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| Plan Name | AMERICAN MEDICAL INFORMATICS ASSOCIATION PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | AMERICAN MEDICAL INFORMATICS ASSOCIATION |
| Employer identification number (EIN): | 521615853 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | STEPHANIE BRENDEL | 2023-07-25 | STEPHANIE BRENDEL | 2023-07-25 |
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | PHYLLIS BURCHMAN | 2018-05-08 | PHYLLIS BURCHMAN | 2018-05-08 |
| 001 | 2016-01-01 | PHYLLIS BURCHMAN | 2017-03-10 | PHYLLIS BURCHMAN | 2017-03-10 |
| 001 | 2015-01-01 | PHYLLIS BURCHMAN | 2016-05-03 | PHYLLIS BURCHMAN | 2016-05-03 |
| 001 | 2014-01-01 | PHYLLIS BURCHMAN | 2015-07-21 | PHYLLIS BURCHMAN | 2015-07-21 |
| 001 | 2013-01-01 | PHYLLIS BURCHMAN | 2014-05-21 | ||
| 001 | 2012-01-01 | PHYLLIS BURCHMAN | 2013-06-06 | ||
| 001 | 2011-01-01 | KRISTIN SCHELIN | 2012-07-26 | ||
| 001 | 2010-01-01 | KRISTIN SCHELIN | 2011-07-22 |
| Measure | Date | Value |
|---|---|---|
| 2024: AMERICAN MEDICAL INFORMATICS ASSOCIATION PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-30 | 46 |
| Total number of particpants at end of year | 2024-07-30 | 52 |
| Number of Participants With Account Balances | 2024-07-30 | 52 |
| Measure | Date | Value |
|---|---|---|
| 2024 : AMERICAN MEDICAL INFORMATICS ASSOCIATION PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-30 | 336576 |
| Net assets as of the end of the plan year | 2024-07-30 | 3987913 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 3264551 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 209939 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 25285 |
| Other contributions to plan in this plan year | 2024-07-30 | 20481 |
| Other income to plan in this plan year | 2024-07-30 | 634780 |
| Plan net income in this plan year | 2024-07-30 | 723362 |
| Net assets as of the end of the plan year | 2024-07-30 | 3987913 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 3264551 |
| Value of contributions failed to transmitted timely | 2024-07-30 | 7378 |
| Employer contributions to plan in this plan year | 2024-07-30 | 194738 |