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ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS
Employer identification number (EIN):521553060
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KATHERINE KIRKLAND2013-07-22
0012011-01-01KATHERINE KIRKLAND2012-07-09
0012010-01-01KATHERINE KIRKLAND2011-10-04

Plan Statistics for ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025: ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-244
Total number of particpants at end of year2025-07-243
Number of Participants With Account Balances2025-07-243
2024: ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-104
Total number of particpants at end of year2024-10-104
Number of Participants With Account Balances2024-10-104
2022: ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-044
Total number of particpants at end of year2022-10-044
Number of Participants With Account Balances2022-10-044

Financial Data on ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025 : ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2467514
Net assets as of the end of the plan year2025-07-24435088
Total assets as of the beginning of the plan year2025-07-24456431
Value of plan covered by a fidelity bond2025-07-2459480
Other income to plan in this plan year2025-07-2442571
Plan net income in this plan year2025-07-24-21343
Net assets as of the end of the plan year2025-07-24435088
Net assets as of the beginning of the plan year2025-07-24456431
Employer contributions to plan in this plan year2025-07-243600
2024 : ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-10595
Net assets as of the end of the plan year2024-10-10456431
Total assets as of the beginning of the plan year2024-10-10399834
Value of plan covered by a fidelity bond2024-10-1052055
Other income to plan in this plan year2024-10-1053924
Plan net income in this plan year2024-10-1056597
Net assets as of the end of the plan year2024-10-10456431
Net assets as of the beginning of the plan year2024-10-10399834
Employer contributions to plan in this plan year2024-10-103268
2022 : ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-04594
Net assets as of the end of the plan year2022-10-04458517
Total assets as of the beginning of the plan year2022-10-04401304
Value of plan covered by a fidelity bond2022-10-0452335
Other income to plan in this plan year2022-10-0446617
Plan net income in this plan year2022-10-0457213
Net assets as of the end of the plan year2022-10-04458517
Net assets as of the beginning of the plan year2022-10-04401304
Employer contributions to plan in this plan year2022-10-0411190

Potentially related plans

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