401k Plan data: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE plan

AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 401k Plan overview

Plan Name	AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE
Plan identification number	001

AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.

401k Sponsoring company profile

AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE

Employer identification number (EIN): 237148063

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GLYNIS V. HARVEY 2023-07-10
001 2021-01-01 GLYNIS V. HARVEY 2022-06-10 GLYNIS V. HARVEY 2022-06-10
001 2020-01-01 GLYNIS V. HARVEY 2021-06-29
001 2019-01-01 GLYNIS HARVEY 2020-07-02
001 2018-01-01 GLYNIS HARVEY 2019-07-11 GLYNIS HARVEY 2019-07-11
001 2017-01-01 GLYNIS HARVEY 2018-07-18
001 2016-01-01 GLYNIS HARVEY 2017-07-20
001 2015-01-01 CARMINE VALENTE 2016-07-25 CARMINE VALENTE 2016-07-25
001 2014-01-01 CARMINE VALENTE 2015-07-28 CARMINE VALENTE 2015-07-28
001 2013-01-01 CARMINE VALENTE 2014-07-28 CARMINE VALENTE 2014-07-28
001 2012-01-01 CARMINE VALENTE
001 2012-01-01 CARMINE VALENTE
001 2011-01-01 CARMINE VALENTE
001 2009-01-01 CARMINE VALENTE
001 2007-01-01 CARMINE VALENTE 2010-05-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	GLYNIS V. HARVEY	2023-07-10
001	2021-01-01	GLYNIS V. HARVEY	2022-06-10	GLYNIS V. HARVEY	2022-06-10
001	2020-01-01	GLYNIS V. HARVEY	2021-06-29
001	2019-01-01	GLYNIS HARVEY	2020-07-02
001	2018-01-01	GLYNIS HARVEY	2019-07-11	GLYNIS HARVEY	2019-07-11
001	2017-01-01	GLYNIS HARVEY	2018-07-18
001	2016-01-01	GLYNIS HARVEY	2017-07-20
001	2015-01-01	CARMINE VALENTE	2016-07-25	CARMINE VALENTE	2016-07-25
001	2014-01-01	CARMINE VALENTE	2015-07-28	CARMINE VALENTE	2015-07-28
001	2013-01-01	CARMINE VALENTE	2014-07-28	CARMINE VALENTE	2014-07-28
001	2012-01-01	CARMINE VALENTE
001	2012-01-01	CARMINE VALENTE
001	2011-01-01	CARMINE VALENTE
001	2009-01-01	CARMINE VALENTE
001	2007-01-01			CARMINE VALENTE	2010-05-18

Plan Statistics for AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE

401k plan membership statisitcs for AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE

Measure Date Value
2012: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 35
Total of all active and inactive participants 2011-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 63
Number of participants with account balances 2011-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 34
Total of all active and inactive participants 2009-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 61
Number of participants with account balances 2009-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2007 401k membership
Total participants, beginning-of-year 2007-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 21
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 37
Total of all active and inactive participants 2007-01-01 58
Total participants 2007-01-01 58
Number of participants with account balances 2007-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2012: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	35
Total of all active and inactive participants	2011-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	63
Number of participants with account balances	2011-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	34
Total of all active and inactive participants	2009-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	61
Number of participants with account balances	2009-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2007 401k membership
Total participants, beginning-of-year	2007-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	21
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	37
Total of all active and inactive participants	2007-01-01	58
Total participants	2007-01-01	58
Number of participants with account balances	2007-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE

Measure	Date	Value
2012 : AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$635,514
Expenses. Total of all expenses incurred	2012-12-31	$134,560
Benefits paid (including direct rollovers)	2012-12-31	$133,274
Total plan assets at end of year	2012-12-31	$2,988,072
Total plan assets at beginning of year	2012-12-31	$2,487,118
Total contributions received or receivable from participants	2012-12-31	$127,922
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$368,106
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$500,954
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,988,072
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,487,118
Total contributions received or receivable from employer(s)	2012-12-31	$139,486
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,286
2011 : AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$162,183
Expenses. Total of all expenses incurred	2011-12-31	$37,235
Benefits paid (including direct rollovers)	2011-12-31	$35,934
Total plan assets at end of year	2011-12-31	$2,487,118
Total plan assets at beginning of year	2011-12-31	$2,362,170
Total contributions received or receivable from participants	2011-12-31	$109,067
Contributions received from other sources (not participants or employers)	2011-12-31	$1,068
Other income received	2011-12-31	$-56,444
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$124,948
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,487,118
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,362,170
Total contributions received or receivable from employer(s)	2011-12-31	$108,492
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,301

Form 5500 Responses for AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE

2012: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE
Employer identification number (EIN):	237148063
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations