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AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameAMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN
Plan identification number 002

AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
Employer identification number (EIN):751247887
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01CRAIG P HOFFMAN2014-10-01
0022012-01-01THOMAS HOPKINS2013-07-30
0022011-01-01BRIAN GRAFF2012-10-15
0022010-01-01BRIAN H. GRAFF2011-10-17
0022007-01-01

Plan Statistics for AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2025: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-29125
Total number of particpants at end of year2025-04-29108
Number of Participants With Account Balances2025-04-29108
2024: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-10106
Total number of particpants at end of year2024-05-10113
Number of Participants With Account Balances2024-05-10113
2022: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-11100
Total number of particpants at end of year2022-04-11114
Number of Participants With Account Balances2022-04-11114

Financial Data on AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2025 : AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-29287508
Total liabilities as of the end of the plan year2025-04-290
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-293004661
Net assets as of the end of the plan year2025-04-2917100603
Total assets as of the beginning of the plan year2025-04-2914681209
Value of plan covered by a fidelity bond2025-04-29500000
Participant contributions to plan in this plan year2025-04-29846191
Value of participant loans at end of plan year2025-04-2984400
Other expenses paid from plan in this plan year2025-04-290
Other contributions to plan in this plan year2025-04-291301286
Other income to plan in this plan year2025-04-292014971
Plan net income in this plan year2025-04-292131886
Net assets as of the end of the plan year2025-04-2917100603
Net assets as of the beginning of the plan year2025-04-2914681209
Employer contributions to plan in this plan year2025-04-29974099
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29306960
2024 : AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-10881568
Net assets as of the end of the plan year2024-05-1014681209
Total assets as of the beginning of the plan year2024-05-1011955630
Value of plan covered by a fidelity bond2024-05-10500000
Participant contributions to plan in this plan year2024-05-10759297
Value of participant loans at end of plan year2024-05-10137789
Other contributions to plan in this plan year2024-05-10259620
Other income to plan in this plan year2024-05-101727683
Plan net income in this plan year2024-05-102725579
Net assets as of the end of the plan year2024-05-1014681209
Net assets as of the beginning of the plan year2024-05-1011955630
Employer contributions to plan in this plan year2024-05-10860547
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-101004
2022 : AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-04-110
Total liabilities as of the beginning of the plan year2022-04-11274
Total expenses incurred by plan in this plan year2022-04-11804257
Net assets as of the end of the plan year2022-04-1114304107
Total assets as of the beginning of the plan year2022-04-1112138047
Value of plan covered by a fidelity bond2022-04-11500000
Participant contributions to plan in this plan year2022-04-11546658
Value of participant loans at end of plan year2022-04-11133609
Other income to plan in this plan year2022-04-111750978
Plan net income in this plan year2022-04-112166334
Net assets as of the end of the plan year2022-04-1114304107
Net assets as of the beginning of the plan year2022-04-1112137773
Employer contributions to plan in this plan year2022-04-11672955
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-111584

Form 5500 Responses for AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN

2007: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PROFIT SHARING 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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