions of participant loans2016-12-31$4,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$858,210
Value of total assets at end of year2016-12-31$11,512,907
Value of total assets at beginning of year2016-12-31$10,725,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,215
Total interest from all sources2016-12-31$122,040
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$478,434
Participant contributions at end of year2016-12-31$412,625
Participant contributions at beginning of year2016-12-31$389,232
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$94,013
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$5,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$787,840
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,512,907
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,725,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,145,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,745,637
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$122,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,955,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,590,198
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$410,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$285,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$593,088
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRASSI & CO
2015 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,082,532
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,754,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,749,402
Expenses. Certain deemed distributions of participant loans2015-12-31$1,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,076,960
Value of total assets at end of year2015-12-31$10,725,067
Value of total assets at beginning of year2015-12-31$11,396,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,331
Total interest from all sources2015-12-31$117,455
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$564,098
Participant contributions at end of year2015-12-31$389,232
Participant contributions at beginning of year2015-12-31$373,878
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$210,466
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-671,668
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,725,067
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,396,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,745,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,873,902
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$117,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,590,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,148,955
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-111,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$302,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,749,402
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRASSI & CO.
Accountancy firm EIN2015-12-31113266576
2014 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,381,847
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$492,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$492,681
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$935,374
Value of total assets at end of year2014-12-31$11,396,735
Value of total assets at beginning of year2014-12-31$10,507,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$113,200
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$588,620
Participant contributions at end of year2014-12-31$373,877
Participant contributions at beginning of year2014-12-31$314,198
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,630
Other income not declared elsewhere2014-12-31$3,832
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$889,166
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,396,735
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,507,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,873,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,899,977
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$113,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,148,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,293,394
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$329,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$304,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$492,681
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRASSI & CO, CPA'S P.C.
Accountancy firm EIN2014-12-31113266576
2013 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,952,852
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$741,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$741,295
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,025,167
Value of total assets at end of year2013-12-31$10,507,569
Value of total assets at beginning of year2013-12-31$9,296,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$109,093
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$582,216
Participant contributions at end of year2013-12-31$314,198
Participant contributions at beginning of year2013-12-31$248,517
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$140,368
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,211,557
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,507,569
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,296,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,899,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,927,636
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$109,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,293,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,119,859
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$818,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$302,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$741,295
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOEB & TROPER LLP
Accountancy firm EIN2013-12-31131517563
2012 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,316,076
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$653,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$653,531
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$834,856
Value of total assets at end of year2012-12-31$9,296,012
Value of total assets at beginning of year2012-12-31$8,633,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$128,040
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$575,127
Participant contributions at end of year2012-12-31$248,517
Participant contributions at beginning of year2012-12-31$210,556
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$662,545
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,296,012
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,633,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,927,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,489,721
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$128,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,119,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,933,190
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$353,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$259,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$653,531
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LOEB & TROPER
Accountancy firm EIN2012-12-31131517563
2011 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,109,354
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$385,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$385,445
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,079,019
Value of total assets at end of year2011-12-31$8,633,467
Value of total assets at beginning of year2011-12-31$7,909,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$134,053
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$494,043
Participant contributions at end of year2011-12-31$210,556
Participant contributions at beginning of year2011-12-31$195,788
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$310,425
Other income not declared elsewhere2011-12-31$350
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$723,909
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,633,467
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,909,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,489,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,627,892
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$134,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,933,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,085,878
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-104,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$274,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$385,445
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOEB & TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,535,707
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$539,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$539,433
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$889,768
Value of total assets at end of year2010-12-31$7,909,558
Value of total assets at beginning of year2010-12-31$6,913,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$139,538
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$467,388
Participant contributions at end of year2010-12-31$195,788
Participant contributions at beginning of year2010-12-31$153,166
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$105,604
Other income not declared elsewhere2010-12-31$75,194
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$996,274
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,909,558
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,913,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,627,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,447,412
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$139,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,085,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,312,706
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$431,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$316,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$539,433
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOEB & TROPER LLP
Accountancy firm EIN2010-12-31131517563
2009 : 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC.

2022: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS,INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816
Policy instance 1
Insurance contract or identification number005816
Number of Individuals Covered1115
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,762
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1762
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered881
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,470
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1470
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered857
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,470
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1470
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered813
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,696
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4696
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered801
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,224
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2224
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered741
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,197
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1197
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered669
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $977
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees977
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered693
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $813
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees813
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered691
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,004
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1004
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered708
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $622
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees232
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameERIC PAULSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered692
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,082
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005816F
Policy instance 1
Insurance contract or identification number005816F
Number of Individuals Covered673
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,297
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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