AMERICAN ACADEMY OF OPHTHALMOLOGY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF OPHTHALMOLOGY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2012 : AMERICAN ACADEMY OF OPHTHALMOLOGY 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-03-26 | $0 |
| Total transfer of assets from this plan | 2012-03-26 | $30,122,745 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-26 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-26 | $0 |
| Total income from all sources (including contributions) | 2012-03-26 | $2,788,212 |
| Total loss/gain on sale of assets | 2012-03-26 | $0 |
| Total of all expenses incurred | 2012-03-26 | $3,086,164 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-26 | $3,085,580 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-26 | $0 |
| Value of total assets at end of year | 2012-03-26 | $0 |
| Value of total assets at beginning of year | 2012-03-26 | $30,420,697 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-26 | $584 |
| Total interest from all sources | 2012-03-26 | $30,984 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-03-26 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-26 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-03-26 | $0 |
| Was this plan covered by a fidelity bond | 2012-03-26 | Yes |
| Value of fidelity bond cover | 2012-03-26 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-26 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-26 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-26 | No |
| Participant contributions at end of year | 2012-03-26 | $0 |
| Participant contributions at beginning of year | 2012-03-26 | $595,143 |
| Other income not declared elsewhere | 2012-03-26 | $-35,502 |
| Administrative expenses (other) incurred | 2012-03-26 | $584 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-26 | No |
| Value of net income/loss | 2012-03-26 | $-297,952 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-26 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-26 | $30,420,697 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-26 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-26 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-26 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-26 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-26 | $4,787,478 |
| Value of interest in pooled separate accounts at end of year | 2012-03-26 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2012-03-26 | $18,724,954 |
| Interest earned on other investments | 2012-03-26 | $30,984 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-03-26 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-03-26 | $5,696,048 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-26 | $684,837 |
| Net investment gain/loss from pooled separate accounts | 2012-03-26 | $2,107,893 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-26 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-26 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-26 | No |
| Employer contributions (assets) at end of year | 2012-03-26 | $0 |
| Employer contributions (assets) at beginning of year | 2012-03-26 | $617,074 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-26 | $3,085,580 |
| Did the plan have assets held for investment | 2012-03-26 | No |
| 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 | 2012-03-26 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-26 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-26 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-03-26 | Disclaimer |
| Accountancy firm name | 2012-03-26 | BURR PILGER MAYER |
| Accountancy firm EIN | 2012-03-26 | 263839190 |
| 2011 : AMERICAN ACADEMY OF OPHTHALMOLOGY 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $2,887,423 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $2,171,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,168,899 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,976,900 |
| Value of total assets at end of year | 2011-12-31 | $30,420,697 |
| Value of total assets at beginning of year | 2011-12-31 | $29,704,875 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,702 |
| Total interest from all sources | 2011-12-31 | $188,138 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $38,738 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $38,738 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,372,659 |
| Participant contributions at end of year | 2011-12-31 | $595,143 |
| Participant contributions at beginning of year | 2011-12-31 | $625,030 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $50,117 |
| Administrative expenses (other) incurred | 2011-12-31 | $2,702 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $715,822 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $30,420,697 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $29,704,875 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,787,478 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,820,024 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $18,724,954 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $20,218,663 |
| Interest on participant loans | 2011-12-31 | $27,529 |
| Interest earned on other investments | 2011-12-31 | $160,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $5,696,048 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $5,406,026 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-461,076 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $144,723 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,554,124 |
| Employer contributions (assets) at end of year | 2011-12-31 | $617,074 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $635,132 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,168,899 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BURR PILGER MAYER |
| Accountancy firm EIN | 2011-12-31 | 263839190 |
| 2010 : AMERICAN ACADEMY OF OPHTHALMOLOGY 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,287,087 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $804,751 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $807,557 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $-7,215 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,003,722 |
| Value of total assets at end of year | 2010-12-31 | $29,704,875 |
| Value of total assets at beginning of year | 2010-12-31 | $24,222,539 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,409 |
| Total interest from all sources | 2010-12-31 | $192,117 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $29,217 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $29,217 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,356,312 |
| Participant contributions at end of year | 2010-12-31 | $625,030 |
| Participant contributions at beginning of year | 2010-12-31 | $573,813 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $92,955 |
| Other income not declared elsewhere | 2010-12-31 | $1,602 |
| Administrative expenses (other) incurred | 2010-12-31 | $4,409 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $5,482,336 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $29,704,875 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $24,222,539 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,820,024 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $20,218,663 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $18,163,351 |
| Interest on participant loans | 2010-12-31 | $29,868 |
| Interest earned on other investments | 2010-12-31 | $162,249 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $5,406,026 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $4,868,799 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $230,271 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,830,158 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,554,455 |
| Employer contributions (assets) at end of year | 2010-12-31 | $635,132 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $616,576 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $807,557 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | HOOD & STRONG LLP |
| Accountancy firm EIN | 2010-12-31 | 941254756 |
| 2009 : AMERICAN ACADEMY OF OPHTHALMOLOGY 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
