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AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN
Plan identification number 001

AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

AMERICAN MEDICAL DIRECTORS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN MEDICAL DIRECTORS ASSOCIATION
Employer identification number (EIN):521950426
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFF ECKERT2024-07-03 JEFF ECKERT2024-07-03
0012022-01-01JEFF ECKERT2023-07-05 JEFF ECKERT2023-07-05
0012021-01-01DEBBIE ADDISON2022-03-07 DEBBIE ADDISON2022-03-07
0012020-01-01DEBBIE ADDISON2021-02-01 DEBBIE ADDISON2021-02-01
0012019-01-01DEBBIE ADDISON2020-02-19 DEBBIE ADDISON2020-02-19
0012018-01-01DEBBIE ADDISON2019-03-15 DEBBIE ADDISON2019-03-15
0012017-01-01DEBBIE ADDISON2018-02-19 DEBBIE ADDISON2018-02-19
0012016-01-01DEBBIE ADDISON2017-06-08 DEBBIE ADDISON2017-06-08
0012015-01-01DEBBIE ADDISON2016-06-01 DEBBIE ADDISON2016-06-01
0012014-01-01DEBORAH ADDISON2015-05-07 DEBORAH ADDISON2015-05-07
0012013-01-01DEBBIE ADDISON2014-04-22 DEBBIE ADDISON2014-04-22
0012012-01-01DEBORAH ADDISON2013-06-19 DEBORAH ADDISON2013-06-19
0012011-01-01DEBBIE ADDISON2012-05-07 DEBBIE ADDISON2012-05-07
0012010-01-01DEBBIE ADDISON2011-10-04 DEBBIE ADDISON2011-10-04

Plan Statistics for AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2025: AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2334
Total number of particpants at end of year2025-07-2332
Number of Participants With Account Balances2025-07-2330
2024: AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0337
Total number of particpants at end of year2024-07-0334
Number of Participants With Account Balances2024-07-0329

Financial Data on AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-231233
Total liabilities as of the beginning of the plan year2025-07-236157
Total expenses incurred by plan in this plan year2025-07-23190875
Net assets as of the end of the plan year2025-07-232334991
Total assets as of the beginning of the plan year2025-07-231858834
Value of plan covered by a fidelity bond2025-07-23500000
Participant contributions to plan in this plan year2025-07-23215142
Other contributions to plan in this plan year2025-07-23157202
Other income to plan in this plan year2025-07-23236239
Plan net income in this plan year2025-07-23481081
Net assets as of the end of the plan year2025-07-232333758
Net assets as of the beginning of the plan year2025-07-231852677
Employer contributions to plan in this plan year2025-07-2363373
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-238977
2024 : AMERICAN MEDICAL DIRECTORS ASSOCIATION RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-030
Total liabilities as of the end of the plan year2024-07-036157
Total expenses incurred by plan in this plan year2024-07-03672325
Net assets as of the end of the plan year2024-07-031858834
Total assets as of the beginning of the plan year2024-07-032064030
Value of plan covered by a fidelity bond2024-07-03500000
Participant contributions to plan in this plan year2024-07-03198387
Other expenses paid from plan in this plan year2024-07-030
Other contributions to plan in this plan year2024-07-0327200
Other income to plan in this plan year2024-07-03180316
Plan net income in this plan year2024-07-03-211353
Net assets as of the end of the plan year2024-07-031852677
Net assets as of the beginning of the plan year2024-07-032064030
Employer contributions to plan in this plan year2024-07-0355069
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-036153

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