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403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE
Plan identification number 001

403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE 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.
  • 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.
  • 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

THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PEDIATRICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PEDIATRICS, INC.
Employer identification number (EIN):860917603
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAUREN VALDIVIEZO2024-07-24
0012022-01-01JOHN PHILLIPS2023-07-10
0012021-01-01JOHN PHILLIPS2022-04-18
0012020-01-01ADAM PETERSON2021-07-16
0012019-01-01ADAM PETERSON2020-08-03
0012018-01-01ADAM PETERSON2019-10-15
0012017-01-01GEORGE DIFLAVIS2018-07-30 GEORGE DIFLAVIS2018-07-30
0012016-01-01GEORGE DIFLAVIS2017-07-14 GEORGE DIFLAVIS2017-07-14
0012015-01-01GEORGE DIFLAVIS2016-07-28 GEORGE DIFLAVIS2016-07-28
0012013-01-01GEORGE DIFLAVIS2014-07-11 GEORGE DIFLAVIS2014-07-11
0012012-01-01ANNETTE MOLINA2013-05-29 ANNETTE MOLINA2013-05-29

Plan Statistics for 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE 2025 401k membership
Total number of particpants at beginning of year2025-07-2318
Total number of particpants at end of year2025-07-2322
Number of Participants With Account Balances2025-07-2322
2024: 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE 2024 401k membership
Total number of particpants at beginning of year2024-07-2413
Total number of particpants at end of year2024-07-2414
Number of Participants With Account Balances2024-07-2414

Financial Data on 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-239299
Net assets as of the end of the plan year2025-07-23515749
Total assets as of the beginning of the plan year2025-07-23415613
Value of plan covered by a fidelity bond2025-07-23250000
Participant contributions to plan in this plan year2025-07-2327234
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-2365639
Plan net income in this plan year2025-07-23100136
Net assets as of the end of the plan year2025-07-23515749
Net assets as of the beginning of the plan year2025-07-23415613
Employer contributions to plan in this plan year2025-07-2316562
Fees paid to broker by Benefit Provider2025-07-2326
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2344
2024 : 403(B) THRIFT PLAN OF THE ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PE 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2420
Net assets as of the end of the plan year2024-07-24415613
Total assets as of the beginning of the plan year2024-07-24321162
Value of plan covered by a fidelity bond2024-07-24250000
Participant contributions to plan in this plan year2024-07-2424958
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2465035
Plan net income in this plan year2024-07-2494451
Net assets as of the end of the plan year2024-07-24415613
Net assets as of the beginning of the plan year2024-07-24321162
Employer contributions to plan in this plan year2024-07-244478
Fees paid to broker by Benefit Provider2024-07-2456
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2420

Potentially related plans

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