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ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 401k Plan overview

Plan NameASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST
Plan identification number 001

ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 INDEPENDENT SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF INDEPENDENT SCHOOL
Employer identification number (EIN):571218279
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-07-25
0012022-01-01PLAN SPONSOR2023-07-17
0012021-07-01PLAN SPONSOR2022-06-30

Plan Statistics for ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST

401k plan membership statisitcs for ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST

Measure Date Value
2025: ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-096
Total number of particpants at end of year2025-07-098
Number of Participants With Account Balances2025-07-098
2024: ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-256
Total number of particpants at end of year2024-07-256
Number of Participants With Account Balances2024-07-256
2022: ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-300
Total number of particpants at end of year2022-06-306
Number of Participants With Account Balances2022-06-306

Financial Data on ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST

Measure Date Value
2025 : ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-09764
Net assets as of the end of the plan year2025-07-09182279
Total assets as of the beginning of the plan year2025-07-09118988
Value of plan covered by a fidelity bond2025-07-0920000
Participant contributions to plan in this plan year2025-07-0929927
Value of participant loans at end of plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-0913859
Plan net income in this plan year2025-07-0963291
Net assets as of the end of the plan year2025-07-09182279
Net assets as of the beginning of the plan year2025-07-09118988
Employer contributions to plan in this plan year2025-07-0920269
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09764
2024 : ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-25558
Net assets as of the end of the plan year2024-07-25118988
Total assets as of the beginning of the plan year2024-07-2559421
Value of plan covered by a fidelity bond2024-07-2520000
Participant contributions to plan in this plan year2024-07-2527548
Value of participant loans at end of plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2513272
Plan net income in this plan year2024-07-2559567
Net assets as of the end of the plan year2024-07-25118988
Net assets as of the beginning of the plan year2024-07-2559421
Employer contributions to plan in this plan year2024-07-2519305
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-25558
2022 : ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS AISAP RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-30153
Net assets as of the end of the plan year2022-06-3020943
Total assets as of the beginning of the plan year2022-06-300
Value of plan covered by a fidelity bond2022-06-3020000
Participant contributions to plan in this plan year2022-06-3012781
Other contributions to plan in this plan year2022-06-300
Other income to plan in this plan year2022-06-30337
Plan net income in this plan year2022-06-3020943
Net assets as of the end of the plan year2022-06-3020943
Net assets as of the beginning of the plan year2022-06-300
Employer contributions to plan in this plan year2022-06-307978
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-30153

Potentially related plans

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