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AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

AMERICAN SOCIETY OF THE UNIVER has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN SOCIETY OF THE UNIVER
Employer identification number (EIN):136220819
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROSANNE CASAMASSIMA2024-05-17
0012022-01-01ROSANNE CASAMASSIMA2023-05-18
0012021-01-01ROSANNE CASAMASSIMA2022-06-20
0012020-01-01CABRIE KEARNS2021-07-30
0012019-01-01ALISA LYCHEVA2020-04-14
0012018-01-01ALISA LYCHEVA2019-03-15
0012017-01-01ALISA LYCHEVA2018-06-12
0012016-01-01KAREN BERMAN2017-05-05
0012015-01-01ALISA LYCHEVA2016-09-07
0012014-01-01ALISA LYCHEVA2016-09-07
0012013-01-01ALISA LYCHEVA2016-09-07
0012012-01-01KAREN BERMAN2016-09-07
0012011-01-01KAREN BERMAN2016-09-07
0012010-01-01KAREN BERMAN2016-09-07
0012009-01-01AMERICAN SOCIETY OF THE
0012009-01-01AMERICAN SOCIETY OF THE
0012008-01-01FRAN GINSBURG
0012007-01-01FRAN GINSBURG

Plan Statistics for AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-0915
Total number of particpants at end of year2025-05-0915
Number of Participants With Account Balances2025-05-0911
2024: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-1711
Total number of particpants at end of year2024-05-1715
Number of Participants With Account Balances2024-05-1711
2009: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-015
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-015
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-015
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-014
Number of participants with account balances2007-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-090
Total liabilities as of the end of the plan year2025-05-090
Total liabilities as of the beginning of the plan year2025-05-090
Total expenses incurred by plan in this plan year2025-05-0949379
Net assets as of the end of the plan year2025-05-09438879
Total assets as of the beginning of the plan year2025-05-09361541
Value of plan covered by a fidelity bond2025-05-0940000
Participant contributions to plan in this plan year2025-05-0953199
Other expenses paid from plan in this plan year2025-05-090
Other contributions to plan in this plan year2025-05-090
Other income to plan in this plan year2025-05-0961925
Plan net income in this plan year2025-05-0977338
Net assets as of the end of the plan year2025-05-09438879
Net assets as of the beginning of the plan year2025-05-09361541
Employer contributions to plan in this plan year2025-05-0911593
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-09210
2024 : AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-170
Total liabilities as of the end of the plan year2024-05-170
Total liabilities as of the beginning of the plan year2024-05-170
Total expenses incurred by plan in this plan year2024-05-1739690
Net assets as of the end of the plan year2024-05-17361541
Total assets as of the beginning of the plan year2024-05-17318204
Value of plan covered by a fidelity bond2024-05-1760000
Participant contributions to plan in this plan year2024-05-1719139
Other expenses paid from plan in this plan year2024-05-170
Other contributions to plan in this plan year2024-05-170
Other income to plan in this plan year2024-05-1763263
Plan net income in this plan year2024-05-1743337
Net assets as of the end of the plan year2024-05-17361541
Net assets as of the beginning of the plan year2024-05-17318204
Employer contributions to plan in this plan year2024-05-17625
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-17210

Form 5500 Responses for AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST

2009: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: AMERICAN SOCIETY OF THE UNIVER 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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