Logo

ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ALPHA PHI INTERNATIONAL FRATERNITY has sponsored the creation of one or more 401k plans.

Company Name:ALPHA PHI INTERNATIONAL FRATERNITY
Employer identification number (EIN):362077508
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KARY HUFFMAN2024-06-21 KARY HUFFMAN2024-06-21
0012022-01-01CAROL SELLARDS2023-10-10 CAROL SELLARDS2023-10-10
0012021-01-01CAROL SCHAR SELLARDS2022-10-12
0012021-01-01CAROL SCHAR SELLARDS2022-10-12
0012020-01-01CAROL SCHAR SELLARDS2021-10-08
0012019-01-01CAROL SCHAR SELLARDS2020-10-13
0012018-01-01CAROL SCHAR SELLARDS2019-07-31
0012017-01-01CAROL SCHAR SELLARDS2018-07-30
0012016-01-01CAROL SCHAR SELLARDS2017-07-27
0012015-01-01CAROL SCHAR SELLARDS2016-07-22
0012014-01-01CAROL SCHAR SELLARDS2015-07-31
0012013-01-01CAROL SCHAR SELLARDS2014-07-31
0012012-01-01CAROL SCHAR SELLARDS2013-07-31
0012011-01-01CAROL SCHAR SELLARDS2012-07-16
0012010-01-01ALPHA PHI INTERNATIONAL FRAT2011-07-29

Plan Statistics for ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-2297
Total number of particpants at end of year2025-07-2254
Number of Participants With Account Balances2025-07-2252
Total number of particpants at beginning of year2025-06-0554
Total number of particpants at end of year2025-06-0563
Number of Participants With Account Balances2025-06-0563
2022: ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-1240
Total number of particpants at end of year2022-10-1235
Number of Participants With Account Balances2022-10-1215

Financial Data on ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-22533184
Net assets as of the end of the plan year2025-07-222266683
Total assets as of the beginning of the plan year2025-07-222298605
Value of plan covered by a fidelity bond2025-07-22250000
Participant contributions to plan in this plan year2025-07-22148321
Value of participant loans at end of plan year2025-07-221702
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-22324392
Plan net income in this plan year2025-07-22-31922
Net assets as of the end of the plan year2025-07-222266683
Net assets as of the beginning of the plan year2025-07-222298605
Employer contributions to plan in this plan year2025-07-2228549
Fees paid to broker by Benefit Provider2025-07-2221141
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2227771
Total transfers to/from plan in this plan year2025-06-050
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-0597206
Net assets as of the end of the plan year2025-06-052726935
Total assets as of the beginning of the plan year2025-06-052266683
Value of plan covered by a fidelity bond2025-06-05250000
Participant contributions to plan in this plan year2025-06-05179404
Value of participant loans at end of plan year2025-06-056766
Other expenses paid from plan in this plan year2025-06-050
Other contributions to plan in this plan year2025-06-0512916
Other income to plan in this plan year2025-06-05303198
Plan net income in this plan year2025-06-05460252
Net assets as of the end of the plan year2025-06-052726935
Net assets as of the beginning of the plan year2025-06-052266683
Employer contributions to plan in this plan year2025-06-0561940
Fees paid to broker by Benefit Provider2025-06-0518698
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0528431
2022 : ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-1218651
Net assets as of the end of the plan year2022-10-122611001
Total assets as of the beginning of the plan year2022-10-122224278
Value of plan covered by a fidelity bond2022-10-12222428
Participant contributions to plan in this plan year2022-10-12101141
Value of participant loans at end of plan year2022-10-123104
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12271667
Plan net income in this plan year2022-10-12386723
Net assets as of the end of the plan year2022-10-122611001
Net assets as of the beginning of the plan year2022-10-122224278
Employer contributions to plan in this plan year2022-10-1232566
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-12424

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup