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ASIAN AMERICAN FEDERATION 403(B) PLAN 401k Plan overview

Plan NameASIAN AMERICAN FEDERATION 403(B) PLAN
Plan identification number 001

ASIAN AMERICAN FEDERATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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.
  • 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

ASIAN AMERICAN FEDERATION has sponsored the creation of one or more 401k plans.

Company Name:ASIAN AMERICAN FEDERATION
Employer identification number (EIN):133572287
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASIAN AMERICAN FEDERATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01WAN LUI2024-07-30
0012022-07-01JEAN TESORIERO2024-04-10
0012021-07-01JEAN TESORIERO2023-03-06
0012020-07-01JEAN TESORIERO2021-11-17 JOO HAN2022-01-13
0012019-07-01JEAN TESORIERO2020-12-02
0012018-07-01JEAN TESORIERO2020-04-09 JEAN TESORIERO2020-04-09
0012017-07-01JEAN TESORIERO2019-01-15
0012016-07-01JEAN TESORIERO2018-01-16 JEAN TESORIERO2018-01-16
0012015-07-01WINNIE LI2017-01-24
0012014-07-01WINNIE LI2015-11-03
0012013-07-01WINNIE LI2014-12-30
0012012-07-01WINNIE LI2014-01-16 WINNIE LI2014-01-16
0012011-07-01WINNIE LI2012-12-20
0012010-07-01WINNIE LI2012-01-30

Financial Data on ASIAN AMERICAN FEDERATION 403(B) PLAN

Measure Date Value
2024 : ASIAN AMERICAN FEDERATION 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30115642
Net assets as of the end of the plan year2024-07-30828543
Total assets as of the beginning of the plan year2024-07-30632951
Value of plan covered by a fidelity bond2024-07-3060000
Participant contributions to plan in this plan year2024-07-30132597
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30140546
Plan net income in this plan year2024-07-30195592
Net assets as of the end of the plan year2024-07-30828543
Net assets as of the beginning of the plan year2024-07-30632951
Employer contributions to plan in this plan year2024-07-3038091
Fees paid to broker by Benefit Provider2024-07-30470
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-304467
2023 : ASIAN AMERICAN FEDERATION 403(B) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-03-060
Total liabilities as of the end of the plan year2023-03-060
Total liabilities as of the beginning of the plan year2023-03-060
Total expenses incurred by plan in this plan year2023-03-06141806
Net assets as of the end of the plan year2023-03-06453112
Total assets as of the beginning of the plan year2023-03-06610714
Value of plan covered by a fidelity bond2023-03-0660000
Participant contributions to plan in this plan year2023-03-0656789
Other expenses paid from plan in this plan year2023-03-0695
Other contributions to plan in this plan year2023-03-060
Other income to plan in this plan year2023-03-06-96680
Plan net income in this plan year2023-03-06-157602
Net assets as of the end of the plan year2023-03-06453112
Net assets as of the beginning of the plan year2023-03-06610714
Employer contributions to plan in this plan year2023-03-0624095
Fees paid to broker by Benefit Provider2023-03-06668
Expensese paid to adminstrative service provicers from plan in this plan year2023-03-0647

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