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EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC. 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 INDIAN ASSOCIATION OF TUCS ON, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INDIAN ASSOCIATION OF TUCS ON, INC.
Employer identification number (EIN):860210481
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHAEL SPOTTED WOLF2024-07-12
0022022-01-01MICHAEL SPOTTED WOLF2023-07-25
0022021-01-01MICHAEL SPOTTED WOLF2022-10-18
0022020-01-01EVELYN YBARRA2021-03-05
0022019-01-01EVELYN YBARRA2020-07-27
0022018-01-01EVELYN YBARRA2019-10-11
0022017-01-01EVELYN YBARRA PABLO2018-07-25 EVELYN YBARRA PABLO2018-07-25
0022016-01-01EVELYN YBARRA-PABLO2017-07-07 EVELYN YBARRA-PABLO2017-07-07
0022015-01-01EVELYN YBARRA-PABLO2016-06-16 EVELYN YBARRA-PABLO2016-06-16
0022014-01-01EVELYN YBARRA-PABLO2015-04-29 EVELYN YBARRA-PABLO2015-04-29
0022013-01-01EVELYN YBARRA2014-05-07 EVELYN YBARRA2014-05-07
0022012-01-01EVELYN YBARRA2013-06-13 EVELYN YBARRA2013-06-13
0022011-01-01EVELYN YBARRA2012-06-19
0022010-01-01EVELYN YBARRA2011-07-29 EVELYN YBARRA2011-07-29
0022009-01-01EYBARRA

Financial Data on EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-140
Total liabilities as of the end of the plan year2025-08-140
Total liabilities as of the beginning of the plan year2025-08-140
Total expenses incurred by plan in this plan year2025-08-147664
Net assets as of the end of the plan year2025-08-141075768
Total assets as of the beginning of the plan year2025-08-14794237
Value of plan covered by a fidelity bond2025-08-14100000
Participant contributions to plan in this plan year2025-08-14105936
Value of participant loans at end of plan year2025-08-143178
Other expenses paid from plan in this plan year2025-08-140
Other contributions to plan in this plan year2025-08-140
Other income to plan in this plan year2025-08-1486728
Plan net income in this plan year2025-08-14281531
Net assets as of the end of the plan year2025-08-141075768
Net assets as of the beginning of the plan year2025-08-14794237
Employer contributions to plan in this plan year2025-08-1496531
Fees paid to broker by Benefit Provider2025-08-14250
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-14170
2024 : EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-120
Total liabilities as of the end of the plan year2024-07-120
Total liabilities as of the beginning of the plan year2024-07-120
Total expenses incurred by plan in this plan year2024-07-1252115
Net assets as of the end of the plan year2024-07-12794237
Total assets as of the beginning of the plan year2024-07-12498961
Value of plan covered by a fidelity bond2024-07-12100000
Participant contributions to plan in this plan year2024-07-1266406
Value of participant loans at end of plan year2024-07-1215991
Other expenses paid from plan in this plan year2024-07-120
Other contributions to plan in this plan year2024-07-12141724
Other income to plan in this plan year2024-07-1268778
Plan net income in this plan year2024-07-12295276
Net assets as of the end of the plan year2024-07-12794237
Net assets as of the beginning of the plan year2024-07-12498961
Employer contributions to plan in this plan year2024-07-1270483
Fees paid to broker by Benefit Provider2024-07-12123
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-12111
2022 : EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-180
Total liabilities as of the end of the plan year2022-10-180
Total liabilities as of the beginning of the plan year2022-10-180
Total expenses incurred by plan in this plan year2022-10-1852504
Net assets as of the end of the plan year2022-10-18529781
Total assets as of the beginning of the plan year2022-10-18429553
Value of plan covered by a fidelity bond2022-10-18100000
Participant contributions to plan in this plan year2022-10-1832234
Value of participant loans at end of plan year2022-10-1824236
Other expenses paid from plan in this plan year2022-10-18281
Other contributions to plan in this plan year2022-10-1819281
Other income to plan in this plan year2022-10-1859204
Plan net income in this plan year2022-10-18100228
Net assets as of the end of the plan year2022-10-18529781
Net assets as of the beginning of the plan year2022-10-18429553
Employer contributions to plan in this plan year2022-10-1842013
Fees paid to broker by Benefit Provider2022-10-18183

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC.

2009: EMPLOYEE BENEFIT PLAN OF AMERICAN INDIAN ASSOCIATION OF TUCSON, INC. 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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