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ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN 401k Plan overview

Plan NameASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN
Plan identification number 001

ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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 MILITARY SURGEONS OF has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF MILITARY SURGEONS OF
Employer identification number (EIN):530029355
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 MILITARY SURGEONS OF THE U. S. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEN CANESTRINI2024-08-23
0012022-01-01KEN CANESTRINI2023-05-31
0012021-01-01KEN CANESTRINI2023-05-25
0012020-01-01KEN CANESTRINI2021-09-09 KEN CANESTRINI2021-09-09
0012019-01-01KEN CANESTRINI2020-07-21
0012018-01-01JOHN CHO2018-10-11
0012018-01-01KEN CANESTRINI2019-07-03
0012017-01-01JOHN CHO2018-06-12
0012016-01-01MICHAEL COWAN2017-05-31
0012015-01-01MICHAEL COWAN2016-05-20
0012013-01-01MICHAEL COWAN2014-07-18
0012012-01-01DIANA HEDRICK2013-07-12 DIANA HEDRICK2013-07-12
0012011-01-01GEORGE ANDERSON2012-05-21 GEORGE ANDERSON2012-05-21
0012010-01-01GEORGE ANDERSON2011-06-22

Plan Statistics for ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN

401k plan membership statisitcs for ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN

Measure Date Value
2025: ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-100
Total number of particpants at end of year2025-10-109
Number of Participants With Account Balances2025-10-109
2024: ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-237
Total number of particpants at end of year2024-08-238
Number of Participants With Account Balances2024-08-237
2023: ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN 2023 401k membership
Total number of particpants at beginning of year2023-05-258
Total number of particpants at end of year2023-05-258
Number of Participants With Account Balances2023-05-258

Financial Data on ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN

Measure Date Value
2025 : ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10459
Net assets as of the end of the plan year2025-10-101223565
Total assets as of the beginning of the plan year2025-10-10972600
Value of plan covered by a fidelity bond2025-10-10275000
Participant contributions to plan in this plan year2025-10-1074425
Value of participant loans at end of plan year2025-10-100
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10139387
Plan net income in this plan year2025-10-10250965
Net assets as of the end of the plan year2025-10-101223565
Net assets as of the beginning of the plan year2025-10-10972600
Employer contributions to plan in this plan year2025-10-1037612
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10459
2024 : ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-230
Total liabilities as of the end of the plan year2024-08-230
Total liabilities as of the beginning of the plan year2024-08-230
Total expenses incurred by plan in this plan year2024-08-23420
Net assets as of the end of the plan year2024-08-23972600
Total assets as of the beginning of the plan year2024-08-23729494
Value of plan covered by a fidelity bond2024-08-23275000
Participant contributions to plan in this plan year2024-08-2369426
Other expenses paid from plan in this plan year2024-08-230
Other contributions to plan in this plan year2024-08-230
Other income to plan in this plan year2024-08-23139478
Plan net income in this plan year2024-08-23243106
Net assets as of the end of the plan year2024-08-23972600
Net assets as of the beginning of the plan year2024-08-23729494
Employer contributions to plan in this plan year2024-08-2334622
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-23420
2023 : ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-05-250
Total expenses incurred by plan in this plan year2023-05-25151648
Net assets as of the end of the plan year2023-05-25784879
Total assets as of the beginning of the plan year2023-05-25749179
Value of plan covered by a fidelity bond2023-05-25275000
Participant contributions to plan in this plan year2023-05-2563645
Other income to plan in this plan year2023-05-2596395
Plan net income in this plan year2023-05-2535700
Net assets as of the end of the plan year2023-05-25784879
Net assets as of the beginning of the plan year2023-05-25749179
Employer contributions to plan in this plan year2023-05-2527308
Expensese paid to adminstrative service provicers from plan in this plan year2023-05-251031

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