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AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 401k Plan overview

Plan NameAMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN
Plan identification number 002

AMERICAN ACADEMY OF NEUROLOGY 401(K) 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

AMERICAN ACADEMY OF NEUROLOGY has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY OF NEUROLOGY
Employer identification number (EIN):611532062
NAIC Classification:511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TIMOTHY ENGEL TIMOTHY ENGEL2018-07-20
0022016-01-01TIMOTHY ENGEL
0022015-01-01TIMOTHY ENGEL
0022014-01-01TIMOTHY J ENGEL
0022013-01-01TIMOTHY J ENGEL
0022012-01-01MICHELLE RISCHE TIMOTHY ENGEL2013-08-28
0022011-01-01TIMOTHY ENGEL

Plan Statistics for AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN

401k plan membership statisitcs for AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN

Measure Date Value
2022: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01276
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01287
Number of participants with account balances2022-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01269
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01277
Number of participants with account balances2021-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01277
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01267
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01245
Total number of active participants reported on line 7a of the Form 55002019-01-01186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01276
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01237
Total number of active participants reported on line 7a of the Form 55002018-01-01175
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01245
Number of participants with account balances2018-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01201
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01196
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01173
Number of participants with account balances2012-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01169
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN

Measure Date Value
2022 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,495,571
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,942,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,898,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,343,559
Value of total assets at end of year2022-12-31$33,951,445
Value of total assets at beginning of year2022-12-31$39,389,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,238
Total interest from all sources2022-12-31$11,498
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$555,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$555,671
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,641,258
Participant contributions at end of year2022-12-31$239,074
Participant contributions at beginning of year2022-12-31$207,296
Participant contributions at beginning of year2022-12-31$46,937
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$871,169
Other income not declared elsewhere2022-12-31$14,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,437,921
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,951,445
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,389,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,048,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,675,858
Interest on participant loans2022-12-31$11,498
Value of interest in common/collective trusts at end of year2022-12-31$2,663,790
Value of interest in common/collective trusts at beginning of year2022-12-31$3,395,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,798,370
Net investment gain or loss from common/collective trusts2022-12-31$-622,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,831,132
Employer contributions (assets) at beginning of year2022-12-31$63,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,898,112
Contract administrator fees2022-12-31$44,238
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,035,242
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,343,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,300,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,925,402
Value of total assets at end of year2021-12-31$39,389,366
Value of total assets at beginning of year2021-12-31$34,697,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,590
Total interest from all sources2021-12-31$11,212
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$553,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$553,218
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,520,310
Participant contributions at end of year2021-12-31$207,296
Participant contributions at beginning of year2021-12-31$267,522
Participant contributions at end of year2021-12-31$46,937
Participant contributions at beginning of year2021-12-31$40,072
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$714,402
Other income not declared elsewhere2021-12-31$16,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,692,241
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,389,366
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,697,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,675,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,841,218
Interest on participant loans2021-12-31$11,212
Value of interest in common/collective trusts at end of year2021-12-31$3,395,319
Value of interest in common/collective trusts at beginning of year2021-12-31$3,485,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,640,397
Net investment gain or loss from common/collective trusts2021-12-31$888,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,690,690
Employer contributions (assets) at end of year2021-12-31$63,956
Employer contributions (assets) at beginning of year2021-12-31$62,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,300,411
Contract administrator fees2021-12-31$42,590
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,439,039
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,956,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,910,061
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,588,729
Value of total assets at end of year2020-12-31$34,697,125
Value of total assets at beginning of year2020-12-31$29,214,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,973
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$16,566
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$412,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$412,261
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,379,320
Participant contributions at end of year2020-12-31$267,522
Participant contributions at beginning of year2020-12-31$361,695
Participant contributions at end of year2020-12-31$40,072
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$432,913
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,598
Administrative expenses (other) incurred2020-12-31$35,505
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$5,483,005
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,697,125
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,214,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,841,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,852,425
Interest on participant loans2020-12-31$16,566
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,485,450
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,858,917
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$557,968
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,776,496
Employer contributions (assets) at end of year2020-12-31$62,863
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,910,061
Contract administrator fees2020-12-31$10,468
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,802,074
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,089,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,048,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,850,213
Value of total assets at end of year2019-12-31$29,214,120
Value of total assets at beginning of year2019-12-31$22,501,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,970
Total interest from all sources2019-12-31$18,174
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$500,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$500,399
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,192,617
Participant contributions at end of year2019-12-31$361,695
Participant contributions at beginning of year2019-12-31$367,722
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$134,956
Other income not declared elsewhere2019-12-31$3,967
Administrative expenses (other) incurred2019-12-31$40,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,712,238
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,214,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,501,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,091,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,069,784
Interest on participant loans2019-12-31$18,174
Value of interest in common/collective trusts at end of year2019-12-31$2,760,926
Value of interest in common/collective trusts at beginning of year2019-12-31$2,064,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,773,506
Net investment gain or loss from common/collective trusts2019-12-31$655,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,522,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,048,866
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2019-12-31410746749
2018 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,203,769
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,543,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,505,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,584,969
Value of total assets at end of year2018-12-31$22,501,882
Value of total assets at beginning of year2018-12-31$22,841,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,763
Total interest from all sources2018-12-31$18,897
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$392,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$392,847
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,183,204
Participant contributions at end of year2018-12-31$367,722
Participant contributions at beginning of year2018-12-31$408,076
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,538
Other income not declared elsewhere2018-12-31$464
Administrative expenses (other) incurred2018-12-31$37,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-339,788
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,501,882
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,841,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,069,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,623,901
Interest on participant loans2018-12-31$18,897
Value of interest in common/collective trusts at end of year2018-12-31$2,064,376
Value of interest in common/collective trusts at beginning of year2018-12-31$1,809,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,676,728
Net investment gain or loss from common/collective trusts2018-12-31$-116,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,340,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,505,794
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2018-12-31410746749
2017 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,802,815
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,320,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,276,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,626,474
Value of total assets at end of year2017-12-31$22,841,670
Value of total assets at beginning of year2017-12-31$18,359,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,367
Total interest from all sources2017-12-31$16,733
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$310,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$310,261
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,079,148
Participant contributions at end of year2017-12-31$408,076
Participant contributions at beginning of year2017-12-31$388,629
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$364,377
Other income not declared elsewhere2017-12-31$431
Administrative expenses (other) incurred2017-12-31$44,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,482,404
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,841,670
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,359,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,623,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,473,365
Interest on participant loans2017-12-31$16,733
Value of interest in common/collective trusts at end of year2017-12-31$1,809,693
Value of interest in common/collective trusts at beginning of year2017-12-31$1,497,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,531,747
Net investment gain or loss from common/collective trusts2017-12-31$317,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,182,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,276,044
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2017-12-31410746749
2016 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,614,677
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$894,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$849,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,289,204
Value of total assets at end of year2016-12-31$18,359,266
Value of total assets at beginning of year2016-12-31$15,638,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,527
Total interest from all sources2016-12-31$14,021
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$215,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$215,622
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$972,918
Participant contributions at end of year2016-12-31$388,629
Participant contributions at beginning of year2016-12-31$287,116
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$170,683
Other income not declared elsewhere2016-12-31$19,969
Administrative expenses (other) incurred2016-12-31$44,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,720,393
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,359,266
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,638,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,473,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,992,090
Interest on participant loans2016-12-31$14,021
Value of interest in common/collective trusts at end of year2016-12-31$1,497,272
Value of interest in common/collective trusts at beginning of year2016-12-31$1,359,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$925,137
Net investment gain or loss from common/collective trusts2016-12-31$150,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,145,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$849,757
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2016-12-31410746749
2015 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,688,839
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,646,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,602,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,930,003
Value of total assets at end of year2015-12-31$15,638,873
Value of total assets at beginning of year2015-12-31$15,596,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,540
Total interest from all sources2015-12-31$12,538
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$153,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$153,156
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$806,929
Participant contributions at end of year2015-12-31$287,116
Participant contributions at beginning of year2015-12-31$278,154
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$72,211
Other income not declared elsewhere2015-12-31$12
Administrative expenses (other) incurred2015-12-31$44,540
Total non interest bearing cash at beginning of year2015-12-31$-573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$41,953
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,638,873
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,596,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,992,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,082,666
Interest earned on other investments2015-12-31$12,538
Value of interest in common/collective trusts at end of year2015-12-31$1,359,667
Value of interest in common/collective trusts at beginning of year2015-12-31$1,236,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-428,271
Net investment gain or loss from common/collective trusts2015-12-31$21,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,050,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,602,346
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,528,326
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$801,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$761,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,712,460
Value of total assets at end of year2014-12-31$15,596,920
Value of total assets at beginning of year2014-12-31$13,870,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,114
Total interest from all sources2014-12-31$11,953
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$528,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$528,997
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$694,264
Participant contributions at end of year2014-12-31$278,154
Participant contributions at beginning of year2014-12-31$216,826
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,867
Administrative expenses (other) incurred2014-12-31$40,114
Total non interest bearing cash at end of year2014-12-31$-573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,726,346
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,596,920
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,870,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,082,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,653,748
Interest on participant loans2014-12-31$11,953
Value of interest in common/collective trusts at end of year2014-12-31$1,236,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$250,953
Net investment gain or loss from common/collective trusts2014-12-31$23,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$982,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$761,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,689,335
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$635,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$601,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,441,813
Value of total assets at end of year2013-12-31$13,870,574
Value of total assets at beginning of year2013-12-31$10,816,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,235
Total interest from all sources2013-12-31$7,361
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$451,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$451,422
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$537,897
Participant contributions at end of year2013-12-31$216,826
Participant contributions at beginning of year2013-12-31$174,291
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,052
Other income not declared elsewhere2013-12-31$-2
Administrative expenses (other) incurred2013-12-31$34,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,053,687
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,870,574
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,816,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,653,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,642,596
Interest on participant loans2013-12-31$7,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,788,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$874,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$601,413
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,380,267
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$325,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$297,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,267,738
Value of total assets at end of year2012-12-31$10,816,887
Value of total assets at beginning of year2012-12-31$8,761,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,456
Total interest from all sources2012-12-31$7,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$338,405
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$338,405
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$428,223
Participant contributions at end of year2012-12-31$174,291
Participant contributions at beginning of year2012-12-31$152,841
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,291
Other income not declared elsewhere2012-12-31$274
Administrative expenses (other) incurred2012-12-31$27,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,055,057
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,816,887
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,761,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,642,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,608,989
Interest on participant loans2012-12-31$7,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$766,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$815,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$297,754
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,100,769
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$858,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$837,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,165,852
Value of total assets at end of year2011-12-31$8,761,830
Value of total assets at beginning of year2011-12-31$8,519,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,219
Total interest from all sources2011-12-31$7,053
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$124,241
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$124,241
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$377,518
Participant contributions at end of year2011-12-31$152,841
Participant contributions at beginning of year2011-12-31$147,580
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,555
Other income not declared elsewhere2011-12-31$19,429
Administrative expenses (other) incurred2011-12-31$21,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$242,301
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,761,830
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,519,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,608,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,371,949
Interest on participant loans2011-12-31$7,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-215,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$768,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$837,249
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749

Form 5500 Responses for AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN

2022: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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