AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN 401k Plan overview

AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN Benefits

401k Sponsoring company profile

Company Name:	AMERICAN INSTITUTE IN TAIWAN
Employer identification number (EIN):	621049974
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	INGRID LARSON	2024-07-15	DAVID LAMONTAGNE	2024-07-15
004	2022-10-01	INGRID LARSON	2023-06-26	PAUL WEDDERIEN	2023-06-26
004	2021-10-01	INGRID LARSON	2022-12-15	PAUL WEDDERIEN	2023-04-04
004	2020-10-01	INGRID LARSON	2021-11-29	PAUL WEDDERIEN	2021-12-08
004	2019-10-01	INGRID LARSON	2020-10-27	PAUL WEDDERIEN	2020-10-27
004	2015-10-01	JOHN NORRIS	2017-05-31	TIA JEFFRESS	2017-05-30
004	2014-10-01	JOSEPH DONOVAN	2016-07-06	TIA JEFFRESS	2016-07-06
004	2013-10-01	JOSEPH DONOVAN	2015-07-14
004	2012-10-01	HISAE DIEZ DE MEDINA	2014-07-03
004	2011-10-01	NOBLE, NANCY	2013-04-17
004	2010-10-01	NANCY A. NOBLE	2012-04-10
004	2006-10-01	NANCY NOBLE

Plan Statistics for AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2025: AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-16	51
Total number of particpants at end of year	2025-09-16	49
Number of Participants With Account Balances	2025-09-16	49
2024: AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-15	50
Total number of particpants at end of year	2024-07-15	51
Number of Participants With Account Balances	2024-07-15	51

Financial Data on AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN

Form 5500 Responses for AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN

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