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TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION 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.
  • 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 ANTHROPOLOGICAL ASSOCIATIO N has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ANTHROPOLOGICAL ASSOCIATIO N
Employer identification number (EIN):530246691
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01CHRISTIAN MARTINEZ2024-09-12
0042022-01-01CHRISTIAN MARTINEZ2023-10-16
0042021-01-01CHRISTIAN MARTINEZ2023-10-13
0042020-01-01KATHY REDNER2021-07-07
0042018-01-01RESAT MURSALOGLU2019-05-31
0042017-01-01RESAT MURSALOGLU2018-06-26 RESAT MURSALOGLU2018-06-26
0042016-01-01KATHLEEN ANO2017-03-29 KATHLEEN ANO2017-03-29
0042013-01-01SUZANNE MATTINGLY2014-07-10 SUZANNE MATTINGLY2014-07-10
0042012-01-01SUZANNE MATTINGLY2013-07-09 SUZANNE MATTINGLY2013-07-09
0042011-01-01SUZANNE MATTINGLY2012-07-16
0042010-01-01SUZANNE MATTINGLY2011-07-06

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION 2025 401k membership
Total number of particpants at beginning of year2025-07-2512
Total number of particpants at end of year2025-07-2520
Number of Participants With Account Balances2025-07-2516
2024: TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION 2024 401k membership
Total number of particpants at beginning of year2024-09-1226
Total number of particpants at end of year2024-09-1212
Number of Participants With Account Balances2024-09-1212

Financial Data on TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2592598
Net assets as of the end of the plan year2025-07-252575702
Total assets as of the beginning of the plan year2025-07-251962909
Value of plan covered by a fidelity bond2025-07-25500000
Participant contributions to plan in this plan year2025-07-2599213
Other contributions to plan in this plan year2025-07-252497
Other income to plan in this plan year2025-07-25603681
Plan net income in this plan year2025-07-25612793
Net assets as of the end of the plan year2025-07-252575702
Net assets as of the beginning of the plan year2025-07-251962909
Employer contributions to plan in this plan year2025-07-250
Fees paid to broker by Benefit Provider2025-07-25162
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-252213
2024 : TAX DEFERRED ANNUITY PLAN OF AMERICAN ANTHROPOLOGICAL ASSOCIATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1218727
Net assets as of the end of the plan year2024-09-121962909
Total assets as of the beginning of the plan year2024-09-121775349
Value of plan covered by a fidelity bond2024-09-12500000
Participant contributions to plan in this plan year2024-09-1281977
Other expenses paid from plan in this plan year2024-09-1290
Other contributions to plan in this plan year2024-09-1211268
Other income to plan in this plan year2024-09-12113042
Plan net income in this plan year2024-09-12187560
Net assets as of the end of the plan year2024-09-121962909
Net assets as of the beginning of the plan year2024-09-121775349
Fees paid to broker by Benefit Provider2024-09-12434

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