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AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN MEDICAL WRITERS ASSOC has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN MEDICAL WRITERS ASSOC
Employer identification number (EIN):351058129
NAIC Classification:511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN KRUG2024-06-13
0012022-01-01SUSAN KRUG2023-07-18
0012021-01-01SUSAN KRUG2022-05-24
0012020-01-01SUSAN KRUG2021-06-18
0012019-01-01SUSAN KRUG2020-06-30
0012018-01-01SUSAN KRUG2019-07-18
0012017-01-01SUSAN KRUG2018-06-11
0012016-01-01SUSAN KRUG2017-07-07
0012015-01-01SUSAN KRUG2016-07-18
0012014-01-01SUSAN KRUG2015-06-29
0012013-01-01SUSAN KRUG2014-06-17
0012012-01-01SUSAN KRUG2013-07-31
0012011-01-01SUSAN KRUG2012-07-25
0012010-01-01CAROL GRIFFIN2011-07-13
0012009-01-01DONNA MUNARI CAROL GRIFFIN2010-10-13
0012009-01-01DONNA MUNARI DONNA MUNARI2010-09-22

Plan Statistics for AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-2416
Total number of particpants at end of year2025-06-2416
Number of Participants With Account Balances2025-06-2415
2024: AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-1314
Total number of particpants at end of year2024-06-1316
Number of Participants With Account Balances2024-06-1316
2022: AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-2411
Total number of particpants at end of year2022-05-2411
Number of Participants With Account Balances2022-05-2411
2009: AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0111
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2422942
Net assets as of the end of the plan year2025-06-241335830
Total assets as of the beginning of the plan year2025-06-241046686
Value of plan covered by a fidelity bond2025-06-24105000
Participant contributions to plan in this plan year2025-06-2490052
Other contributions to plan in this plan year2025-06-2449238
Other income to plan in this plan year2025-06-24129089
Plan net income in this plan year2025-06-24289144
Net assets as of the end of the plan year2025-06-241335830
Net assets as of the beginning of the plan year2025-06-241046686
Employer contributions to plan in this plan year2025-06-2443707
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2465
2024 : AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-13303
Net assets as of the end of the plan year2024-06-131046686
Total assets as of the beginning of the plan year2024-06-13786148
Value of plan covered by a fidelity bond2024-06-1379000
Participant contributions to plan in this plan year2024-06-1375388
Other contributions to plan in this plan year2024-06-1315000
Other income to plan in this plan year2024-06-13127301
Plan net income in this plan year2024-06-13260538
Net assets as of the end of the plan year2024-06-131046686
Net assets as of the beginning of the plan year2024-06-13786148
Employer contributions to plan in this plan year2024-06-1343152
2022 : AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2424123
Net assets as of the end of the plan year2022-05-24840465
Total assets as of the beginning of the plan year2022-05-24695310
Value of plan covered by a fidelity bond2022-05-2470000
Participant contributions to plan in this plan year2022-05-2455618
Other income to plan in this plan year2022-05-2482231
Plan net income in this plan year2022-05-24145155
Net assets as of the end of the plan year2022-05-24840465
Net assets as of the beginning of the plan year2022-05-24695310
Employer contributions to plan in this plan year2022-05-2431429
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2455
2009 : AMERICAN MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST 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 MEDICAL WRITERS ASSOC 401K PROFIT SHARING PLAN & TRUST

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

Potentially related plans

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