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ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN 401k Plan overview

Plan NameASSOCIATION OF AMERICAN EDUCATORS 401K PLAN
Plan identification number 001

ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN Benefits

401k Plan TypeDefined 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).
  • 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.

401k Sponsoring company profile

ASSOCIATION OF AMERICAN EDUCATORS has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF AMERICAN EDUCATORS
Employer identification number (EIN):330583148
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GRACE902024-06-04
0012022-01-01GRACE TALBERG2023-07-31
0012021-01-01GRACE TALBERG2022-10-12
0012021-01-01GRACE TALBERG2022-10-12
0012020-01-01GRACE TALBERG2021-07-28
0012019-01-01MARY GRACE TALBERG2020-09-15 MARY GRACE TALBERG2020-09-15
0012018-01-01GRACE MCCOY2019-10-14 GRACE MCCOY2019-10-11
0012017-01-01GRACE MCCOY2018-07-27
0012016-01-01GRACE MCCOY2017-07-24
0012015-01-01GARY BECKNER2016-06-13 GARY BECKNER2016-06-13
0012013-01-01GARY BECKNER2014-07-11 GARY BECKNER2014-07-11
0012012-01-01GARY BECKNER2013-06-18 GARY BECKNER2013-06-18
0012011-01-01GRACE MCCOY2012-07-25
0012010-01-01GARY BECKNER2011-07-29 GARY BECKNER2011-07-29

Plan Statistics for ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN

401k plan membership statisitcs for ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN

Measure Date Value
2025: ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-2139
Total number of particpants at end of year2025-08-2137
Number of Participants With Account Balances2025-08-2131
2024: ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0440
Total number of particpants at end of year2024-06-0439
Number of Participants With Account Balances2024-06-0435

Financial Data on ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN

Measure Date Value
2025 : ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-210
Total expenses incurred by plan in this plan year2025-08-21523767
Net assets as of the end of the plan year2025-08-21937752
Total assets as of the beginning of the plan year2025-08-211166351
Value of plan covered by a fidelity bond2025-08-21100000
Participant contributions to plan in this plan year2025-08-21115260
Other income to plan in this plan year2025-08-21134790
Plan net income in this plan year2025-08-21-228599
Net assets as of the end of the plan year2025-08-21937752
Net assets as of the beginning of the plan year2025-08-211166351
Employer contributions to plan in this plan year2025-08-2145118
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-216982
2024 : ASSOCIATION OF AMERICAN EDUCATORS 401K PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-040
Total expenses incurred by plan in this plan year2024-06-0462366
Net assets as of the end of the plan year2024-06-041166351
Total assets as of the beginning of the plan year2024-06-04914883
Value of plan covered by a fidelity bond2024-06-04100000
Participant contributions to plan in this plan year2024-06-04112265
Other income to plan in this plan year2024-06-04154053
Plan net income in this plan year2024-06-04251468
Net assets as of the end of the plan year2024-06-041166351
Net assets as of the beginning of the plan year2024-06-04914883
Employer contributions to plan in this plan year2024-06-0447516
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-045184

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