401k Plan data: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY plan

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 401k Plan overview

Plan Name	AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
Plan identification number	001

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

Employer identification number (EIN): 131568923

NAIC Classification: 611000

Additional information about AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 782580

More information about AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GLENNYS M. HUHN 2018-06-29
001 2016-01-01 GLENNYS M. HUHN 2017-06-08
001 2015-01-01 GLENNYS M. HUHN 2016-07-13
001 2014-01-01 GLENNYS M. MARTES 2015-07-07
001 2013-01-01 JAMES L. ROTHKOPF 2014-07-30
001 2012-01-01 JAMES L. ROTHKOPF 2013-07-29
001 2011-01-01 JAMES L. ROTHKOPF 2012-07-27
001 2010-01-01 JAMES L. ROTHKOPF 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GLENNYS M. HUHN	2018-06-29
001	2016-01-01	GLENNYS M. HUHN	2017-06-08
001	2015-01-01	GLENNYS M. HUHN	2016-07-13
001	2014-01-01	GLENNYS M. MARTES	2015-07-07
001	2013-01-01	JAMES L. ROTHKOPF	2014-07-30
001	2012-01-01	JAMES L. ROTHKOPF	2013-07-29
001	2011-01-01	JAMES L. ROTHKOPF	2012-07-27
001	2010-01-01	JAMES L. ROTHKOPF	2011-10-14

Plan Statistics for AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

401k plan membership statisitcs for AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

Measure Date Value
2022: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 51
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 168
Total of all active and inactive participants 2022-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 220
Number of participants with account balances 2022-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2021 401k membership
Total participants, beginning-of-year 2021-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 51
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 172
Total of all active and inactive participants 2021-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 223
Number of participants with account balances 2021-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2020 401k membership
Total participants, beginning-of-year 2020-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 53
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 178
Total of all active and inactive participants 2020-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 233
Number of participants with account balances 2020-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 58
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 180
Total of all active and inactive participants 2019-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 238
Number of participants with account balances 2019-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 63
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 180
Total of all active and inactive participants 2018-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 243
Number of participants with account balances 2018-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	51
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	168
Total of all active and inactive participants	2022-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	220
Number of participants with account balances	2022-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2021 401k membership
Total participants, beginning-of-year	2021-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	51
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	172
Total of all active and inactive participants	2021-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	223
Number of participants with account balances	2021-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2020 401k membership
Total participants, beginning-of-year	2020-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	53
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	178
Total of all active and inactive participants	2020-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	233
Number of participants with account balances	2020-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	58
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	180
Total of all active and inactive participants	2019-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	238
Number of participants with account balances	2019-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	63
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	180
Total of all active and inactive participants	2018-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	243
Number of participants with account balances	2018-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

Measure	Date	Value
2022 : AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,004,848
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,262,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,225,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$998,657
Value of total assets at end of year	2022-12-31	$25,408,946
Value of total assets at beginning of year	2022-12-31	$28,675,831
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,068
Total interest from all sources	2022-12-31	$283,492
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$375,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$375,568
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$535,535
Participant contributions at end of year	2022-12-31	$79,493
Participant contributions at beginning of year	2022-12-31	$35,093
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$36,107
Other income not declared elsewhere	2022-12-31	$29,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,266,885
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,408,946
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,675,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,054,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,609,072
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,181,654
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,098,009
Interest on participant loans	2022-12-31	$3,662
Interest earned on other investments	2022-12-31	$279,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,093,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,933,657
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$101,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,780,208
Net investment gain/loss from pooled separate accounts	2022-12-31	$88,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$427,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,124,916
Contract administrator fees	2022-12-31	$36,068
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
2021 : AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,075,015
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,668,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,632,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$967,435
Value of total assets at end of year	2021-12-31	$28,675,831
Value of total assets at beginning of year	2021-12-31	$26,269,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,796
Total interest from all sources	2021-12-31	$239,067
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$543,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$543,109
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$537,434
Participant contributions at end of year	2021-12-31	$35,093
Participant contributions at beginning of year	2021-12-31	$18,296
Other income not declared elsewhere	2021-12-31	$20,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,406,343
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,675,831
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,269,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,609,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,288,576
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,098,009
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$884,791
Interest on participant loans	2021-12-31	$884
Interest earned on other investments	2021-12-31	$238,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,933,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,077,825
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$291,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,135,841
Net investment gain/loss from pooled separate accounts	2021-12-31	$168,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$430,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,341,041
Contract administrator fees	2021-12-31	$35,796
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	WTHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-12-31	222027092
2020 : AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,995,410
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,388,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,369,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,032,462
Value of total assets at end of year	2020-12-31	$26,269,488
Value of total assets at beginning of year	2020-12-31	$24,662,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,640
Total interest from all sources	2020-12-31	$306,267
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$296,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$296,846
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$577,232
Participant contributions at end of year	2020-12-31	$18,296
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$43,137
Other income not declared elsewhere	2020-12-31	$13,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,606,750
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,269,488
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,662,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,288,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,730,194
Value of interest in pooled separate accounts at end of year	2020-12-31	$884,791
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,028,603
Interest on participant loans	2020-12-31	$133
Interest earned on other investments	2020-12-31	$306,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,077,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,903,941
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,051,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,355,833
Net investment gain/loss from pooled separate accounts	2020-12-31	$-9,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$412,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,317,571
Contract administrator fees	2020-12-31	$19,640
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WTHUMSMITH+BROWN, PC
Accountancy firm EIN	2020-12-31	222027092
2019 : AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,402,558
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,796,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,755,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,159,497
Value of total assets at end of year	2019-12-31	$24,662,738
Value of total assets at beginning of year	2019-12-31	$22,056,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,485
Total interest from all sources	2019-12-31	$316,281
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$381,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$381,122
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$414,089
Amount contributed by the employer to the plan for this plan year	2019-12-31	$414,089
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$556,415
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$188,993
Other income not declared elsewhere	2019-12-31	$13,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,606,518
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,662,738
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,056,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,730,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,138,349
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,028,603
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$889,844
Interest earned on other investments	2019-12-31	$316,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,903,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,028,027
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$240,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,481,596
Net investment gain/loss from pooled separate accounts	2019-12-31	$50,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$414,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,515,287
Contract administrator fees	2019-12-31	$40,485
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WTHUMSMITH+BROWN, PC
Accountancy firm EIN	2019-12-31	222027092
2018 : AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$12,441,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$366,672
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,528,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,528,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$980,204
Value of total assets at end of year	2018-12-31	$22,056,220
Value of total assets at beginning of year	2018-12-31	$10,776,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$317,185
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$295,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$295,380
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$400,181
Amount contributed by the employer to the plan for this plan year	2018-12-31	$400,181
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$567,917
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,106
Other income not declared elsewhere	2018-12-31	$16,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,161,555
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,056,220
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,776,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,138,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,116,824
Value of interest in pooled separate accounts at end of year	2018-12-31	$889,844
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$503,373
Interest earned on other investments	2018-12-31	$317,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$8,028,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,156,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,282,979
Net investment gain/loss from pooled separate accounts	2018-12-31	$40,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$400,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,528,227
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2018-12-31	366055558

Form 5500 Responses for AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

2022: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500410

Policy instance

Insurance contract or identification number	500410
Number of Individuals Covered	180
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500410

Policy instance

Insurance contract or identification number	500410
Number of Individuals Covered	177
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500410

Policy instance

Insurance contract or identification number	500410
Number of Individuals Covered	190
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500410

Policy instance

Insurance contract or identification number	500410
Number of Individuals Covered	196
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500410

Policy instance

Insurance contract or identification number	500410
Number of Individuals Covered	203
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC
Employer identification number (EIN):	131568923
NAIC Classification:	611000

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	782580