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ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN
Plan identification number 003

ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

APPA THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS has sponsored the creation of one or more 401k plans.

Company Name:APPA THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS
Employer identification number (EIN):850211201
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01PHYLLIS A. KOTWICKI2024-06-06 PHYLLIS A. KOTWICKI2024-06-06
0032022-01-01PHYLLIS A. KOTWICKI2023-05-30 PHYLLIS A. KOTWICKI2023-05-30
0032021-01-01PHYLLIS A. KOTWICKI2022-06-03 PHYLLIS A. KOTWICKI2022-06-03
0032020-01-01PHYLLIS A. KOTWICKI2021-08-03 PHYLLIS A. KOTWICKI2021-08-03
0032019-01-01PHYLLIS A. KOTWICKI2020-09-01 PHYLLIS A. KOTWICKI2020-09-01
0032018-01-01PHYLLIS A. KOTWICKI2019-07-11 PHYLLIS A. KOTWICKI2019-07-11
0032017-01-01PHYLLIS A. KOTWICKI2018-10-11 PHYLLIS A. KOTWICKI2018-10-11
0032016-01-01JOHN BERNHARDS2017-10-16 JOHN BERNHARDS2017-10-16
0032014-01-01JOHN BERNHARDS2015-10-13 JOHN BERNHARDS2015-10-13
0032013-01-01JOHN BERNHARDS2014-09-30 JOHN BERNHARDS2014-09-30
0032012-01-01JOHN BERNHARDS2013-10-11 JOHN BERNHARDS2013-10-11
0032011-01-01CHONG-HIE CHOI2012-09-24
0032010-01-01CHONG-HIE CHOI2011-07-21

Plan Statistics for ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN

Measure Date Value
2025: ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1536
Total number of particpants at end of year2025-04-1539
Number of Participants With Account Balances2025-04-1539
2024: ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0636
Total number of particpants at end of year2024-06-0638
Number of Participants With Account Balances2024-06-0636
2022: ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0337
Total number of particpants at end of year2022-06-0337
Number of Participants With Account Balances2022-06-0336

Financial Data on ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN

Measure Date Value
2025 : ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-151684774
Net assets as of the end of the plan year2025-04-156085970
Total assets as of the beginning of the plan year2025-04-156893073
Value of plan covered by a fidelity bond2025-04-15240000
Participant contributions to plan in this plan year2025-04-1569878
Value of participant loans at end of plan year2025-04-1590954
Other income to plan in this plan year2025-04-15693425
Plan net income in this plan year2025-04-15-807103
Net assets as of the end of the plan year2025-04-156085970
Net assets as of the beginning of the plan year2025-04-156893073
Employer contributions to plan in this plan year2025-04-15114368
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15575
2024 : ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-06854462
Net assets as of the end of the plan year2024-06-066893073
Total assets as of the beginning of the plan year2024-06-066737725
Value of plan covered by a fidelity bond2024-06-06240000
Participant contributions to plan in this plan year2024-06-0662860
Value of participant loans at end of plan year2024-06-0640349
Other expenses paid from plan in this plan year2024-06-06350
Other income to plan in this plan year2024-06-06826648
Plan net income in this plan year2024-06-06155348
Net assets as of the end of the plan year2024-06-066893073
Net assets as of the beginning of the plan year2024-06-066737725
Employer contributions to plan in this plan year2024-06-06120302
2022 : ASSOCIATION OF PHYSICAL PLANT ADMINISTRATORS 403(B) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-03301754
Net assets as of the end of the plan year2022-06-037568523
Total assets as of the beginning of the plan year2022-06-036834048
Value of plan covered by a fidelity bond2022-06-03240000
Participant contributions to plan in this plan year2022-06-0357100
Value of participant loans at end of plan year2022-06-0337340
Other income to plan in this plan year2022-06-03860516
Plan net income in this plan year2022-06-03734475
Net assets as of the end of the plan year2022-06-037568523
Net assets as of the beginning of the plan year2022-06-036834048
Employer contributions to plan in this plan year2022-06-03118613
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-03200

Potentially related plans

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