AMERICAN COLLEGE OF SURGEONS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS' RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2019 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS' RETIREMENT PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,087,255 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,087,255 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| 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 | $56,887 |
| Expenses. Interest paid | 2019-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $14,880,906 |
| Total loss/gain on sale of assets | 2019-12-31 | $-469,757 |
| Total of all expenses incurred | 2019-12-31 | $3,413,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,774,025 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,520,000 |
| Value of total assets at end of year | 2019-12-31 | $58,603,920 |
| Value of total assets at beginning of year | 2019-12-31 | $47,193,217 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $639,291 |
| Total income from rents | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $3,082 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $516,017 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $291,791 |
| Administrative expenses professional fees incurred | 2019-12-31 | $84,344 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
| Contributions received from participants | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $27,577 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $8 |
| Administrative expenses (other) incurred | 2019-12-31 | $304,395 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $56,887 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Income. Non cash contributions | 2019-12-31 | $0 |
| Value of net income/loss | 2019-12-31 | $11,467,590 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $58,603,920 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $47,136,330 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $152,472 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,081,110 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,707,560 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,669,327 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $966,836 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $3,082 |
| Income. Interest from US Government securities | 2019-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $22,390,035 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $16,080,450 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $224,039 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $746,665 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $86,055 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,391,581 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $6,520,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $6,520,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $7,815,056 |
| Income. Dividends from preferred stock | 2019-12-31 | $67 |
| Income. Dividends from common stock | 2019-12-31 | $224,159 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,774,025 |
| Contract administrator fees | 2019-12-31 | $98,080 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $10,943,448 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $12,371,699 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $25,204,987 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $25,674,744 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | RSM US LLP |
| Accountancy firm EIN | 2019-12-31 | 420714325 |
