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Plan Name | AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AMERICANS FOR PROSPERITY FOUNDATION |
Employer identification number (EIN): | 521527294 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about AMERICANS FOR PROSPERITY FOUNDATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1995-01-20 |
Company Identification Number: | 0010319307 |
Legal Registered Office Address: |
211 E 7TH ST STE 620 AUSTIN United States of America (USA) 78701 |
More information about AMERICANS FOR PROSPERITY FOUNDATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | STEPHEN WILCOX | |||
001 | 2015-01-01 | ROBERT HEATON | |||
001 | 2014-01-01 | ROBERT HEATON | |||
001 | 2013-01-01 | LUKE HILGEMANN | |||
001 | 2012-01-01 | LUKE HILGEMANN | |||
001 | 2011-01-01 | STEVE CORDER | |||
001 | 2010-01-01 | STEVE CORDER | 2011-05-17 |
Measure | Date | Value |
---|---|---|
2016: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 658 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 291 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 442 |
Total of all active and inactive participants | 2016-01-01 | 750 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 750 |
Number of participants with account balances | 2016-01-01 | 648 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 524 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 425 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 217 |
Total of all active and inactive participants | 2015-01-01 | 658 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 658 |
Number of participants with account balances | 2015-01-01 | 421 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 43 |
2014: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 319 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 205 |
Total of all active and inactive participants | 2014-01-01 | 524 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 524 |
Number of participants with account balances | 2014-01-01 | 393 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 203 |
Total of all active and inactive participants | 2013-01-01 | 374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 374 |
Number of participants with account balances | 2013-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 126 |
Total of all active and inactive participants | 2012-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 306 |
Number of participants with account balances | 2012-01-01 | 306 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 52 |
Total of all active and inactive participants | 2011-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 166 |
Number of participants with account balances | 2011-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,186,058 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $344,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $333,467 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $10,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,701,480 |
Value of total assets at end of year | 2016-12-31 | $6,404,004 |
Value of total assets at beginning of year | 2016-12-31 | $4,562,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $2,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $376,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,022,361 |
Participant contributions at end of year | 2016-12-31 | $87,821 |
Participant contributions at beginning of year | 2016-12-31 | $56,963 |
Participant contributions at end of year | 2016-12-31 | $17,139 |
Participant contributions at beginning of year | 2016-12-31 | $39,813 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $110,032 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,841,830 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,404,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,562,174 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,215,908 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,404,545 |
Interest on participant loans | 2016-12-31 | $2,695 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $79,261 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $41,005 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $41,005 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $481,883 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $569,087 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,875 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $19,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $333,467 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DEMBO,JONES,HENLY,PENNINGTON&MARSHA |
Accountancy firm EIN | 2016-12-31 | 521073331 |
2015 : AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,201,111 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $395,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $388,330 |
Value of total corrective distributions | 2015-12-31 | $1,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,395,858 |
Value of total assets at end of year | 2015-12-31 | $4,562,174 |
Value of total assets at beginning of year | 2015-12-31 | $3,756,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,539 |
Total interest from all sources | 2015-12-31 | $1,787 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $376,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $875,018 |
Participant contributions at end of year | 2015-12-31 | $56,963 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $39,813 |
Participant contributions at beginning of year | 2015-12-31 | $241 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $29,496 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $13,174 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $805,373 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,562,174 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,756,801 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,404,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,722,514 |
Interest on participant loans | 2015-12-31 | $1,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $41,005 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $20,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $20,872 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-196,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $491,344 |
Employer contributions (assets) at end of year | 2015-12-31 | $19,848 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $388,330 |
Contract administrator fees | 2015-12-31 | $5,539 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DEMBO,JONES,HENLY,PENNINGTON&MARSHA |
Accountancy firm EIN | 2015-12-31 | 521073331 |
2014 : AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,226,209 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $452,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $447,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,201,576 |
Value of total assets at end of year | 2014-12-31 | $3,756,801 |
Value of total assets at beginning of year | 2014-12-31 | $2,983,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,428 |
Total interest from all sources | 2014-12-31 | $140 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $656,143 |
Participant contributions at end of year | 2014-12-31 | $241 |
Participant contributions at beginning of year | 2014-12-31 | $241 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $212,960 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $13,174 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $1,357 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $773,303 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,756,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,983,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,722,514 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,530,045 |
Interest on participant loans | 2014-12-31 | $140 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $20,872 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $104,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $104,722 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $24,493 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $332,473 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $347,133 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $447,478 |
Contract administrator fees | 2014-12-31 | $5,428 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DEMBO,JONES,HENLY,PENNINGTON&MARSHA |
Accountancy firm EIN | 2014-12-31 | 521073331 |
2013 : AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,410,801 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $551,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $547,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,017,035 |
Value of total assets at end of year | 2013-12-31 | $2,983,498 |
Value of total assets at beginning of year | 2013-12-31 | $2,124,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,866 |
Total interest from all sources | 2013-12-31 | $49 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $213,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $479,950 |
Participant contributions at end of year | 2013-12-31 | $241 |
Participant contributions at beginning of year | 2013-12-31 | $17,828 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $189,952 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $14 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $1,357 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $1,449 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $858,869 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,983,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,124,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,530,045 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,697,494 |
Interest on participant loans | 2013-12-31 | $34 |
Interest earned on other investments | 2013-12-31 | $15 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $104,722 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $60,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $60,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $393,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $347,133 |
Employer contributions (assets) at end of year | 2013-12-31 | $347,133 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $347,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $547,066 |
Contract administrator fees | 2013-12-31 | $4,866 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DEMBO,JONES,HENLY,PENNINGTON&MARSHA |
Accountancy firm EIN | 2013-12-31 | 521073331 |
2012 : AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,001,809 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $97,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $94,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $848,991 |
Value of total assets at end of year | 2012-12-31 | $2,124,629 |
Value of total assets at beginning of year | 2012-12-31 | $1,219,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,812 |
Total interest from all sources | 2012-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $416,740 |
Participant contributions at end of year | 2012-12-31 | $17,828 |
Participant contributions at beginning of year | 2012-12-31 | $16,487 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $85,194 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $14 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $1,449 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $1,068 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $904,740 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,124,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,219,889 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,697,494 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $987,003 |
Interest on participant loans | 2012-12-31 | $20 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $60,787 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $21,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $21,756 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $152,798 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $347,057 |
Employer contributions (assets) at end of year | 2012-12-31 | $347,057 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $193,575 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $94,257 |
Contract administrator fees | 2012-12-31 | $2,812 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DEMBO,JONES,HENLY,PENNINGTON&MARSHA |
Accountancy firm EIN | 2012-12-31 | 521073331 |
2011 : AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 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 | $365,533 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $85,081 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $80,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $454,702 |
Value of total assets at end of year | 2011-12-31 | $1,219,889 |
Value of total assets at beginning of year | 2011-12-31 | $939,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,645 |
Total interest from all sources | 2011-12-31 | $73 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $150,000 |
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 | $196,425 |
Participant contributions at end of year | 2011-12-31 | $16,487 |
Participant contributions at beginning of year | 2011-12-31 | $7,152 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $12,355 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $1,068 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $2,000 |
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 | $280,452 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,219,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $939,437 |
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 | $987,003 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $780,536 |
Interest on participant loans | 2011-12-31 | $73 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $21,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $13,496 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $13,496 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-89,242 |
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 | Yes |
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 | $245,922 |
Employer contributions (assets) at end of year | 2011-12-31 | $193,575 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $136,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $80,436 |
Contract administrator fees | 2011-12-31 | $4,645 |
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 | DEMBO,JONES,HENLY,PENNINGTON&MARSHA |
Accountancy firm EIN | 2011-12-31 | 521073331 |
2016: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICANS FOR PROSPERITY FOUNDATION 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |