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AMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS RETIREMENT TRUST 401k Plan overview

Plan NameAMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS RETIREMENT TRUST
Plan identification number 001

AMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS RETIREMENT 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.
  • 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.
  • 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 SETTLEMENT CONSULTANTS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS
Employer identification number (EIN):862302202
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-10-16
0012022-01-01PLAN SPONSOR2023-06-22
0012021-06-09PLAN SPONSOR2022-06-27

Financial Data on AMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS RETIREMENT TRUST

Measure Date Value
2025 : AMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-292
Net assets as of the end of the plan year2025-07-2915947
Total assets as of the beginning of the plan year2025-07-294186
Value of plan covered by a fidelity bond2025-07-290
Participant contributions to plan in this plan year2025-07-295183
Value of participant loans at end of plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-291729
Plan net income in this plan year2025-07-2911761
Net assets as of the end of the plan year2025-07-2915947
Net assets as of the beginning of the plan year2025-07-294186
Employer contributions to plan in this plan year2025-07-294851
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-292
2024 : AMERICAN ASSOCIATION OF SETTLEMENT CONSULTANTS RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1531765
Net assets as of the end of the plan year2024-10-154186
Total assets as of the beginning of the plan year2024-10-1521809
Value of plan covered by a fidelity bond2024-10-1530000
Participant contributions to plan in this plan year2024-10-155920
Value of participant loans at end of plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-153102
Plan net income in this plan year2024-10-15-17623
Net assets as of the end of the plan year2024-10-154186
Net assets as of the beginning of the plan year2024-10-1521809
Employer contributions to plan in this plan year2024-10-155120
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15220

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