ASSOCIATION FOR FINANCIAL PROFESSIONALS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-02-28 | 1504429 |
| Net assets as of the end of the plan year | 2025-02-28 | 22193679 |
| Total assets as of the beginning of the plan year | 2025-02-28 | 19584979 |
| Value of plan covered by a fidelity bond | 2025-02-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-02-28 | 739242 |
| Value of participant loans at end of plan year | 2025-02-28 | 119854 |
| Other contributions to plan in this plan year | 2025-02-28 | 40408 |
| Other income to plan in this plan year | 2025-02-28 | 2574338 |
| Plan net income in this plan year | 2025-02-28 | 2608700 |
| Net assets as of the end of the plan year | 2025-02-28 | 22193679 |
| Net assets as of the beginning of the plan year | 2025-02-28 | 19584979 |
| Employer contributions to plan in this plan year | 2025-02-28 | 759141 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-28 | 2187 |
| 2023 : ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-03-16 | 0 |
| Total liabilities as of the end of the plan year | 2023-03-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-03-16 | 0 |
| Total expenses incurred by plan in this plan year | 2023-03-16 | 914029 |
| Net assets as of the end of the plan year | 2023-03-16 | 16478586 |
| Total assets as of the beginning of the plan year | 2023-03-16 | 18830499 |
| Value of plan covered by a fidelity bond | 2023-03-16 | 500000 |
| Participant contributions to plan in this plan year | 2023-03-16 | 556839 |
| Value of participant loans at end of plan year | 2023-03-16 | 60512 |
| Other expenses paid from plan in this plan year | 2023-03-16 | 0 |
| Other contributions to plan in this plan year | 2023-03-16 | 55103 |
| Other income to plan in this plan year | 2023-03-16 | -2638525 |
| Plan net income in this plan year | 2023-03-16 | -2351913 |
| Net assets as of the end of the plan year | 2023-03-16 | 16478586 |
| Net assets as of the beginning of the plan year | 2023-03-16 | 18830499 |
| Employer contributions to plan in this plan year | 2023-03-16 | 588699 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-03-16 | 10507 |
| 2013 : ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $2,233,818 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $569,959 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $569,930 |
| Total plan assets at end of year | 2013-06-30 | $9,463,881 |
| Total plan assets at beginning of year | 2013-06-30 | $7,800,022 |
| Value of fidelity bond covering the plan | 2013-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $343,706 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $5,984 |
| Other income received | 2013-06-30 | $1,040,817 |
| Net income (gross income less expenses) | 2013-06-30 | $1,663,859 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $9,463,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $7,800,022 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $843,311 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $29 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $1,227,922 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $380,216 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $380,185 |
| Total plan assets at end of year | 2012-06-30 | $7,800,022 |
| Total plan assets at beginning of year | 2012-06-30 | $6,952,316 |
| Value of fidelity bond covering the plan | 2012-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $335,479 |
| Other income received | 2012-06-30 | $-10,810 |
| Net income (gross income less expenses) | 2012-06-30 | $847,706 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $7,800,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $6,952,316 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $903,253 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $31 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $2,232,446 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $1,455,416 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $1,455,363 |
| Total plan assets at end of year | 2011-06-30 | $6,952,316 |
| Total plan assets at beginning of year | 2011-06-30 | $6,175,286 |
| Value of fidelity bond covering the plan | 2011-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $298,482 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $726 |
| Other income received | 2011-06-30 | $1,347,537 |
| Net income (gross income less expenses) | 2011-06-30 | $777,030 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $6,952,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $6,175,286 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $585,701 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $53 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2012: ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ASSOCIATION FOR FINANCIAL PROFESSIONALS 401(K) RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
