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ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 401k Plan overview

Plan NameACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN
Plan identification number 001

ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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.
  • 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

ACADEMY OF MEDICINE OF CINCINNATI has sponsored the creation of one or more 401k plans.

Company Name:ACADEMY OF MEDICINE OF CINCINNATI
Employer identification number (EIN):310524369
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ACADEMY OF MEDICINE OF CINCINNATI

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1869-03-06
Company Identification Number: 285670
Legal Registered Office Address: 2300 WALL STREET, SUITE F
-
CINCINNATI
United States of America (USA)
43212

More information about ACADEMY OF MEDICINE OF CINCINNATI

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01REGINA RUTHVEN2024-05-03 REGINA RUTHVEN2024-05-03
0012022-01-01REGINA RUTHVEN2023-06-27 REGINA RUTHVEN2023-06-27
0012021-01-01REGINA RUTHVEN2022-06-30 REGINA RUTHVEN2022-06-30
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NATALIE PETERSON
0012016-01-01NATALIE PETERSON
0012015-01-01DONNA GILLIAM
0012014-01-01DONNA GILLIAM
0012013-01-01DONNA GILLIAM
0012012-01-01DONNA GILLIAM DONNA GILLIAM2013-05-13
0012011-01-01DONNA GILLIAM
0012010-01-01DONNA GILLIAM
0012009-01-01DONNA GILLIAM

Financial Data on ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN

Measure Date Value
2025 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-240
Net assets as of the end of the plan year2025-06-24188715
Total assets as of the beginning of the plan year2025-06-24146638
Value of plan covered by a fidelity bond2025-06-24250000
Participant contributions to plan in this plan year2025-06-2420257
Other income to plan in this plan year2025-06-2410100
Plan net income in this plan year2025-06-2442077
Net assets as of the end of the plan year2025-06-24188715
Net assets as of the beginning of the plan year2025-06-24146638
Employer contributions to plan in this plan year2025-06-2411720
2024 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-030
Net assets as of the end of the plan year2024-05-03146638
Total assets as of the beginning of the plan year2024-05-03104735
Value of plan covered by a fidelity bond2024-05-03250000
Participant contributions to plan in this plan year2024-05-0319641
Other income to plan in this plan year2024-05-0310724
Plan net income in this plan year2024-05-0341903
Net assets as of the end of the plan year2024-05-03146638
Net assets as of the beginning of the plan year2024-05-03104735
Employer contributions to plan in this plan year2024-05-0311538
2022 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-30296
Total liabilities as of the beginning of the plan year2022-06-300
Total expenses incurred by plan in this plan year2022-06-30283524
Net assets as of the end of the plan year2022-06-3099163
Total assets as of the beginning of the plan year2022-06-30312076
Value of plan covered by a fidelity bond2022-06-30250000
Participant contributions to plan in this plan year2022-06-309305
Other expenses paid from plan in this plan year2022-06-3075
Other income to plan in this plan year2022-06-3053773
Plan net income in this plan year2022-06-30-213209
Net assets as of the end of the plan year2022-06-3098867
Net assets as of the beginning of the plan year2022-06-30312076
Employer contributions to plan in this plan year2022-06-307237
2020 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$47,803
Expenses. Total of all expenses incurred2020-12-31$75
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$312,076
Total plan assets at beginning of year2020-12-31$264,348
Value of fidelity bond covering the plan2020-12-31$250,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$11,188
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$25,997
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$47,728
Net plan assets at end of year (total assets less liabilities)2020-12-31$312,076
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$264,348
Assets. Value of participant loans2020-12-31$11,682
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$10,618
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$75
2019 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$60,610
Expenses. Total of all expenses incurred2019-12-31$150
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$264,348
Total plan assets at beginning of year2019-12-31$203,888
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$9,557
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$43,003
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$60,460
Net plan assets at end of year (total assets less liabilities)2019-12-31$264,348
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$203,888
Assets. Value of participant loans2019-12-31$10,619
Total contributions received or receivable from employer(s)2019-12-31$8,050
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$150
2018 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$14,773
Expenses. Total of all expenses incurred2018-12-31$391,286
Benefits paid (including direct rollovers)2018-12-31$391,186
Total plan assets at end of year2018-12-31$203,888
Total plan assets at beginning of year2018-12-31$580,401
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$21,399
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-18,397
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-376,513
Net plan assets at end of year (total assets less liabilities)2018-12-31$203,888
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$580,401
Assets. Value of participant loans2018-12-31$2,560
Total contributions received or receivable from employer(s)2018-12-31$11,771
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$100
2017 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$97,749
Expenses. Total of all expenses incurred2017-12-31$51,163
Benefits paid (including direct rollovers)2017-12-31$51,163
Total plan assets at end of year2017-12-31$580,401
Total plan assets at beginning of year2017-12-31$533,815
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$19,329
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$66,685
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$46,586
Net plan assets at end of year (total assets less liabilities)2017-12-31$580,401
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$533,815
Total contributions received or receivable from employer(s)2017-12-31$11,735
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$122,601
Expenses. Total of all expenses incurred2016-12-31$559,129
Benefits paid (including direct rollovers)2016-12-31$558,288
Total plan assets at end of year2016-12-31$533,815
Total plan assets at beginning of year2016-12-31$970,343
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$44,837
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$58,822
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-436,528
Net plan assets at end of year (total assets less liabilities)2016-12-31$533,815
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$970,343
Total contributions received or receivable from employer(s)2016-12-31$18,942
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$841
2015 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$77,413
Expenses. Total of all expenses incurred2015-12-31$557,640
Benefits paid (including direct rollovers)2015-12-31$557,640
Total plan assets at end of year2015-12-31$970,343
Total plan assets at beginning of year2015-12-31$1,450,570
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$43,826
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$15,541
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-480,227
Net plan assets at end of year (total assets less liabilities)2015-12-31$970,343
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,450,570
Total contributions received or receivable from employer(s)2015-12-31$18,046
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$142,923
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,450,570
Total plan assets at beginning of year2014-12-31$1,307,647
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$45,139
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$79,478
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$142,923
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,450,570
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,307,647
Total contributions received or receivable from employer(s)2014-12-31$18,306
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$252,738
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,307,647
Total plan assets at beginning of year2013-12-31$1,054,909
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$48,837
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$185,702
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$252,738
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,307,647
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,054,909
Total contributions received or receivable from employer(s)2013-12-31$18,199
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$197,477
Expenses. Total of all expenses incurred2012-12-31$114,911
Benefits paid (including direct rollovers)2012-12-31$114,911
Total plan assets at end of year2012-12-31$1,054,909
Total plan assets at beginning of year2012-12-31$972,343
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$47,896
Other income received2012-12-31$131,394
Net income (gross income less expenses)2012-12-31$82,566
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,054,909
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$972,343
Total contributions received or receivable from employer(s)2012-12-31$18,187
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$39,927
Expenses. Total of all expenses incurred2011-12-31$33,991
Benefits paid (including direct rollovers)2011-12-31$33,991
Total plan assets at end of year2011-12-31$972,343
Total plan assets at beginning of year2011-12-31$966,407
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$44,101
Other income received2011-12-31$-21,841
Net income (gross income less expenses)2011-12-31$5,936
Net plan assets at end of year (total assets less liabilities)2011-12-31$972,343
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$966,407
Total contributions received or receivable from employer(s)2011-12-31$17,667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$180,904
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$966,407
Total plan assets at beginning of year2010-12-31$785,503
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$44,810
Other income received2010-12-31$116,626
Net income (gross income less expenses)2010-12-31$180,904
Net plan assets at end of year (total assets less liabilities)2010-12-31$966,407
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$785,503
Total contributions received or receivable from employer(s)2010-12-31$19,468
2009 : ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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 ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN

2020: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ACADEMY OF MEDICINE OF CINCINNATI 401(K) PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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