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AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 401k Plan overview

Plan NameAMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN
Plan identification number 001

AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 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).
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:AMERICAN ASSOCIATION OF NURSE ANESTHETISTS
Employer identification number (EIN):362113743
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 ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-09-01
0012018-09-01
0012017-09-01
0012016-09-01BOB HALL
0012015-09-01BOB HALL
0012014-09-01BOB HALL
0012014-09-01BOB HALL2017-05-15
0012013-09-01STEVEN PENIO
0012012-09-01STEVEN PENIO
0012011-09-01STEVEN PENIO
0012009-09-01LAURA E. GOOD
0012007-01-01JEFFREY RAIZEN

Plan Statistics for AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN

401k plan membership statisitcs for AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN

Measure Date Value
2018: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01160
Total number of active participants reported on line 7a of the Form 55002018-09-010
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
Market value of plan assets2018-08-3115,989,163
Acturial value of plan assets2018-08-3115,989,163
Funding target for retired participants and beneficiaries receiving payment2018-08-31787,580
Number of terminated vested participants2018-08-3181
Fundng target for terminated vested participants2018-08-315,142,181
Active participant vested funding target2018-08-316,778,276
Number of active participants2018-08-3173
Total funding liabilities for active participants2018-08-316,778,276
Total participant count2018-08-31163
Total funding target for all participants2018-08-3112,708,037
Balance at beginning of prior year after applicable adjustments2018-08-31325,529
Prefunding balance at beginning of prior year after applicable adjustments2018-08-31342,079
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-31325,529
Amount remaining of prefunding balance2018-08-31342,079
Present value of excess contributions2018-08-31423,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-31449,319
Balance of carryovers at beginning of current year2018-08-31349,846
Balance of prefunding at beginning of current year2018-08-31367,632
Total employer contributions2018-08-31900,000
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-31839,983
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-310
Net shortfall amortization installment of oustanding balance2018-08-310
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-310
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-310
Contributions allocatedtoward minimum required contributions for current year2018-08-31839,983
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01163
Total number of active participants reported on line 7a of the Form 55002017-09-0160
Number of retired or separated participants receiving benefits2017-09-0111
Number of other retired or separated participants entitled to future benefits2017-09-0188
Total of all active and inactive participants2017-09-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-011
Total participants2017-09-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
Market value of plan assets2017-08-3115,016,403
Acturial value of plan assets2017-08-3115,016,403
Funding target for retired participants and beneficiaries receiving payment2017-08-31795,329
Number of terminated vested participants2017-08-3181
Fundng target for terminated vested participants2017-08-314,498,140
Active participant vested funding target2017-08-316,436,369
Number of active participants2017-08-3174
Total funding liabilities for active participants2017-08-316,436,369
Total participant count2017-08-31164
Total funding target for all participants2017-08-3111,729,838
Balance at beginning of prior year after applicable adjustments2017-08-31289,978
Prefunding balance at beginning of prior year after applicable adjustments2017-08-31304,720
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-31289,978
Amount remaining of prefunding balance2017-08-31304,720
Present value of excess contributions2017-08-31910,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-31968,718
Balance of carryovers at beginning of current year2017-08-31325,529
Balance of prefunding at beginning of current year2017-08-31342,079
Total employer contributions2017-08-31468,188
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-31423,127
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-310
Net shortfall amortization installment of oustanding balance2017-08-310
Waiver amortization installment2017-08-310
Waived amount of outstanding balance2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-310
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-310
Contributions allocatedtoward minimum required contributions for current year2017-08-31423,127
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310
2016: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01164
Total number of active participants reported on line 7a of the Form 55002016-09-0173
Number of retired or separated participants receiving benefits2016-09-019
Number of other retired or separated participants entitled to future benefits2016-09-0181
Total of all active and inactive participants2016-09-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01166
Total number of active participants reported on line 7a of the Form 55002015-09-0174
Number of retired or separated participants receiving benefits2015-09-019
Number of other retired or separated participants entitled to future benefits2015-09-0181
Total of all active and inactive participants2015-09-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01166
Total number of active participants reported on line 7a of the Form 55002014-09-0176
Number of retired or separated participants receiving benefits2014-09-017
Number of other retired or separated participants entitled to future benefits2014-09-0183
Total of all active and inactive participants2014-09-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01168
Total number of active participants reported on line 7a of the Form 55002013-09-0181
Number of retired or separated participants receiving benefits2013-09-017
Number of other retired or separated participants entitled to future benefits2013-09-0178
Total of all active and inactive participants2013-09-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01171
Total number of active participants reported on line 7a of the Form 55002012-09-0190
Number of retired or separated participants receiving benefits2012-09-014
Number of other retired or separated participants entitled to future benefits2012-09-0174
Total of all active and inactive participants2012-09-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01161
Total number of active participants reported on line 7a of the Form 55002011-09-01107
Number of retired or separated participants receiving benefits2011-09-012
Number of other retired or separated participants entitled to future benefits2011-09-0162
Total of all active and inactive participants2011-09-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-014
2009: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01146
Total number of active participants reported on line 7a of the Form 55002009-09-01106
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0148
Total of all active and inactive participants2009-09-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-011
2007: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01102
Total number of active participants reported on line 7a of the Form 55002007-01-01108
Number of other retired or separated participants entitled to future benefits2007-01-016
Total of all active and inactive participants2007-01-01114
Total participants2007-01-01114
Number of participants with account balances2007-01-01104

Financial Data on AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN

Measure Date Value
2019 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
2018 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$88,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$34,229
Total income from all sources (including contributions)2018-08-31$1,519,069
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$1,086,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$958,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$900,000
Value of total assets at end of year2018-08-31$16,944,765
Value of total assets at beginning of year2018-08-31$16,457,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$128,073
Total interest from all sources2018-08-31$14,393
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$0
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$1,350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-31$872,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$13,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$88,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$34,229
Administrative expenses (other) incurred2018-08-31$31,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$432,743
Value of net assets at end of year (total assets less liabilities)2018-08-31$16,855,865
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$16,423,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$96,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$7,001,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$15,949,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$9,029,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$40,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$40,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$14,393
Asset value of US Government securities at end of year2018-08-31$0
Asset value of US Government securities at beginning of year2018-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$604,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$900,000
Employer contributions (assets) at end of year2018-08-31$900,000
Employer contributions (assets) at beginning of year2018-08-31$468,188
Income. Dividends from common stock2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$86,030
Assets. Corporate common stocks other than exployer securities at end of year2018-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-31$0
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31LEGACY PROFESIONALS LLP
Accountancy firm EIN2018-08-31320043599
2017 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$34,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$34,842
Total income from all sources (including contributions)2017-08-31$1,661,494
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$251,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$140,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$468,188
Value of total assets at end of year2017-08-31$16,457,351
Value of total assets at beginning of year2017-08-31$15,047,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$111,186
Total interest from all sources2017-08-31$162
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$0
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,350,000
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$68,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$34,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$34,842
Administrative expenses (other) incurred2017-08-31$28,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$1,410,278
Value of net assets at end of year (total assets less liabilities)2017-08-31$16,423,122
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$15,012,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$82,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$15,949,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$14,007,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$40,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$40,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$40,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$162
Asset value of US Government securities at end of year2017-08-31$0
Asset value of US Government securities at beginning of year2017-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$1,193,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$468,188
Employer contributions (assets) at end of year2017-08-31$468,188
Employer contributions (assets) at beginning of year2017-08-31$1,000,000
Income. Dividends from common stock2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$71,696
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$0
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31LEGACY PROFESIONALS SSP
Accountancy firm EIN2017-08-31320043599
2016 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$1,596,830
Total unrealized appreciation/depreciation of assets2016-08-31$1,596,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$34,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$35,311
Total income from all sources (including contributions)2016-08-31$2,622,776
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$278,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$167,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,000,000
Value of total assets at end of year2016-08-31$15,047,686
Value of total assets at beginning of year2016-08-31$12,703,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$110,857
Total interest from all sources2016-08-31$67
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$0
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-08-31$92,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$34,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$35,311
Administrative expenses (other) incurred2016-08-31$25,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$2,344,560
Value of net assets at end of year (total assets less liabilities)2016-08-31$15,012,844
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$12,668,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$85,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$14,007,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$12,163,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$40,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$40,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$40,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$67
Asset value of US Government securities at end of year2016-08-31$0
Asset value of US Government securities at beginning of year2016-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$25,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31Yes
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$1,000,000
Employer contributions (assets) at end of year2016-08-31$1,000,000
Employer contributions (assets) at beginning of year2016-08-31$500,000
Income. Dividends from common stock2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$74,818
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$0
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31LEGACY PROFESIONALS SSP
Accountancy firm EIN2016-08-31320043599
2015 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-521,493
Total unrealized appreciation/depreciation of assets2015-08-31$-521,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$35,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$68,669
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$168,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$61,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$500,000
Value of total assets at end of year2015-08-31$12,703,595
Value of total assets at beginning of year2015-08-31$12,768,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$107,828
Total interest from all sources2015-08-31$12
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$10,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$4,868
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$11,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$35,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$0
Other income not declared elsewhere2015-08-31$0
Administrative expenses (other) incurred2015-08-31$25,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-100,311
Value of net assets at end of year (total assets less liabilities)2015-08-31$12,668,284
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$12,768,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$82,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$12,163,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$12,017,627
Income. Interest from US Government securities2015-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$40,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$97,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$97,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$12
Asset value of US Government securities at end of year2015-08-31$0
Asset value of US Government securities at beginning of year2015-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$80,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$500,000
Employer contributions (assets) at end of year2015-08-31$500,000
Employer contributions (assets) at beginning of year2015-08-31$500,000
Income. Dividends from common stock2015-08-31$5,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$61,152
Assets. Corporate common stocks other than exployer securities at end of year2015-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-08-31$142,375
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31LEGACY PROFESIONALS SSP
Accountancy firm EIN2015-08-31320043599
2014 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$453,455
Total unrealized appreciation/depreciation of assets2014-08-31$453,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$1,506,223
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$273,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$192,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$500,000
Value of total assets at end of year2014-08-31$12,768,595
Value of total assets at beginning of year2014-08-31$11,536,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$81,500
Total interest from all sources2014-08-31$42
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$414,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$408,472
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$11,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$9,615
Other income not declared elsewhere2014-08-31$142,408
Administrative expenses (other) incurred2014-08-31$22,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$1,232,266
Value of net assets at end of year (total assets less liabilities)2014-08-31$12,768,595
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$11,536,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$58,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$12,017,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$10,010,876
Income. Interest from US Government securities2014-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$97,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$397,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$397,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$42
Asset value of US Government securities at end of year2014-08-31$0
Asset value of US Government securities at beginning of year2014-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$-4,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$500,000
Employer contributions (assets) at end of year2014-08-31$500,000
Employer contributions (assets) at beginning of year2014-08-31$1,000,000
Income. Dividends from common stock2014-08-31$6,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$192,457
Assets. Corporate common stocks other than exployer securities at end of year2014-08-31$142,375
Assets. Corporate common stocks other than exployer securities at beginning of year2014-08-31$118,114
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$0
Aggregate carrying amount (costs) on sale of assets2014-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31LEGACY PROFESIONALS SSP
Accountancy firm EIN2014-08-31320043599
2013 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$-167,326
Total unrealized appreciation/depreciation of assets2013-08-31$-167,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$2,242,517
Total loss/gain on sale of assets2013-08-31$4,319
Total of all expenses incurred2013-08-31$1,176,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,118,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$1,937,200
Value of total assets at end of year2013-08-31$11,536,329
Value of total assets at beginning of year2013-08-31$10,470,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$57,893
Total interest from all sources2013-08-31$39
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$359,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$354,063
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$9,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$8,476
Other income not declared elsewhere2013-08-31$0
Administrative expenses (other) incurred2013-08-31$19,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$1,065,926
Value of net assets at end of year (total assets less liabilities)2013-08-31$11,536,329
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$10,470,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$38,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$10,010,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$4,128,247
Income. Interest from US Government securities2013-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$397,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$311,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$311,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$39
Asset value of US Government securities at end of year2013-08-31$0
Asset value of US Government securities at beginning of year2013-08-31$4,826,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$108,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$1,937,200
Employer contributions (assets) at end of year2013-08-31$1,000,000
Employer contributions (assets) at beginning of year2013-08-31$1,000,000
Income. Dividends from common stock2013-08-31$5,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,118,698
Assets. Corporate common stocks other than exployer securities at end of year2013-08-31$118,114
Assets. Corporate common stocks other than exployer securities at beginning of year2013-08-31$195,029
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$103,815
Aggregate carrying amount (costs) on sale of assets2013-08-31$99,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31LEGACY PROFESSIONALS SSP
Accountancy firm EIN2013-08-31320043599
2012 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$138,912
Total unrealized appreciation/depreciation of assets2012-08-31$138,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$2,177,216
Total loss/gain on sale of assets2012-08-31$208,097
Total of all expenses incurred2012-08-31$167,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$115,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,494,376
Value of total assets at end of year2012-08-31$10,470,403
Value of total assets at beginning of year2012-08-31$8,460,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$52,104
Total interest from all sources2012-08-31$218,369
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$42,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$39,560
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$8,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$0
Other income not declared elsewhere2012-08-31$10
Administrative expenses (other) incurred2012-08-31$61
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$2,009,977
Value of net assets at end of year (total assets less liabilities)2012-08-31$10,470,403
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$8,460,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$52,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$4,128,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$8,390,503
Income. Interest from US Government securities2012-08-31$218,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$311,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$69,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$69,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$102
Asset value of US Government securities at end of year2012-08-31$4,826,656
Asset value of US Government securities at beginning of year2012-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$75,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,494,376
Employer contributions (assets) at end of year2012-08-31$1,000,000
Income. Dividends from common stock2012-08-31$2,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$115,135
Assets. Corporate common stocks other than exployer securities at end of year2012-08-31$195,029
Assets. Corporate common stocks other than exployer securities at beginning of year2012-08-31$0
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Aggregate proceeds on sale of assets2012-08-31$6,297,266
Aggregate carrying amount (costs) on sale of assets2012-08-31$6,089,169
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-08-31320043599
2011 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$631,209
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$8,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$659,169
Value of total assets at end of year2011-08-31$8,460,426
Value of total assets at beginning of year2011-08-31$7,837,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$8,250
Total interest from all sources2011-08-31$272,715
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$622,959
Value of net assets at end of year (total assets less liabilities)2011-08-31$8,460,426
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$7,837,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$8,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$8,390,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$321,841
Interest earned on other investments2011-08-31$272,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$69,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$11,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$11,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$7,504,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$-300,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$659,169
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-08-31320043599
2010 : AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN

2018: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedYes
2018-09-01This submission is the final filingYes
2018-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes
2007: AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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