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AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameAMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN
Plan identification number 002

AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN 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.
  • 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 ACADEMY OF ACTUARIES has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY OF ACTUARIES
Employer identification number (EIN):366142798
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN ACADEMY OF ACTUARIES

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 772235

More information about AMERICAN ACADEMY OF ACTUARIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01THOMAS HOPKINS2024-06-18
0022022-01-01THOMAS HOPKINS2023-07-26
0022021-01-01THOMAS HOPKINS2022-07-19
0022020-01-01THOMAS HOPKINS2021-07-19
0022019-01-01JIM URDANICK2020-07-31
0022018-01-01STEVEN F. KNELL2019-07-24
0022017-01-01STEVEN F. KNELL2018-07-12
0022016-01-01STEVEN F. KNELL2017-06-22
0022015-01-01STEVEN F. KNELL2016-05-02
0022014-01-01STEVEN F. KNELL2015-06-12
0022013-01-01STEVEN F. KNELL2014-04-10
0022012-01-01STEVE KNELL2014-03-28
0022011-01-01STEVE KNELL2012-06-14
0022010-01-01STEVEN F. KNELL2011-10-13

Plan Statistics for AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN

Measure Date Value
2025: AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-0263
Total number of particpants at end of year2025-09-0268
Number of Participants With Account Balances2025-09-0259
2024: AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1860
Total number of particpants at end of year2024-06-1863
Number of Participants With Account Balances2024-06-1857

Financial Data on AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN

Measure Date Value
2025 : AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-02337539
Net assets as of the end of the plan year2025-09-0218642309
Total assets as of the beginning of the plan year2025-09-0215560762
Value of plan covered by a fidelity bond2025-09-02500000
Participant contributions to plan in this plan year2025-09-02477010
Value of participant loans at end of plan year2025-09-0245630
Other contributions to plan in this plan year2025-09-020
Other income to plan in this plan year2025-09-022434714
Plan net income in this plan year2025-09-023081547
Net assets as of the end of the plan year2025-09-0218642309
Net assets as of the beginning of the plan year2025-09-0215560762
Employer contributions to plan in this plan year2025-09-02507362
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0247054
2024 : AMERICAN ACADEMY OF ACTUARIES 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-18383652
Net assets as of the end of the plan year2024-06-1815560762
Total assets as of the beginning of the plan year2024-06-1812546945
Value of plan covered by a fidelity bond2024-06-18500000
Participant contributions to plan in this plan year2024-06-18443170
Value of participant loans at end of plan year2024-06-1884460
Other contributions to plan in this plan year2024-06-188639
Other income to plan in this plan year2024-06-182453669
Plan net income in this plan year2024-06-183013817
Net assets as of the end of the plan year2024-06-1815560762
Net assets as of the beginning of the plan year2024-06-1812546945
Employer contributions to plan in this plan year2024-06-18491991
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1838611

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