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AMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameAMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST
Plan identification number 002

AMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN ASSOCIATION OF EQUINE has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ASSOCIATION OF EQUINE
Employer identification number (EIN):846035908
NAIC Classification:115210
NAIC Description:Support Activities for Animal Production

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LORI RAWL2024-07-17
0022022-01-01LORI L RAWLS2023-08-30
0022021-01-01LORI RAWLS2022-06-29
0022020-01-01LORI RAWLS2021-06-15
0022019-01-01LORI RAWLS2020-05-07
0022018-01-01LORI RAWLS2019-04-23
0022017-01-01LORI RAWLS2018-07-13
0022016-01-01LORI RAWLS2017-07-19
0022015-01-01LORI RAWLS2016-07-29
0022014-01-01BRAD MITCHELL2015-05-22
0022013-01-01BRAD MITCHELL2014-05-01
0022012-01-01AMERICAN ASSOCIATION OF EQUINE2013-05-24
0022011-01-01AMERICAN ASSOCIATION OF EQUINE2012-05-01
0022010-01-01AMERICAN ASSOCIATION OF EQUINE2011-05-03

Financial Data on AMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : AMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-16784825
Net assets as of the end of the plan year2025-07-164832406
Total assets as of the beginning of the plan year2025-07-164705568
Value of plan covered by a fidelity bond2025-07-16470557
Participant contributions to plan in this plan year2025-07-16127811
Value of participant loans at end of plan year2025-07-1698774
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-16703446
Plan net income in this plan year2025-07-16126838
Net assets as of the end of the plan year2025-07-164832406
Net assets as of the beginning of the plan year2025-07-164705568
Employer contributions to plan in this plan year2025-07-1680406
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-16360
2024 : AMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-176120
Net assets as of the end of the plan year2024-07-174705568
Total assets as of the beginning of the plan year2024-07-173728635
Value of plan covered by a fidelity bond2024-07-17372864
Participant contributions to plan in this plan year2024-07-17129388
Value of participant loans at end of plan year2024-07-17105635
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-1735537
Other income to plan in this plan year2024-07-17731744
Plan net income in this plan year2024-07-17976933
Net assets as of the end of the plan year2024-07-174705568
Net assets as of the beginning of the plan year2024-07-173728635
Employer contributions to plan in this plan year2024-07-1786384
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-17120
2022 : AMERICAN ASSOCIATION OF EQUINE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-290
Total liabilities as of the end of the plan year2022-06-290
Total liabilities as of the beginning of the plan year2022-06-290
Total expenses incurred by plan in this plan year2022-06-2911857
Net assets as of the end of the plan year2022-06-294395550
Total assets as of the beginning of the plan year2022-06-293701535
Value of plan covered by a fidelity bond2022-06-29370154
Participant contributions to plan in this plan year2022-06-29134495
Other expenses paid from plan in this plan year2022-06-290
Other contributions to plan in this plan year2022-06-290
Other income to plan in this plan year2022-06-29485423
Plan net income in this plan year2022-06-29694015
Net assets as of the end of the plan year2022-06-294395550
Net assets as of the beginning of the plan year2022-06-293701535
Employer contributions to plan in this plan year2022-06-2985954
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-29195

Potentially related plans

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