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AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 401k Plan overview

Plan NameAMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF
Plan identification number 001

AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Long-term disability cover

401k Sponsoring company profile

AMERICAN LEGION NATIONAL HEADQUARTERS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN LEGION NATIONAL HEADQUARTERS
Employer identification number (EIN):350144250
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 LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHAWN LONG2023-10-15
0012021-01-01SHAWN LONG, NATIONAL TREASURER2022-10-13
0012020-01-01SHAWN LONG, NATIONAL TREASURER2021-07-30
0012019-01-01SHAWN LONG2020-07-31
0012018-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS2019-07-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS
0012013-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS
0012012-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS
0012011-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS
0012010-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS
0012009-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS
0012009-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS
0012009-01-01GEORGE A. BUSKIRK, JR., NAT'L TREAS

Plan Statistics for AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF

401k plan membership statisitcs for AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF

Measure Date Value
2022: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2022 401k membership
Market value of plan assets2022-12-3172,079,513
Acturial value of plan assets2022-12-3168,188,409
Funding target for retired participants and beneficiaries receiving payment2022-12-3147,941,086
Number of terminated vested participants2022-12-31153
Fundng target for terminated vested participants2022-12-316,076,160
Active participant vested funding target2022-12-316,519,723
Number of active participants2022-12-3183
Total funding liabilities for active participants2022-12-317,043,245
Total participant count2022-12-31626
Total funding target for all participants2022-12-3161,060,491
Balance at beginning of prior year after applicable adjustments2022-12-3111,424,374
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-31370,822
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3111,053,552
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31229,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31254,947
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3112,281,602
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31518,674
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31492,568
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31553,300
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31553,300
Carryover balance elected to use to offset funding requirement2022-12-31363,264
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31190,036
Contributions allocatedtoward minimum required contributions for current year2022-12-31492,568
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01626
Total number of active participants reported on line 7a of the Form 55002022-01-0177
Number of retired or separated participants receiving benefits2022-01-01332
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0162
Total participants2022-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2021 401k membership
Market value of plan assets2021-12-3169,675,281
Acturial value of plan assets2021-12-3164,790,580
Funding target for retired participants and beneficiaries receiving payment2021-12-3148,413,775
Number of terminated vested participants2021-12-31164
Fundng target for terminated vested participants2021-12-316,227,182
Active participant vested funding target2021-12-316,648,486
Number of active participants2021-12-3186
Total funding liabilities for active participants2021-12-317,225,801
Total participant count2021-12-31639
Total funding target for all participants2021-12-3161,866,758
Balance at beginning of prior year after applicable adjustments2021-12-3110,803,848
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-31772,788
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3110,031,060
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31157,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31179,419
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3111,424,374
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31446,266
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31423,933
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31565,300
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31565,300
Carryover balance elected to use to offset funding requirement2021-12-31370,822
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31194,478
Contributions allocatedtoward minimum required contributions for current year2021-12-31423,933
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01639
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-01331
Number of other retired or separated participants entitled to future benefits2021-01-01153
Total of all active and inactive participants2021-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0159
Total participants2021-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2020 401k membership
Market value of plan assets2020-12-3165,972,156
Acturial value of plan assets2020-12-3164,188,778
Funding target for retired participants and beneficiaries receiving payment2020-12-3149,029,537
Number of terminated vested participants2020-12-31168
Fundng target for terminated vested participants2020-12-316,123,734
Active participant vested funding target2020-12-316,788,199
Number of active participants2020-12-3194
Total funding liabilities for active participants2020-12-317,468,949
Total participant count2020-12-31653
Total funding target for all participants2020-12-3162,622,220
Balance at beginning of prior year after applicable adjustments2020-12-3112,056,985
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-312,592,379
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-319,464,606
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3123,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3126,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3110,803,848
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31291,696
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31275,049
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31890,300
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31890,300
Carryover balance elected to use to offset funding requirement2020-12-31772,788
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31117,512
Contributions allocatedtoward minimum required contributions for current year2020-12-31275,049
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01657
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of retired or separated participants receiving benefits2020-01-01333
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0156
Total participants2020-01-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2019 401k membership
Market value of plan assets2019-12-3162,943,850
Acturial value of plan assets2019-12-3164,891,631
Funding target for retired participants and beneficiaries receiving payment2019-12-3150,589,327
Number of terminated vested participants2019-12-31159
Fundng target for terminated vested participants2019-12-315,519,596
Active participant vested funding target2019-12-318,916,059
Number of active participants2019-12-31121
Total funding liabilities for active participants2019-12-319,929,736
Total participant count2019-12-31672
Total funding target for all participants2019-12-3166,038,659
Balance at beginning of prior year after applicable adjustments2019-12-3112,836,508
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31249,493
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3112,587,015
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-316,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-316,515
Reductions in caryover balances due to elections or deemed elections2019-12-31473,388
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3112,056,985
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31305,322
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31288,122
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31711,400
Net shortfall amortization installment of oustanding balance2019-12-3113,204,013
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,856,891
Carryover balance elected to use to offset funding requirement2019-12-312,592,379
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31264,512
Contributions allocatedtoward minimum required contributions for current year2019-12-31288,122
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01672
Total number of active participants reported on line 7a of the Form 55002019-01-0195
Number of retired or separated participants receiving benefits2019-01-01340
Number of other retired or separated participants entitled to future benefits2019-01-01168
Total of all active and inactive participants2019-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0154
Total participants2019-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2018 401k membership
Market value of plan assets2018-12-3168,603,600
Acturial value of plan assets2018-12-3167,596,387
Funding target for retired participants and beneficiaries receiving payment2018-12-3146,237,325
Number of terminated vested participants2018-12-31163
Fundng target for terminated vested participants2018-12-315,127,376
Active participant vested funding target2018-12-3111,807,750
Number of active participants2018-12-31142
Total funding liabilities for active participants2018-12-3112,831,953
Total participant count2018-12-31683
Total funding target for all participants2018-12-3164,196,654
Balance at beginning of prior year after applicable adjustments2018-12-3111,768,790
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31222,053
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3111,546,737
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3112,836,508
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3183,700
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3177,251
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31320,200
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31320,200
Carryover balance elected to use to offset funding requirement2018-12-31249,493
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3170,707
Contributions allocatedtoward minimum required contributions for current year2018-12-3177,251
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01683
Total number of active participants reported on line 7a of the Form 55002018-01-01121
Number of retired or separated participants receiving benefits2018-01-01336
Number of other retired or separated participants entitled to future benefits2018-01-01159
Total of all active and inactive participants2018-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0156
Total participants2018-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2017 401k membership
Market value of plan assets2017-12-3166,050,434
Acturial value of plan assets2017-12-3169,415,292
Funding target for retired participants and beneficiaries receiving payment2017-12-3142,039,374
Number of terminated vested participants2017-12-31175
Fundng target for terminated vested participants2017-12-315,379,350
Active participant vested funding target2017-12-3112,723,323
Number of active participants2017-12-31154
Total funding liabilities for active participants2017-12-3113,791,735
Total participant count2017-12-31699
Total funding target for all participants2017-12-3161,210,459
Balance at beginning of prior year after applicable adjustments2017-12-3111,527,858
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3111,527,858
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3133,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3135,251
Balance of carryovers at beginning of current year2017-12-3111,768,790
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3163,746
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3159,988
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31261,700
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31261,700
Carryover balance elected to use to offset funding requirement2017-12-31201,712
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3159,988
Contributions allocatedtoward minimum required contributions for current year2017-12-3159,988
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01698
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-01321
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0157
Total participants2017-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2016 401k membership
Market value of plan assets2016-12-3169,200,713
Acturial value of plan assets2016-12-3172,221,187
Funding target for retired participants and beneficiaries receiving payment2016-12-3140,610,657
Number of terminated vested participants2016-12-31182
Fundng target for terminated vested participants2016-12-315,495,221
Active participant vested funding target2016-12-3113,233,202
Number of active participants2016-12-31169
Total funding liabilities for active participants2016-12-3114,324,486
Total participant count2016-12-31708
Total funding target for all participants2016-12-3160,430,364
Balance at beginning of prior year after applicable adjustments2016-12-3111,403,559
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-3111,403,559
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3129,381
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3131,203
Balance of carryovers at beginning of current year2016-12-3111,527,858
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3135,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3133,256
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31236,500
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3133,256
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01707
Total number of active participants reported on line 7a of the Form 55002016-01-01154
Number of retired or separated participants receiving benefits2016-01-01315
Number of other retired or separated participants entitled to future benefits2016-01-01175
Total of all active and inactive participants2016-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0154
Total participants2016-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2015 401k membership
Total participants, beginning-of-year2015-01-01729
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-01302
Number of other retired or separated participants entitled to future benefits2015-01-01182
Total of all active and inactive participants2015-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0154
Total participants2015-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2014 401k membership
Total participants, beginning-of-year2014-01-01734
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-01299
Number of other retired or separated participants entitled to future benefits2014-01-01190
Total of all active and inactive participants2014-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0155
Total participants2014-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2013 401k membership
Total participants, beginning-of-year2013-01-01756
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-01281
Number of other retired or separated participants entitled to future benefits2013-01-01199
Total of all active and inactive participants2013-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0153
Total participants2013-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2012 401k membership
Total participants, beginning-of-year2012-01-01768
Total number of active participants reported on line 7a of the Form 55002012-01-01226
Number of retired or separated participants receiving benefits2012-01-01272
Number of other retired or separated participants entitled to future benefits2012-01-01205
Total of all active and inactive participants2012-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0153
Total participants2012-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2011 401k membership
Total participants, beginning-of-year2011-01-01805
Total number of active participants reported on line 7a of the Form 55002011-01-01240
Number of retired or separated participants receiving benefits2011-01-01255
Number of other retired or separated participants entitled to future benefits2011-01-01216
Total of all active and inactive participants2011-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0157
Total participants2011-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2010 401k membership
Total participants, beginning-of-year2010-01-01806
Total number of active participants reported on line 7a of the Form 55002010-01-01262
Number of retired or separated participants receiving benefits2010-01-01276
Number of other retired or separated participants entitled to future benefits2010-01-01215
Total of all active and inactive participants2010-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0152
Total participants2010-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2009 401k membership
Total participants, beginning-of-year2009-01-01814
Total number of active participants reported on line 7a of the Form 55002009-01-01272
Number of retired or separated participants receiving benefits2009-01-01263
Number of other retired or separated participants entitled to future benefits2009-01-01219
Total of all active and inactive participants2009-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0152
Total participants2009-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF

Measure Date Value
2022 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,635,687
Total unrealized appreciation/depreciation of assets2022-12-31$-7,635,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,573,936
Total loss/gain on sale of assets2022-12-31$-2,961,303
Total of all expenses incurred2022-12-31$5,376,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,869,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$518,674
Value of total assets at end of year2022-12-31$58,129,268
Value of total assets at beginning of year2022-12-31$72,079,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$506,813
Total interest from all sources2022-12-31$1,094,865
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$409,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$36,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$563,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$267,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$259,528
Administrative expenses (other) incurred2022-12-31$368,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,950,243
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,129,268
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,079,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$101,910
Income. Interest from US Government securities2022-12-31$95,768
Income. Interest from corporate debt instruments2022-12-31$931,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,994,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,259,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,259,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$67,904
Asset value of US Government securities at end of year2022-12-31$1,010,549
Asset value of US Government securities at beginning of year2022-12-31$1,467,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$518,674
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from common stock2022-12-31$409,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,869,494
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$15,860
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$68,325
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$26,619,086
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$30,646,646
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$28,221,897
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$36,377,774
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$54,670,230
Aggregate carrying amount (costs) on sale of assets2022-12-31$57,631,533
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,103,167
Total unrealized appreciation/depreciation of assets2021-12-31$6,103,167
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,037,735
Total loss/gain on sale of assets2021-12-31$34,138
Total of all expenses incurred2021-12-31$5,634,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,972,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$446,266
Value of total assets at end of year2021-12-31$72,079,511
Value of total assets at beginning of year2021-12-31$69,676,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$661,689
Total interest from all sources2021-12-31$1,034,171
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$419,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31Yes
Amount of non-exempt transactions with any party-in-interest2021-12-31$563,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$259,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$301,472
Administrative expenses (other) incurred2021-12-31$550,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,403,095
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,079,511
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,676,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$111,075
Income. Interest from US Government securities2021-12-31$41,337
Income. Interest from corporate debt instruments2021-12-31$992,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,259,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,047,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,047,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$419
Asset value of US Government securities at end of year2021-12-31$1,467,447
Asset value of US Government securities at beginning of year2021-12-31$2,785,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$446,266
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$291,696
Income. Dividends from common stock2021-12-31$419,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,972,951
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$68,325
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$433,198
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$30,646,646
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$34,272,141
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$36,377,774
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$28,544,792
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$18,740,194
Aggregate carrying amount (costs) on sale of assets2021-12-31$18,706,056
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,991,714
Total unrealized appreciation/depreciation of assets2020-12-31$6,991,714
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,662,355
Total loss/gain on sale of assets2020-12-31$-245,217
Total of all expenses incurred2020-12-31$5,556,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,867,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$291,705
Value of total assets at end of year2020-12-31$69,676,416
Value of total assets at beginning of year2020-12-31$66,570,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$689,215
Total interest from all sources2020-12-31$1,228,150
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$396,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$55,920
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$301,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$941,250
Administrative expenses (other) incurred2020-12-31$508,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,106,038
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,676,416
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,570,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$124,426
Income. Interest from US Government securities2020-12-31$127,810
Income. Interest from corporate debt instruments2020-12-31$1,089,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,047,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,961,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,961,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,152
Asset value of US Government securities at end of year2020-12-31$2,785,304
Asset value of US Government securities at beginning of year2020-12-31$7,161,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$291,705
Employer contributions (assets) at end of year2020-12-31$291,696
Employer contributions (assets) at beginning of year2020-12-31$275,322
Income. Dividends from common stock2020-12-31$396,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,867,102
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$433,198
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$656,057
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$34,272,141
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$32,702,283
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$28,544,792
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$21,872,790
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$21,855,846
Aggregate carrying amount (costs) on sale of assets2020-12-31$22,101,063
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,946,053
Total unrealized appreciation/depreciation of assets2019-12-31$6,946,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,262,613
Total loss/gain on sale of assets2019-12-31$202,480
Total of all expenses incurred2019-12-31$5,638,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,943,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$305,322
Value of total assets at end of year2019-12-31$66,570,378
Value of total assets at beginning of year2019-12-31$62,946,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$694,599
Total interest from all sources2019-12-31$1,419,721
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$389,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$76,430
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$941,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$380,870
Administrative expenses (other) incurred2019-12-31$487,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,624,288
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,570,378
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,946,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$130,874
Income. Interest from US Government securities2019-12-31$337,683
Income. Interest from corporate debt instruments2019-12-31$1,003,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,961,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,284,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,284,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$78,934
Asset value of US Government securities at end of year2019-12-31$7,161,640
Asset value of US Government securities at beginning of year2019-12-31$14,963,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$305,322
Employer contributions (assets) at end of year2019-12-31$275,322
Employer contributions (assets) at beginning of year2019-12-31$80,658
Income. Dividends from common stock2019-12-31$389,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,943,726
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$656,057
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$937,148
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$32,702,283
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$28,015,686
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$21,872,790
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$17,283,324
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$32,407,967
Aggregate carrying amount (costs) on sale of assets2019-12-31$32,205,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-756,706
Total unrealized appreciation/depreciation of assets2018-12-31$-756,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-50,020
Total loss/gain on sale of assets2018-12-31$-1,278,107
Total of all expenses incurred2018-12-31$5,607,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,734,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$85,191
Value of total assets at end of year2018-12-31$62,946,090
Value of total assets at beginning of year2018-12-31$68,603,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$873,341
Total interest from all sources2018-12-31$1,546,313
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$353,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$68,252
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$380,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$352,953
Administrative expenses (other) incurred2018-12-31$670,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,657,833
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,946,090
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$68,603,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$134,336
Income. Interest from US Government securities2018-12-31$435,537
Income. Interest from corporate debt instruments2018-12-31$1,065,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,284,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,369,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,369,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$45,389
Asset value of US Government securities at end of year2018-12-31$14,963,809
Asset value of US Government securities at beginning of year2018-12-31$12,659,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$85,191
Employer contributions (assets) at end of year2018-12-31$80,658
Employer contributions (assets) at beginning of year2018-12-31$63,746
Income. Dividends from common stock2018-12-31$353,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,734,472
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$937,148
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$1,254,698
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$28,015,686
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$26,254,068
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$17,283,324
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$26,649,806
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$52,614,222
Aggregate carrying amount (costs) on sale of assets2018-12-31$53,892,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,507,509
Total unrealized appreciation/depreciation of assets2017-12-31$5,507,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,357,933
Total loss/gain on sale of assets2017-12-31$-74,445
Total of all expenses incurred2017-12-31$4,804,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,352,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$63,746
Value of total assets at end of year2017-12-31$68,603,923
Value of total assets at beginning of year2017-12-31$66,050,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$452,284
Total interest from all sources2017-12-31$1,386,525
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$474,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$39,833
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$352,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$376,726
Administrative expenses (other) incurred2017-12-31$280,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,553,492
Value of net assets at end of year (total assets less liabilities)2017-12-31$68,603,923
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$66,050,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$132,151
Income. Interest from US Government securities2017-12-31$317,101
Income. Interest from corporate debt instruments2017-12-31$1,056,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,369,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,204,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,204,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,332
Asset value of US Government securities at end of year2017-12-31$12,659,287
Asset value of US Government securities at beginning of year2017-12-31$17,344,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$63,746
Employer contributions (assets) at end of year2017-12-31$63,746
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$474,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,352,157
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$1,254,698
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,665,051
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$26,254,068
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$23,276,114
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$26,649,806
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$21,183,578
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$29,967,686
Aggregate carrying amount (costs) on sale of assets2017-12-31$30,042,131
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,185,197
Total unrealized appreciation/depreciation of assets2016-12-31$1,185,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,519,952
Total loss/gain on sale of assets2016-12-31$-1,134,285
Total of all expenses incurred2016-12-31$4,670,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,326,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$35,008
Value of total assets at end of year2016-12-31$66,050,431
Value of total assets at beginning of year2016-12-31$69,200,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$344,094
Total interest from all sources2016-12-31$1,397,162
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$503,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$72,363
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$376,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$261,636
Administrative expenses (other) incurred2016-12-31$195,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,150,282
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,050,431
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,200,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$76,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,538,824
Income. Interest from US Government securities2016-12-31$496,731
Income. Interest from corporate debt instruments2016-12-31$888,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,204,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,156,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,156,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,208
Asset value of US Government securities at end of year2016-12-31$17,344,492
Asset value of US Government securities at beginning of year2016-12-31$16,293,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-466,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$35,008
Income. Dividends from common stock2016-12-31$503,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,326,140
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,665,051
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$2,709,609
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$23,276,114
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$15,212,196
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$21,183,578
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$25,029,087
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$60,250,863
Aggregate carrying amount (costs) on sale of assets2016-12-31$61,385,148
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$41,963
Total unrealized appreciation/depreciation of assets2015-12-31$41,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$882,170
Total loss/gain on sale of assets2015-12-31$-924,481
Total of all expenses incurred2015-12-31$4,428,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,115,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,982
Value of total assets at end of year2015-12-31$69,200,713
Value of total assets at beginning of year2015-12-31$72,746,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$312,491
Total interest from all sources2015-12-31$1,113,609
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$766,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$130,179
Administrative expenses professional fees incurred2015-12-31$35,567
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$261,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$269,835
Administrative expenses (other) incurred2015-12-31$200,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,545,896
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,200,713
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,746,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$76,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,538,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Income. Interest from US Government securities2015-12-31$601,570
Income. Interest from corporate debt instruments2015-12-31$509,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,156,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,638,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,638,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,616
Asset value of US Government securities at end of year2015-12-31$16,293,352
Asset value of US Government securities at beginning of year2015-12-31$16,109,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-146,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$30,982
Income. Dividends from common stock2015-12-31$636,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,115,575
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$2,709,609
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$4,084,499
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$15,212,196
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$16,488,796
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$25,029,087
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$30,155,651
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$37,183,827
Aggregate carrying amount (costs) on sale of assets2015-12-31$38,108,308
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,991,629
Total unrealized appreciation/depreciation of assets2014-12-31$1,991,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,115,614
Total loss/gain on sale of assets2014-12-31$213,600
Total of all expenses incurred2014-12-31$4,411,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,065,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$98,479
Value of total assets at end of year2014-12-31$72,746,609
Value of total assets at beginning of year2014-12-31$73,042,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$346,410
Total interest from all sources2014-12-31$1,264,456
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$547,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$25,339
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$323,392
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$269,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$281,470
Administrative expenses (other) incurred2014-12-31$109,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-296,062
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,746,609
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,042,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$211,859
Income. Interest from US Government securities2014-12-31$386,575
Income. Interest from corporate debt instruments2014-12-31$876,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,638,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,041,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,041,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$971
Asset value of US Government securities at end of year2014-12-31$16,109,029
Asset value of US Government securities at beginning of year2014-12-31$17,619,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$98,479
Income. Dividends from preferred stock2014-12-31$3,675
Income. Dividends from common stock2014-12-31$543,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,065,266
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$4,084,499
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$6,704,159
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$16,488,796
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$15,636,012
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$30,155,651
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$28,436,107
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$55,990,924
Aggregate carrying amount (costs) on sale of assets2014-12-31$55,777,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,908,538
Total unrealized appreciation/depreciation of assets2013-12-31$3,908,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,349,877
Total loss/gain on sale of assets2013-12-31$1,475,334
Total of all expenses incurred2013-12-31$4,274,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,974,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$83,196
Value of total assets at end of year2013-12-31$73,042,671
Value of total assets at beginning of year2013-12-31$69,967,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$300,767
Total interest from all sources2013-12-31$1,402,560
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$480,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$36,489
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$323,392
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$363,720
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$281,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$319,149
Administrative expenses (other) incurred2013-12-31$157,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,075,061
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,042,671
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$69,967,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$106,641
Income. Interest from US Government securities2013-12-31$879,754
Income. Interest from corporate debt instruments2013-12-31$521,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,041,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,407,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,407,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,770
Asset value of US Government securities at end of year2013-12-31$17,619,770
Asset value of US Government securities at beginning of year2013-12-31$22,152,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$83,196
Income. Dividends from preferred stock2013-12-31$14,904
Income. Dividends from common stock2013-12-31$465,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,974,049
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$6,704,159
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$8,128,979
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$15,636,012
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$15,464,841
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$28,436,107
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$21,130,192
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$30,750,151
Aggregate carrying amount (costs) on sale of assets2013-12-31$29,274,817
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,462,671
Total unrealized appreciation/depreciation of assets2012-12-31$2,462,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,175,126
Total loss/gain on sale of assets2012-12-31$416,416
Total of all expenses incurred2012-12-31$4,140,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,884,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$104,517
Value of total assets at end of year2012-12-31$69,967,610
Value of total assets at beginning of year2012-12-31$68,932,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$255,795
Total interest from all sources2012-12-31$1,678,521
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$513,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$47,427
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$363,720
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$301,560
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$319,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$438,000
Administrative expenses (other) incurred2012-12-31$112,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,034,797
Value of net assets at end of year (total assets less liabilities)2012-12-31$69,967,610
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$68,932,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$96,188
Income. Interest from US Government securities2012-12-31$1,095,777
Income. Interest from corporate debt instruments2012-12-31$580,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,407,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,340,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,340,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,469
Asset value of US Government securities at end of year2012-12-31$22,152,749
Asset value of US Government securities at beginning of year2012-12-31$23,601,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$104,517
Income. Dividends from preferred stock2012-12-31$14,945
Income. Dividends from common stock2012-12-31$498,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,884,534
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$8,128,979
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$15,464,841
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$23,484,029
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$21,130,192
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$18,766,766
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$36,514,543
Aggregate carrying amount (costs) on sale of assets2012-12-31$36,098,127
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$813,404
Total unrealized appreciation/depreciation of assets2011-12-31$813,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,798,807
Total loss/gain on sale of assets2011-12-31$-429,695
Total of all expenses incurred2011-12-31$4,120,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,872,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$109,534
Value of total assets at end of year2011-12-31$68,932,813
Value of total assets at beginning of year2011-12-31$70,254,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$248,621
Total interest from all sources2011-12-31$1,902,652
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$402,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$38,400
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$301,560
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$327,705
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$438,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$434,733
Administrative expenses (other) incurred2011-12-31$111,966
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,321,933
Value of net assets at end of year (total assets less liabilities)2011-12-31$68,932,813
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$70,254,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$98,255
Income. Interest from US Government securities2011-12-31$722,376
Income. Interest from corporate debt instruments2011-12-31$1,179,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,340,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,403,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,403,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,187
Asset value of US Government securities at end of year2011-12-31$23,601,796
Asset value of US Government securities at beginning of year2011-12-31$23,279,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$109,534
Income. Dividends from preferred stock2011-12-31$26,326
Income. Dividends from common stock2011-12-31$376,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,872,119
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$23,484,029
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$25,188,365
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$18,766,766
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$19,620,181
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$31,547,940
Aggregate carrying amount (costs) on sale of assets2011-12-31$31,977,635
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,781,709
Total unrealized appreciation/depreciation of assets2010-12-31$3,781,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,342,133
Total loss/gain on sale of assets2010-12-31$151,664
Total of all expenses incurred2010-12-31$4,121,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,857,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$70,254,746
Value of total assets at beginning of year2010-12-31$68,033,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$263,407
Total interest from all sources2010-12-31$2,074,075
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$334,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$93,773
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$327,705
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$650,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$434,733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$564,943
Administrative expenses (other) incurred2010-12-31$69,132
Total non interest bearing cash at end of year2010-12-31$2
Total non interest bearing cash at beginning of year2010-12-31$2,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,220,954
Value of net assets at end of year (total assets less liabilities)2010-12-31$70,254,746
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,033,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$100,502
Income. Interest from US Government securities2010-12-31$1,242,885
Income. Interest from corporate debt instruments2010-12-31$829,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,403,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,280,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,280,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,790
Asset value of US Government securities at end of year2010-12-31$23,279,829
Asset value of US Government securities at beginning of year2010-12-31$29,547,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from preferred stock2010-12-31$10,484
Income. Dividends from common stock2010-12-31$324,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,857,772
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$25,188,365
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$20,043,688
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$19,620,181
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$16,595,344
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$42,067,977
Aggregate carrying amount (costs) on sale of assets2010-12-31$41,916,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 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 AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF

2022: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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