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RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 401k Plan overview

Plan NameRETIREMENT PLAN OF AMERICAN FIDELITY GROUP
Plan identification number 001

RETIREMENT PLAN OF AMERICAN FIDELITY GROUP Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN FIDELITY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FIDELITY CORPORATION
Employer identification number (EIN):730966202
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about AMERICAN FIDELITY CORPORATION

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 2300273517

More information about AMERICAN FIDELITY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF AMERICAN FIDELITY GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORIANNE DENSLOW LORIANNE DENSLOW2018-10-12
0012016-01-01KIM HOLEKAMP KIM HOLEKAMP2017-10-13
0012015-01-01KIM HOLEKAMP KIM HOLEKAMP2016-10-17
0012015-01-01KIM HOLEKAMP KIM HOLEKAMP2018-05-21
0012014-01-01KIM HOLEKAMP KIM HOLEKAMP2015-10-14
0012013-01-01KIM HOLEKAMP KIM HOLEKAMP2014-10-15
0012012-01-01KIM HOLEKAMP KIM HOLEKAMP2013-10-15
0012011-01-01KIM HOLEKAMP KIM HOLEKAMP2012-12-11
0012010-01-01KIM HOLEKAMP KIM HOLEKAMP2011-10-19
0012009-01-01KIM HOLEKAMP KIM HOLEKAMP2010-10-14

Plan Statistics for RETIREMENT PLAN OF AMERICAN FIDELITY GROUP

401k plan membership statisitcs for RETIREMENT PLAN OF AMERICAN FIDELITY GROUP

Measure Date Value
2022: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2022 401k membership
Market value of plan assets2022-12-31361,941,958
Acturial value of plan assets2022-12-31349,927,951
Funding target for retired participants and beneficiaries receiving payment2022-12-3129,857,332
Number of terminated vested participants2022-12-31299
Fundng target for terminated vested participants2022-12-3120,734,326
Active participant vested funding target2022-12-31161,693,202
Number of active participants2022-12-311,783
Total funding liabilities for active participants2022-12-31173,624,483
Total participant count2022-12-312,274
Total funding target for all participants2022-12-31224,216,141
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3188,627,272
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3188,627,272
Present value of excess contributions2022-12-3121,348,619
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3122,580,434
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3120,295,545
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31114,701,315
Total employer contributions2022-12-3134,755,330
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3132,988,732
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3111,010,495
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3132,988,732
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,453
Total number of active participants reported on line 7a of the Form 55002022-01-011,638
Number of retired or separated participants receiving benefits2022-01-01177
Number of other retired or separated participants entitled to future benefits2022-01-01331
Total of all active and inactive participants2022-01-012,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-012,164
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2021 401k membership
Market value of plan assets2021-12-31337,749,871
Acturial value of plan assets2021-12-31306,554,269
Funding target for retired participants and beneficiaries receiving payment2021-12-3128,909,831
Number of terminated vested participants2021-12-31273
Fundng target for terminated vested participants2021-12-3117,095,204
Active participant vested funding target2021-12-31148,100,166
Number of active participants2021-12-311,956
Total funding liabilities for active participants2021-12-31161,186,108
Total participant count2021-12-312,421
Total funding target for all participants2021-12-31207,191,143
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3141,924,418
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3141,924,418
Present value of excess contributions2021-12-3144,134,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3146,615,050
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3139,340,926
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3188,627,272
Total employer contributions2021-12-3123,030,310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3121,348,619
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3110,735,854
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3121,348,619
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,421
Total number of active participants reported on line 7a of the Form 55002021-01-011,737
Number of retired or separated participants receiving benefits2021-01-01172
Number of other retired or separated participants entitled to future benefits2021-01-01348
Total of all active and inactive participants2021-01-012,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-012,272
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2020 401k membership
Market value of plan assets2020-12-31266,565,317
Acturial value of plan assets2020-12-31251,818,469
Funding target for retired participants and beneficiaries receiving payment2020-12-3127,170,482
Number of terminated vested participants2020-12-31268
Fundng target for terminated vested participants2020-12-3116,493,393
Active participant vested funding target2020-12-31144,579,096
Number of active participants2020-12-312,088
Total funding liabilities for active participants2020-12-31155,411,164
Total participant count2020-12-312,539
Total funding target for all participants2020-12-31199,075,039
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3143,296,875
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3143,296,875
Present value of excess contributions2020-12-315,918,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-316,260,477
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-3110,321,921
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3141,924,418
Total employer contributions2020-12-3147,040,049
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3144,134,681
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3110,819,012
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3144,134,681
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,539
Total number of active participants reported on line 7a of the Form 55002020-01-011,963
Number of retired or separated participants receiving benefits2020-01-01165
Number of other retired or separated participants entitled to future benefits2020-01-01273
Total of all active and inactive participants2020-01-012,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-012,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0146
2019: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2019 401k membership
Market value of plan assets2019-12-31228,619,886
Acturial value of plan assets2019-12-31237,514,160
Funding target for retired participants and beneficiaries receiving payment2019-12-3125,516,908
Number of terminated vested participants2019-12-31263
Fundng target for terminated vested participants2019-12-3115,923,311
Active participant vested funding target2019-12-31131,988,772
Number of active participants2019-12-312,052
Total funding liabilities for active participants2019-12-31142,405,413
Total participant count2019-12-312,489
Total funding target for all participants2019-12-31183,845,632
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3118,523,141
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3118,523,141
Present value of excess contributions2019-12-3136,755,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3138,942,237
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3125,414,635
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3143,296,875
Total employer contributions2019-12-316,320,739
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,918,394
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-319,780,086
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-315,918,394
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,489
Total number of active participants reported on line 7a of the Form 55002019-01-012,000
Number of retired or separated participants receiving benefits2019-01-01155
Number of other retired or separated participants entitled to future benefits2019-01-01268
Total of all active and inactive participants2019-01-012,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-012,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0178
2018: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2018 401k membership
Market value of plan assets2018-12-31218,967,565
Acturial value of plan assets2018-12-31209,063,793
Funding target for retired participants and beneficiaries receiving payment2018-12-3122,528,957
Number of terminated vested participants2018-12-31256
Fundng target for terminated vested participants2018-12-3113,686,155
Active participant vested funding target2018-12-31127,927,036
Number of active participants2018-12-312,054
Total funding liabilities for active participants2018-12-31137,608,202
Total participant count2018-12-312,468
Total funding target for all participants2018-12-31173,823,314
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3113,840,986
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3112,190,577
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,650,409
Present value of excess contributions2018-12-3154,433,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3158,991,027
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3158,991,027
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3142,384,176
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3118,523,141
Total employer contributions2018-12-3139,993,595
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3136,755,297
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3110,027,847
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3136,755,297
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,468
Total number of active participants reported on line 7a of the Form 55002018-01-011,946
Number of retired or separated participants receiving benefits2018-01-01147
Number of other retired or separated participants entitled to future benefits2018-01-01263
Total of all active and inactive participants2018-01-012,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-012,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0185
2017: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2017 401k membership
Market value of plan assets2017-12-31151,856,248
Acturial value of plan assets2017-12-31153,271,749
Funding target for retired participants and beneficiaries receiving payment2017-12-3119,832,809
Number of terminated vested participants2017-12-31274
Fundng target for terminated vested participants2017-12-3113,675,574
Active participant vested funding target2017-12-31112,275,160
Number of active participants2017-12-311,944
Total funding liabilities for active participants2017-12-31121,353,537
Total participant count2017-12-312,376
Total funding target for all participants2017-12-31154,861,920
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3115,827,604
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3111,289,009
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-314,538,595
Present value of excess contributions2017-12-3117,699,809
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3119,020,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-318,933,857
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3113,840,986
Total employer contributions2017-12-3161,691,098
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3156,119,647
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3110,714,497
Net shortfall amortization installment of oustanding balance2017-12-3115,431,157
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3113,876,809
Prefunding balance elected to use to offset funding requirement2017-12-3112,190,577
Additional cash requirement2017-12-311,686,232
Contributions allocatedtoward minimum required contributions for current year2017-12-3156,119,647
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,376
Total number of active participants reported on line 7a of the Form 55002017-01-011,921
Number of retired or separated participants receiving benefits2017-01-01134
Number of other retired or separated participants entitled to future benefits2017-01-01256
Total of all active and inactive participants2017-01-012,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-012,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0184
2016: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2016 401k membership
Market value of plan assets2016-12-31137,409,987
Acturial value of plan assets2016-12-31144,776,115
Funding target for retired participants and beneficiaries receiving payment2016-12-3116,489,101
Number of terminated vested participants2016-12-31292
Fundng target for terminated vested participants2016-12-3112,313,647
Active participant vested funding target2016-12-31106,142,485
Number of active participants2016-12-311,872
Total funding liabilities for active participants2016-12-31114,373,079
Total participant count2016-12-312,302
Total funding target for all participants2016-12-31143,175,827
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3113,700,375
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-317,109,023
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-316,591,352
Present value of excess contributions2016-12-319,415,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-319,604,729
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-319,200,000
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3115,827,604
Total employer contributions2016-12-3121,441,293
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3119,617,114
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,563,181
Net shortfall amortization installment of oustanding balance2016-12-3114,227,316
Total funding amount beforereflecting carryover/prefunding balances2016-12-3113,206,314
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3111,289,009
Additional cash requirement2016-12-311,917,305
Contributions allocatedtoward minimum required contributions for current year2016-12-3119,617,114
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,302
Total number of active participants reported on line 7a of the Form 55002016-01-011,868
Number of retired or separated participants receiving benefits2016-01-01131
Number of other retired or separated participants entitled to future benefits2016-01-01274
Total of all active and inactive participants2016-01-012,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-012,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0158
2015: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2015 401k membership
Total participants, beginning-of-year2015-01-012,226
Total number of active participants reported on line 7a of the Form 55002015-01-011,782
Number of retired or separated participants receiving benefits2015-01-01118
Number of other retired or separated participants entitled to future benefits2015-01-01292
Total of all active and inactive participants2015-01-012,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-012,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0164
2014: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2014 401k membership
Total participants, beginning-of-year2014-01-012,123
Total number of active participants reported on line 7a of the Form 55002014-01-011,716
Number of retired or separated participants receiving benefits2014-01-01113
Number of other retired or separated participants entitled to future benefits2014-01-01288
Total of all active and inactive participants2014-01-012,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-012,129
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0153
2013: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2013 401k membership
Total participants, beginning-of-year2013-01-012,077
Total number of active participants reported on line 7a of the Form 55002013-01-011,649
Number of retired or separated participants receiving benefits2013-01-01105
Number of other retired or separated participants entitled to future benefits2013-01-01269
Total of all active and inactive participants2013-01-012,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-012,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0152
2012: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2012 401k membership
Total participants, beginning-of-year2012-01-012,014
Total number of active participants reported on line 7a of the Form 55002012-01-011,619
Number of retired or separated participants receiving benefits2012-01-0198
Number of other retired or separated participants entitled to future benefits2012-01-01271
Total of all active and inactive participants2012-01-011,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-011,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0163
2011: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2011 401k membership
Total participants, beginning-of-year2011-01-012,037
Total number of active participants reported on line 7a of the Form 55002011-01-011,611
Number of retired or separated participants receiving benefits2011-01-0186
Number of other retired or separated participants entitled to future benefits2011-01-01255
Total of all active and inactive participants2011-01-011,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-011,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2010: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2010 401k membership
Total participants, beginning-of-year2010-01-012,076
Total number of active participants reported on line 7a of the Form 55002010-01-011,598
Number of retired or separated participants receiving benefits2010-01-0177
Number of other retired or separated participants entitled to future benefits2010-01-01283
Total of all active and inactive participants2010-01-011,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-011,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0153
2009: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2009 401k membership
Total participants, beginning-of-year2009-01-012,068
Total number of active participants reported on line 7a of the Form 55002009-01-011,609
Number of retired or separated participants receiving benefits2009-01-0166
Number of other retired or separated participants entitled to future benefits2009-01-01332
Total of all active and inactive participants2009-01-012,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-012,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0169

Financial Data on RETIREMENT PLAN OF AMERICAN FIDELITY GROUP

Measure Date Value
2022 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-41,877,631
Total unrealized appreciation/depreciation of assets2022-12-31$-41,877,631
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$7,448
Total income from all sources (including contributions)2022-12-31$-7,881,272
Total loss/gain on sale of assets2022-12-31$-7,175,080
Total of all expenses incurred2022-12-31$18,181,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,642,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$53,196,098
Value of total assets at end of year2022-12-31$317,897,737
Value of total assets at beginning of year2022-12-31$343,967,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$539,179
Total interest from all sources2022-12-31$7,436,121
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,354,166
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$1,354,166
Administrative expenses professional fees incurred2022-12-31$10,623
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$21,131,874
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,009,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,188,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,788,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$7,448
Other income not declared elsewhere2022-12-31$319,673
Administrative expenses (other) incurred2022-12-31$5,395
Total non interest bearing cash at beginning of year2022-12-31$187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,062,720
Value of net assets at end of year (total assets less liabilities)2022-12-31$317,897,737
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$343,960,457
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
Investment advisory and management fees2022-12-31$323,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$83,415,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$102,572,005
Interest earned on other investments2022-12-31$39,467
Income. Interest from US Government securities2022-12-31$419,174
Income. Interest from corporate debt instruments2022-12-31$6,770,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,795,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,014,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,014,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$206,771
Asset value of US Government securities at end of year2022-12-31$20,786,839
Asset value of US Government securities at beginning of year2022-12-31$24,103,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,134,619
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$53,196,098
Employer contributions (assets) at end of year2022-12-31$11,725,840
Employer contributions (assets) at beginning of year2022-12-31$4,606,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,642,269
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$163,854,533
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$190,873,980
Contract administrator fees2022-12-31$200,112
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
Aggregate proceeds on sale of assets2022-12-31$184,302,999
Aggregate carrying amount (costs) on sale of assets2022-12-31$191,478,079
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,068,460
Total unrealized appreciation/depreciation of assets2021-12-31$6,068,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,895
Total income from all sources (including contributions)2021-12-31$25,380,774
Total loss/gain on sale of assets2021-12-31$-828,843
Total of all expenses incurred2021-12-31$19,552,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,165,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,566,687
Value of total assets at end of year2021-12-31$343,967,905
Value of total assets at beginning of year2021-12-31$338,147,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$386,869
Total interest from all sources2021-12-31$6,255,607
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,318,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$106,191
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,009,337
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,424,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,788,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,550,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$7,448
Administrative expenses (other) incurred2021-12-31$208,206
Liabilities. Value of operating payables at beginning of year2021-12-31$15,895
Total non interest bearing cash at end of year2021-12-31$187
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$5,828,432
Value of net assets at end of year (total assets less liabilities)2021-12-31$343,960,457
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$338,132,025
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
Investment advisory and management fees2021-12-31$72,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$102,572,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,630,219
Interest earned on other investments2021-12-31$20,948
Income. Interest from US Government securities2021-12-31$671,008
Income. Interest from corporate debt instruments2021-12-31$5,561,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,014,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,070,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,070,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,861
Asset value of US Government securities at end of year2021-12-31$24,103,326
Asset value of US Government securities at beginning of year2021-12-31$37,526,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$12,566,687
Employer contributions (assets) at end of year2021-12-31$4,606,382
Employer contributions (assets) at beginning of year2021-12-31$47,040,049
Income. Dividends from common stock2021-12-31$1,318,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,165,473
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$132,298,961
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$190,873,980
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$24,606,311
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
Aggregate proceeds on sale of assets2021-12-31$435,515,258
Aggregate carrying amount (costs) on sale of assets2021-12-31$436,344,101
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$13,950,958
Total unrealized appreciation/depreciation of assets2020-12-31$13,950,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,594
Total income from all sources (including contributions)2020-12-31$92,032,940
Total loss/gain on sale of assets2020-12-31$9,793,934
Total of all expenses incurred2020-12-31$20,497,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,803,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$47,040,049
Value of total assets at end of year2020-12-31$338,147,920
Value of total assets at beginning of year2020-12-31$266,625,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$694,527
Total interest from all sources2020-12-31$5,689,042
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,233,070
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$1,868,032
Administrative expenses professional fees incurred2020-12-31$102,450
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,424,832
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,278,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,550,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,702,482
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$202,769
Liabilities. Value of operating payables at end of year2020-12-31$15,895
Liabilities. Value of operating payables at beginning of year2020-12-31$28,594
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
Value of net income/loss2020-12-31$71,535,040
Value of net assets at end of year (total assets less liabilities)2020-12-31$338,132,025
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$266,596,985
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$389,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,630,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,921,241
Income. Interest from US Government securities2020-12-31$708,732
Income. Interest from corporate debt instruments2020-12-31$4,960,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,070,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,672,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,672,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19,826
Asset value of US Government securities at end of year2020-12-31$37,526,301
Asset value of US Government securities at beginning of year2020-12-31$40,523,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,325,887
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$47,040,049
Employer contributions (assets) at end of year2020-12-31$47,040,049
Employer contributions (assets) at beginning of year2020-12-31$6,320,739
Income. Dividends from common stock2020-12-31$365,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,803,373
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$132,298,961
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$121,939,287
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$24,606,311
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$20,267,004
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$211,268,078
Aggregate carrying amount (costs) on sale of assets2020-12-31$201,474,144
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,904,566
Total unrealized appreciation/depreciation of assets2019-12-31$12,904,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$33,465
Total income from all sources (including contributions)2019-12-31$51,076,556
Total loss/gain on sale of assets2019-12-31$6,904,142
Total of all expenses incurred2019-12-31$14,117,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,535,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,320,739
Value of total assets at end of year2019-12-31$266,625,579
Value of total assets at beginning of year2019-12-31$229,671,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$582,192
Total interest from all sources2019-12-31$5,313,580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,147,322
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$1,637,250
Administrative expenses professional fees incurred2019-12-31$85,971
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,278,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,702,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,108,885
Administrative expenses (other) incurred2019-12-31$187,803
Liabilities. Value of operating payables at end of year2019-12-31$28,594
Liabilities. Value of operating payables at beginning of year2019-12-31$33,465
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$36,959,206
Value of net assets at end of year (total assets less liabilities)2019-12-31$266,596,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$229,637,779
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
Investment advisory and management fees2019-12-31$308,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,921,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$72,838,417
Income. Interest from US Government securities2019-12-31$1,147,060
Income. Interest from corporate debt instruments2019-12-31$3,924,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,672,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,199,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,199,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$242,288
Asset value of US Government securities at end of year2019-12-31$40,523,791
Asset value of US Government securities at beginning of year2019-12-31$27,212,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,486,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$6,320,739
Employer contributions (assets) at end of year2019-12-31$6,320,739
Employer contributions (assets) at beginning of year2019-12-31$39,993,595
Income. Dividends from common stock2019-12-31$510,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,535,158
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$121,939,287
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$57,917,716
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$20,267,004
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$20,399,889
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
Aggregate proceeds on sale of assets2019-12-31$306,922,688
Aggregate carrying amount (costs) on sale of assets2019-12-31$300,018,546
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,505,047
Total unrealized appreciation/depreciation of assets2018-12-31$-5,505,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,393
Total income from all sources (including contributions)2018-12-31$30,658,431
Total loss/gain on sale of assets2018-12-31$-1,480,606
Total of all expenses incurred2018-12-31$22,082,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,558,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$39,993,595
Value of total assets at end of year2018-12-31$229,671,244
Value of total assets at beginning of year2018-12-31$221,093,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$524,119
Total interest from all sources2018-12-31$3,091,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,402,750
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$3,079,973
Administrative expenses professional fees incurred2018-12-31$132,127
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,108,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$584,023
Administrative expenses (other) incurred2018-12-31$167,780
Liabilities. Value of operating payables at end of year2018-12-31$33,465
Liabilities. Value of operating payables at beginning of year2018-12-31$31,393
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$161,959
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$8,575,901
Value of net assets at end of year (total assets less liabilities)2018-12-31$229,637,779
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$221,061,878
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
Investment advisory and management fees2018-12-31$224,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$72,838,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$80,830,245
Income. Interest from US Government securities2018-12-31$799,670
Income. Interest from corporate debt instruments2018-12-31$2,106,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,199,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,946,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,946,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$186,114
Asset value of US Government securities at end of year2018-12-31$27,212,791
Asset value of US Government securities at beginning of year2018-12-31$17,366,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,844,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$39,993,595
Employer contributions (assets) at end of year2018-12-31$39,993,595
Employer contributions (assets) at beginning of year2018-12-31$61,691,098
Income. Dividends from common stock2018-12-31$322,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,558,411
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$57,917,716
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$36,401,573
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$352,205
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$20,399,889
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$21,759,322
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
Aggregate proceeds on sale of assets2018-12-31$189,778,237
Aggregate carrying amount (costs) on sale of assets2018-12-31$191,258,843
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$16,754,545
Total unrealized appreciation/depreciation of assets2017-12-31$16,754,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$59,384
Total income from all sources (including contributions)2017-12-31$84,261,172
Total loss/gain on sale of assets2017-12-31$1,608,025
Total of all expenses incurred2017-12-31$15,582,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,032,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$61,691,098
Value of total assets at end of year2017-12-31$221,093,271
Value of total assets at beginning of year2017-12-31$152,442,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,550,180
Total interest from all sources2017-12-31$1,863,520
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,809,492
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$1,395,977
Administrative expenses professional fees incurred2017-12-31$124,079
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$584,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$445,304
Administrative expenses (other) incurred2017-12-31$1,216,814
Liabilities. Value of operating payables at end of year2017-12-31$31,393
Liabilities. Value of operating payables at beginning of year2017-12-31$59,384
Total non interest bearing cash at end of year2017-12-31$161,959
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$68,678,685
Value of net assets at end of year (total assets less liabilities)2017-12-31$221,061,878
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$152,383,193
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
Investment advisory and management fees2017-12-31$209,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$80,830,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,308,701
Income. Interest from US Government securities2017-12-31$413,480
Income. Interest from corporate debt instruments2017-12-31$1,409,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,946,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,947,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,947,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40,776
Asset value of US Government securities at end of year2017-12-31$17,366,771
Asset value of US Government securities at beginning of year2017-12-31$14,498,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$534,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$61,691,098
Employer contributions (assets) at end of year2017-12-31$61,691,098
Employer contributions (assets) at beginning of year2017-12-31$21,441,283
Income. Dividends from common stock2017-12-31$413,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,032,307
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$36,401,573
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$27,274,480
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$352,205
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$575,493
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$21,759,322
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$18,951,816
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
Aggregate proceeds on sale of assets2017-12-31$111,472,293
Aggregate carrying amount (costs) on sale of assets2017-12-31$109,864,268
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,606,277
Total unrealized appreciation/depreciation of assets2016-12-31$6,606,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$59,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,493
Total income from all sources (including contributions)2016-12-31$31,601,313
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,945,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,295,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,494,115
Value of total assets at end of year2016-12-31$152,442,577
Value of total assets at beginning of year2016-12-31$137,741,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,650,434
Total interest from all sources2016-12-31$1,530,196
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,970,725
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$1,970,725
Administrative expenses professional fees incurred2016-12-31$134,816
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$445,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$374,803
Liabilities. Value of operating payables at end of year2016-12-31$59,384
Liabilities. Value of operating payables at beginning of year2016-12-31$14,493
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$14,655,782
Value of net assets at end of year (total assets less liabilities)2016-12-31$152,383,193
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$137,727,411
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
Investment advisory and management fees2016-12-31$1,515,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,308,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,429,970
Income. Interest from corporate debt instruments2016-12-31$1,530,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,947,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,269,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,269,599
Asset value of US Government securities at end of year2016-12-31$14,498,065
Asset value of US Government securities at beginning of year2016-12-31$16,212,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$21,494,115
Employer contributions (assets) at end of year2016-12-31$21,441,283
Employer contributions (assets) at beginning of year2016-12-31$12,643,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,295,097
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$27,274,480
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$24,033,711
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$575,493
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,102,654
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$18,951,816
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$31,674,767
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,688,431
Total unrealized appreciation/depreciation of assets2015-12-31$-2,688,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,336
Total income from all sources (including contributions)2015-12-31$15,589,833
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,307,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,969,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,133,391
Value of total assets at end of year2015-12-31$137,741,904
Value of total assets at beginning of year2015-12-31$131,511,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,338,429
Total interest from all sources2015-12-31$1,418,731
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,726,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$201,926
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$374,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$268,087
Liabilities. Value of operating payables at end of year2015-12-31$14,493
Liabilities. Value of operating payables at beginning of year2015-12-31$66,336
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$6,282,224
Value of net assets at end of year (total assets less liabilities)2015-12-31$137,727,411
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$131,445,187
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
Investment advisory and management fees2015-12-31$1,136,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$45,429,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,882,908
Income. Interest from corporate debt instruments2015-12-31$1,418,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,269,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,808,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,808,188
Asset value of US Government securities at end of year2015-12-31$16,212,584
Asset value of US Government securities at beginning of year2015-12-31$15,010,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$15,133,391
Employer contributions (assets) at end of year2015-12-31$12,643,816
Employer contributions (assets) at beginning of year2015-12-31$7,810,425
Income. Dividends from common stock2015-12-31$1,726,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,969,180
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$24,033,711
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$25,276,572
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,102,654
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$31,674,767
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$67,454,762
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-324,198
Total unrealized appreciation/depreciation of assets2014-12-31$-324,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$66,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$128,419
Total income from all sources (including contributions)2014-12-31$10,280,608
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,560,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,569,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,810,425
Value of total assets at end of year2014-12-31$131,511,523
Value of total assets at beginning of year2014-12-31$130,853,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$990,724
Total interest from all sources2014-12-31$949,249
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,845,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$246,752
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$268,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$236,414
Liabilities. Value of operating payables at end of year2014-12-31$66,336
Liabilities. Value of operating payables at beginning of year2014-12-31$128,419
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$720,001
Value of net assets at end of year (total assets less liabilities)2014-12-31$131,445,187
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$130,725,186
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
Investment advisory and management fees2014-12-31$743,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,882,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,349,137
Income. Interest from corporate debt instruments2014-12-31$949,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,808,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,253,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,253,854
Asset value of US Government securities at end of year2014-12-31$15,010,581
Asset value of US Government securities at beginning of year2014-12-31$14,450,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$7,810,425
Employer contributions (assets) at end of year2014-12-31$7,810,425
Employer contributions (assets) at beginning of year2014-12-31$13,801,884
Income. Dividends from common stock2014-12-31$1,845,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,569,883
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$25,276,572
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$21,397,324
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$67,454,762
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$64,364,942
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$13,730,235
Total unrealized appreciation/depreciation of assets2013-12-31$13,730,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$128,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$116,716
Total income from all sources (including contributions)2013-12-31$29,938,769
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,366,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,429,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,801,884
Value of total assets at end of year2013-12-31$130,853,605
Value of total assets at beginning of year2013-12-31$114,269,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$936,459
Total interest from all sources2013-12-31$823,819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,582,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$215,918
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$236,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$258,303
Liabilities. Value of operating payables at end of year2013-12-31$128,419
Liabilities. Value of operating payables at beginning of year2013-12-31$116,716
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$16,572,758
Value of net assets at end of year (total assets less liabilities)2013-12-31$130,725,186
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,152,428
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
Investment advisory and management fees2013-12-31$720,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,349,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,695,188
Income. Interest from corporate debt instruments2013-12-31$823,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,253,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,565,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,565,580
Asset value of US Government securities at end of year2013-12-31$14,450,050
Asset value of US Government securities at beginning of year2013-12-31$14,025,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$13,801,884
Employer contributions (assets) at end of year2013-12-31$13,801,884
Employer contributions (assets) at beginning of year2013-12-31$10,064,342
Income. Dividends from common stock2013-12-31$1,582,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,429,552
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$21,397,324
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$19,252,617
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$64,364,942
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$56,407,453
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,004,533
Total unrealized appreciation/depreciation of assets2012-12-31$7,004,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$116,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$131,928
Total income from all sources (including contributions)2012-12-31$19,369,319
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,252,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,631,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,064,342
Value of total assets at end of year2012-12-31$114,269,144
Value of total assets at beginning of year2012-12-31$102,167,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$621,514
Total interest from all sources2012-12-31$831,841
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,468,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$190,095
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$258,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$264,199
Liabilities. Value of operating payables at end of year2012-12-31$116,716
Liabilities. Value of operating payables at beginning of year2012-12-31$131,928
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$12,116,737
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,152,428
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$102,035,691
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
Investment advisory and management fees2012-12-31$431,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,695,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,922,319
Income. Interest from corporate debt instruments2012-12-31$831,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,565,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,148,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,148,809
Asset value of US Government securities at end of year2012-12-31$14,025,661
Asset value of US Government securities at beginning of year2012-12-31$10,517,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$10,064,342
Employer contributions (assets) at end of year2012-12-31$10,064,342
Employer contributions (assets) at beginning of year2012-12-31$13,325,515
Income. Dividends from common stock2012-12-31$1,468,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,631,068
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$19,252,617
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$19,647,355
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$56,407,453
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$49,342,199
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,287,062
Total unrealized appreciation/depreciation of assets2011-12-31$-1,287,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$131,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$84,079
Total income from all sources (including contributions)2011-12-31$16,224,082
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,438,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,670,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,395,530
Value of total assets at end of year2011-12-31$102,167,619
Value of total assets at beginning of year2011-12-31$94,334,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$768,212
Total interest from all sources2011-12-31$987,995
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,127,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$288,424
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$264,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$283,438
Liabilities. Value of operating payables at end of year2011-12-31$131,928
Liabilities. Value of operating payables at beginning of year2011-12-31$84,079
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$7,785,542
Value of net assets at end of year (total assets less liabilities)2011-12-31$102,035,691
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$94,250,149
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
Investment advisory and management fees2011-12-31$479,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,922,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,603,333
Income. Interest from corporate debt instruments2011-12-31$987,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,148,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,537,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,537,855
Asset value of US Government securities at end of year2011-12-31$10,517,223
Asset value of US Government securities at beginning of year2011-12-31$9,362,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$15,395,530
Employer contributions (assets) at end of year2011-12-31$13,325,515
Employer contributions (assets) at beginning of year2011-12-31$7,009,432
Income. Dividends from common stock2011-12-31$1,127,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,670,328
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$19,647,355
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$15,182,679
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$49,342,199
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$49,354,672
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,324,732
Total unrealized appreciation/depreciation of assets2010-12-31$7,324,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$84,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$87,636
Total income from all sources (including contributions)2010-12-31$16,399,854
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,659,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,008,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,009,432
Value of total assets at end of year2010-12-31$94,334,228
Value of total assets at beginning of year2010-12-31$83,597,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$651,180
Total interest from all sources2010-12-31$1,056,226
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,009,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$250,866
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$283,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$289,688
Liabilities. Value of operating payables at end of year2010-12-31$84,079
Liabilities. Value of operating payables at beginning of year2010-12-31$87,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,740,120
Value of net assets at end of year (total assets less liabilities)2010-12-31$94,250,149
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,510,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$400,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,603,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,195,559
Income. Interest from corporate debt instruments2010-12-31$1,056,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,537,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,735,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,735,650
Asset value of US Government securities at end of year2010-12-31$9,362,819
Asset value of US Government securities at beginning of year2010-12-31$7,874,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,009,432
Employer contributions (assets) at end of year2010-12-31$7,009,432
Employer contributions (assets) at beginning of year2010-12-31$7,622,373
Income. Dividends from common stock2010-12-31$1,009,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,008,554
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$15,182,679
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$14,479,280
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$49,354,672
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$43,400,638
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD,LLP
Accountancy firm EIN2010-12-31440160260
2009 : RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF AMERICAN FIDELITY GROUP

2022: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 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: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF AMERICAN FIDELITY GROUP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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