THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 401(K) RETIREMENT PLAN 401k Plan overview

THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 401(K) RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION
Employer identification number (EIN):	136189382
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JEANNE COOPER	2024-10-04
001	2022-01-01	JEANNE COOPER	2023-07-12
001	2021-01-01	JEANNE COOPER	2022-10-06
001	2021-01-01	JEANNE COOPER	2022-10-06
001	2020-01-01	JEANNE COOPER	2021-09-21
001	2019-01-01	JEANNE COOPER	2020-10-09
001	2018-01-01	JEANNE COOPER	2019-10-10
001	2017-01-01	JEANNE COOPER	2018-08-01
001	2016-01-01	MINDY A HECKER	2017-08-03	MINDY A HECKER	2017-08-03
001	2015-01-01	MINDY HECKER	2016-08-15	MINDY HECKER	2016-08-15
001	2014-01-01	MINDY A HECKER	2015-09-09	MINDY A HECKER	2015-09-09
001	2013-01-01	MINDY HECKER	2014-10-09	MINDY HECKER	2014-10-09
001	2012-01-01	MINDY HECKER	2013-09-24	MINDY HECKER	2013-09-24
001	2011-01-01	MINDY HECKER	2012-09-05	MINDY HECKER	2012-09-05

Plan Statistics for THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 401(K) RETIREMENT PLAN

Measure	Date	Value
2025: THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-06	10
Total number of particpants at end of year	2025-10-06	12
Number of Participants With Account Balances	2025-10-06	12
2024: THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-04	12
Total number of particpants at end of year	2024-10-04	10
Number of Participants With Account Balances	2024-10-04	10
2022: THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-06	13
Total number of particpants at end of year	2022-10-06	11
Number of Participants With Account Balances	2022-10-06	10

Financial Data on THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 401(K) RETIREMENT PLAN

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