AMERICAN ACADEMY OF NEUROLOGY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN
Measure | Date | Value |
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2022 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,942,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $33,951,445 |
Value of total assets at beginning of year | 2022-12-31 | $39,389,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $44,238 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $555,671 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,641,258 |
Participant contributions at end of year | 2022-12-31 | $239,074 |
Participant contributions at beginning of year | 2022-12-31 | $207,296 |
Participant contributions at beginning of year | 2022-12-31 | $46,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $871,169 |
Other income not declared elsewhere | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $31,048,581 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $35,675,858 |
Interest on participant loans | 2022-12-31 | $11,498 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,663,790 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-622,330 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,831,132 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $63,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,898,112 |
Contract administrator fees | 2022-12-31 | $44,238 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSON ALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,343,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $39,389,366 |
Value of total assets at beginning of year | 2021-12-31 | $34,697,125 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $42,590 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $553,218 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,520,310 |
Participant contributions at end of year | 2021-12-31 | $207,296 |
Participant contributions at beginning of year | 2021-12-31 | $267,522 |
Participant contributions at end of year | 2021-12-31 | $46,937 |
Participant contributions at beginning of year | 2021-12-31 | $40,072 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $714,402 |
Other income not declared elsewhere | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $35,675,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $30,841,218 |
Interest on participant loans | 2021-12-31 | $11,212 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,395,319 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $888,162 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,690,690 |
Employer contributions (assets) at end of year | 2021-12-31 | $63,956 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $62,863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,300,411 |
Contract administrator fees | 2021-12-31 | $42,590 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $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 paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $8,439,039 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,956,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,910,061 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $34,697,125 |
Value of total assets at beginning of year | 2020-12-31 | $29,214,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $45,973 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $412,261 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $1,379,320 |
Participant contributions at end of year | 2020-12-31 | $267,522 |
Participant contributions at beginning of year | 2020-12-31 | $361,695 |
Participant contributions at end of year | 2020-12-31 | $40,072 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $4,598 |
Administrative expenses (other) incurred | 2020-12-31 | $35,505 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
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 year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $30,841,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $28,852,425 |
Interest on participant loans | 2020-12-31 | $16,566 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,485,450 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 benefits | 2020-12-31 | $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 accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $557,968 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,776,496 |
Employer contributions (assets) at end of year | 2020-12-31 | $62,863 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,910,061 |
Contract administrator fees | 2020-12-31 | $10,468 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,089,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $29,214,120 |
Value of total assets at beginning of year | 2019-12-31 | $22,501,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $40,970 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $500,399 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,192,617 |
Participant contributions at end of year | 2019-12-31 | $361,695 |
Participant contributions at beginning of year | 2019-12-31 | $367,722 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $134,956 |
Other income not declared elsewhere | 2019-12-31 | $3,967 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,091,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,069,784 |
Interest on participant loans | 2019-12-31 | $18,174 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,760,926 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $655,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,522,640 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,048,866 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTON LARSON ALLEN |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,543,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $22,501,882 |
Value of total assets at beginning of year | 2018-12-31 | $22,841,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $37,763 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $392,847 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,183,204 |
Participant contributions at end of year | 2018-12-31 | $367,722 |
Participant contributions at beginning of year | 2018-12-31 | $408,076 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $61,538 |
Other income not declared elsewhere | 2018-12-31 | $464 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $20,069,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $20,623,901 |
Interest on participant loans | 2018-12-31 | $18,897 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,064,376 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-116,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,340,227 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,505,794 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTON LARSON ALLEN |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,320,411 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $22,841,670 |
Value of total assets at beginning of year | 2017-12-31 | $18,359,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $44,367 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $310,261 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,079,148 |
Participant contributions at end of year | 2017-12-31 | $408,076 |
Participant contributions at beginning of year | 2017-12-31 | $388,629 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $364,377 |
Other income not declared elsewhere | 2017-12-31 | $431 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $20,623,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $16,473,365 |
Interest on participant loans | 2017-12-31 | $16,733 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,809,693 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $317,169 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,182,949 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,276,044 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTON LARSON ALLEN |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $894,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $18,359,266 |
Value of total assets at beginning of year | 2016-12-31 | $15,638,873 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $44,527 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $215,622 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $972,918 |
Participant contributions at end of year | 2016-12-31 | $388,629 |
Participant contributions at beginning of year | 2016-12-31 | $287,116 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $170,683 |
Other income not declared elsewhere | 2016-12-31 | $19,969 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $16,473,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,992,090 |
Interest on participant loans | 2016-12-31 | $14,021 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,497,272 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $150,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,145,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $849,757 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Qualified |
Accountancy firm name | 2016-12-31 | CLIFTON LARSON ALLEN |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,646,886 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $15,638,873 |
Value of total assets at beginning of year | 2015-12-31 | $15,596,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $44,540 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $153,156 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $806,929 |
Participant contributions at end of year | 2015-12-31 | $287,116 |
Participant contributions at beginning of year | 2015-12-31 | $278,154 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $72,211 |
Other income not declared elsewhere | 2015-12-31 | $12 |
Administrative expenses (other) incurred | 2015-12-31 | $44,540 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $-573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,992,090 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,082,666 |
Interest earned on other investments | 2015-12-31 | $12,538 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,359,667 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $21,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,050,863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,602,346 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $801,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $15,596,920 |
Value of total assets at beginning of year | 2014-12-31 | $13,870,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,114 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $528,997 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $694,264 |
Participant contributions at end of year | 2014-12-31 | $278,154 |
Participant contributions at beginning of year | 2014-12-31 | $216,826 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $35,867 |
Administrative expenses (other) incurred | 2014-12-31 | $40,114 |
Total non interest bearing cash at end of year | 2014-12-31 | $-573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,082,666 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,653,748 |
Interest on participant loans | 2014-12-31 | $11,953 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $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 trusts | 2014-12-31 | $23,963 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $982,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $761,866 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $635,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $13,870,574 |
Value of total assets at beginning of year | 2013-12-31 | $10,816,887 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $34,235 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $451,422 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $537,897 |
Participant contributions at end of year | 2013-12-31 | $216,826 |
Participant contributions at beginning of year | 2013-12-31 | $174,291 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $29,052 |
Other income not declared elsewhere | 2013-12-31 | $-2 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,653,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,642,596 |
Interest on participant loans | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $874,864 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $601,413 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $325,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $10,816,887 |
Value of total assets at beginning of year | 2012-12-31 | $8,761,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,456 |
Total interest from all sources | 2012-12-31 | $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 bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $428,223 |
Participant contributions at end of year | 2012-12-31 | $174,291 |
Participant contributions at beginning of year | 2012-12-31 | $152,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $24,291 |
Other income not declared elsewhere | 2012-12-31 | $274 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,642,596 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,608,989 |
Interest on participant loans | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $815,224 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $297,754 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : AMERICAN ACADEMY OF NEUROLOGY 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $858,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $8,761,830 |
Value of total assets at beginning of year | 2011-12-31 | $8,519,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $21,219 |
Total interest from all sources | 2011-12-31 | $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 bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $377,518 |
Participant contributions at end of year | 2011-12-31 | $152,841 |
Participant contributions at beginning of year | 2011-12-31 | $147,580 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $19,555 |
Other income not declared elsewhere | 2011-12-31 | $19,429 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,608,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,371,949 |
Interest on participant loans | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $768,779 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $837,249 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |