AMERICAN FEDERATION FOR AGING RESEARCH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN
| Measure | Date | Value |
|---|
| 2025 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-12 | 41988 |
| Net assets as of the end of the plan year | 2025-07-12 | 6779110 |
| Total assets as of the beginning of the plan year | 2025-07-12 | 5750979 |
| Value of plan covered by a fidelity bond | 2025-07-12 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-12 | 150936 |
| Value of participant loans at end of plan year | 2025-07-12 | 43537 |
| Other income to plan in this plan year | 2025-07-12 | 768928 |
| Plan net income in this plan year | 2025-07-12 | 1028131 |
| Net assets as of the end of the plan year | 2025-07-12 | 6779110 |
| Net assets as of the beginning of the plan year | 2025-07-12 | 5750979 |
| Employer contributions to plan in this plan year | 2025-07-12 | 150255 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-12 | 2539 |
| 2024 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-30 | 21107 |
| Net assets as of the end of the plan year | 2024-06-30 | 5750979 |
| Total assets as of the beginning of the plan year | 2024-06-30 | 4691262 |
| Value of plan covered by a fidelity bond | 2024-06-30 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-30 | 159330 |
| Other expenses paid from plan in this plan year | 2024-06-30 | 0 |
| Other contributions to plan in this plan year | 2024-06-30 | 0 |
| Other income to plan in this plan year | 2024-06-30 | 787838 |
| Plan net income in this plan year | 2024-06-30 | 1059717 |
| Net assets as of the end of the plan year | 2024-06-30 | 5750979 |
| Net assets as of the beginning of the plan year | 2024-06-30 | 4691262 |
| Employer contributions to plan in this plan year | 2024-06-30 | 133656 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-30 | 1507 |
| 2022 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-02 | 57503 |
| Net assets as of the end of the plan year | 2022-05-02 | 5145273 |
| Total assets as of the beginning of the plan year | 2022-05-02 | 4424022 |
| Participant contributions to plan in this plan year | 2022-05-02 | 89690 |
| Other expenses paid from plan in this plan year | 2022-05-02 | 3 |
| Other contributions to plan in this plan year | 2022-05-02 | 0 |
| Other income to plan in this plan year | 2022-05-02 | 579708 |
| Plan net income in this plan year | 2022-05-02 | 721251 |
| Net assets as of the end of the plan year | 2022-05-02 | 5145273 |
| Net assets as of the beginning of the plan year | 2022-05-02 | 4424022 |
| Value of funding deficiency | 2022-05-02 | 0 |
| Employer contributions to plan in this plan year | 2022-05-02 | 109356 |
| 2019 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $701,598 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $67,346 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $67,346 |
| Total plan assets at end of year | 2019-12-31 | $3,725,902 |
| Total plan assets at beginning of year | 2019-12-31 | $3,091,650 |
| Total contributions received or receivable from participants | 2019-12-31 | $95,474 |
| Other income received | 2019-12-31 | $534,995 |
| Net income (gross income less expenses) | 2019-12-31 | $634,252 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,725,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,091,650 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $71,129 |
| 2018 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $41,001 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $43,451 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $43,451 |
| Total plan assets at end of year | 2018-12-31 | $3,091,650 |
| Total plan assets at beginning of year | 2018-12-31 | $3,094,100 |
| Total contributions received or receivable from participants | 2018-12-31 | $75,700 |
| Other income received | 2018-12-31 | $-135,012 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,450 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,091,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,094,100 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $100,313 |
| 2017 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $588,620 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $59,880 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $59,880 |
| Total plan assets at end of year | 2017-12-31 | $3,094,100 |
| Total plan assets at beginning of year | 2017-12-31 | $2,565,360 |
| Total contributions received or receivable from participants | 2017-12-31 | $119,604 |
| Other income received | 2017-12-31 | $376,495 |
| Net income (gross income less expenses) | 2017-12-31 | $528,740 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,094,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,565,360 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $92,521 |
| 2016 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $295,994 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $966 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $966 |
| Total plan assets at end of year | 2016-12-31 | $2,565,360 |
| Total plan assets at beginning of year | 2016-12-31 | $2,270,332 |
| Total contributions received or receivable from participants | 2016-12-31 | $93,488 |
| Other income received | 2016-12-31 | $140,571 |
| Net income (gross income less expenses) | 2016-12-31 | $295,028 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,565,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,270,332 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $61,935 |
| 2015 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $185,568 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $950 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $950 |
| Total plan assets at end of year | 2015-12-31 | $2,270,332 |
| Total plan assets at beginning of year | 2015-12-31 | $2,085,714 |
| Total contributions received or receivable from participants | 2015-12-31 | $108,836 |
| Other income received | 2015-12-31 | $21,714 |
| Net income (gross income less expenses) | 2015-12-31 | $184,618 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,270,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,085,714 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,018 |
| 2014 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $280,534 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $95,015 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $95,015 |
| Total plan assets at end of year | 2014-12-31 | $2,085,714 |
| Total plan assets at beginning of year | 2014-12-31 | $1,900,195 |
| Total contributions received or receivable from participants | 2014-12-31 | $122,038 |
| Other income received | 2014-12-31 | $107,300 |
| Net income (gross income less expenses) | 2014-12-31 | $185,519 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,085,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,900,195 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $51,196 |
| 2013 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $339,016 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $48,004 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $48,004 |
| Total plan assets at end of year | 2013-12-31 | $1,900,195 |
| Total plan assets at beginning of year | 2013-12-31 | $1,609,183 |
| Total contributions received or receivable from participants | 2013-12-31 | $27,686 |
| Other income received | 2013-12-31 | $239,004 |
| Net income (gross income less expenses) | 2013-12-31 | $291,012 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,900,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,609,183 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $72,326 |
| 2012 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $254,088 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,797 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,797 |
| Total plan assets at end of year | 2012-12-31 | $1,609,183 |
| Total plan assets at beginning of year | 2012-12-31 | $1,357,892 |
| Total contributions received or receivable from participants | 2012-12-31 | $55,394 |
| Other income received | 2012-12-31 | $134,451 |
| Net income (gross income less expenses) | 2012-12-31 | $251,291 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,609,183 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,357,892 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $64,243 |
| 2011 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $151,266 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $50,000 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $50,000 |
| Total plan assets at end of year | 2011-12-31 | $1,357,892 |
| Total plan assets at beginning of year | 2011-12-31 | $1,256,626 |
| Total contributions received or receivable from participants | 2011-12-31 | $61,710 |
| Other income received | 2011-12-31 | $9,616 |
| Net income (gross income less expenses) | 2011-12-31 | $101,266 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,357,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,256,626 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $79,940 |
| 2010 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $229,870 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $30,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $30,000 |
| Total plan assets at end of year | 2010-12-31 | $1,256,626 |
| Total plan assets at beginning of year | 2010-12-31 | $1,056,756 |
| Total contributions received or receivable from participants | 2010-12-31 | $49,427 |
| Other income received | 2010-12-31 | $106,488 |
| Net income (gross income less expenses) | 2010-12-31 | $199,870 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,256,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,056,756 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $73,955 |
