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ACLU DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameACLU DEFINED CONTRIBUTION PLAN
Plan identification number 003

ACLU DEFINED CONTRIBUTION PLAN 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN CIVIL LIBERTIES UNION, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN CIVIL LIBERTIES UNION, INC.
Employer identification number (EIN):133871360
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACLU DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01DENNIS DONOVAN
0032023-01-01
0032023-01-01DENNIS DONOVAN
0032022-01-01
0032022-01-01DENNIS DONOVAN
0032021-01-01
0032021-01-01DENNIS DONOVAN
0032020-01-01
0032019-01-01
0032017-01-01AMANDA ROMAGNANO AMANDA ROMAGNANO2018-10-12
0032016-01-01AMANDA ROMAGNANO AMANDA ROMAGNANO2017-10-13
0032015-01-01AMANDA ROMAGNANO AMANDA ROMAGNANO2016-10-11
0032014-01-01AMANDA ROMAGNANO AMANDA ROMAGNANO2015-10-05
0032013-01-01AMANDA ROMAGNANO AMANDA ROMAGNANO2014-10-10
0032012-01-01AMANDA ROMAGNANO AMANDA ROMAGNANO2013-10-14
0032011-01-01AMANDA ROMAGNANO AMANDA ROMAGNANO2012-10-15
0032010-01-01ALMA MONTCLAIR2011-10-11 ALMA MONTCLAIR2011-10-11

Plan Statistics for ACLU DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for ACLU DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: ACLU DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,645
Total number of active participants reported on line 7a of the Form 55002023-01-011,972
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01804
Total of all active and inactive participants2023-01-012,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-012,783
Number of participants with account balances2023-01-012,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0129
2022: ACLU DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,142
Total number of active participants reported on line 7a of the Form 55002022-01-011,720
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01631
Total of all active and inactive participants2022-01-012,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,358
Number of participants with account balances2022-01-012,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: ACLU DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,937
Total number of active participants reported on line 7a of the Form 55002021-01-011,598
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01535
Total of all active and inactive participants2021-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-012,136
Number of participants with account balances2021-01-012,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: ACLU DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,778
Total number of active participants reported on line 7a of the Form 55002020-01-011,530
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01425
Total of all active and inactive participants2020-01-011,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,958
Number of participants with account balances2020-01-011,931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: ACLU DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,559
Total number of active participants reported on line 7a of the Form 55002019-01-011,432
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01357
Total of all active and inactive participants2019-01-011,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,794
Number of participants with account balances2019-01-011,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01104
2017: ACLU DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01906
Total number of active participants reported on line 7a of the Form 55002017-01-01999
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01228
Total of all active and inactive participants2017-01-011,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,231
Number of participants with account balances2017-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0185
2016: ACLU DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01824
Total number of active participants reported on line 7a of the Form 55002016-01-01725
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01176
Total of all active and inactive participants2016-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01903
Number of participants with account balances2016-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0177
2015: ACLU DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01720
Total number of active participants reported on line 7a of the Form 55002015-01-01646
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01178
Total of all active and inactive participants2015-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01824
Number of participants with account balances2015-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0194
2014: ACLU DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01626
Total number of active participants reported on line 7a of the Form 55002014-01-01629
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01724
Number of participants with account balances2014-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0186
2013: ACLU DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01507
Total number of active participants reported on line 7a of the Form 55002013-01-01572
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01624
Number of participants with account balances2013-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0163
2012: ACLU DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01387
Total number of active participants reported on line 7a of the Form 55002012-01-01488
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01510
Number of participants with account balances2012-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0164
2011: ACLU DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01242
Total number of active participants reported on line 7a of the Form 55002011-01-01372
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01387
Number of participants with account balances2011-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ACLU DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : ACLU DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$48,189,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$54,791,279
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,937,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,633,932
Expenses. Certain deemed distributions of participant loans2023-12-31$11,756
Value of total corrective distributions2023-12-31$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,310,998
Value of total assets at end of year2023-12-31$196,692,215
Value of total assets at beginning of year2023-12-31$104,648,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$292,244
Total interest from all sources2023-12-31$79,859
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$324,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$324,315
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$17,047,170
Participant contributions at end of year2023-12-31$1,203,347
Participant contributions at beginning of year2023-12-31$771,071
Participant contributions at end of year2023-12-31$516,527
Participant contributions at beginning of year2023-12-31$83,623
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,017,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$2,963
Other income not declared elsewhere2023-12-31$30,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$43,853,340
Value of net assets at end of year (total assets less liabilities)2023-12-31$196,692,215
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$104,648,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$21,232,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,355,779
Value of interest in pooled separate accounts at end of year2023-12-31$47,042,286
Value of interest in pooled separate accounts at beginning of year2023-12-31$19,127,625
Interest on participant loans2023-12-31$79,859
Value of interest in common/collective trusts at end of year2023-12-31$126,445,681
Value of interest in common/collective trusts at beginning of year2023-12-31$77,184,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,536,225
Net investment gain/loss from pooled separate accounts2023-12-31$6,162,540
Net investment gain or loss from common/collective trusts2023-12-31$17,347,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$9,246,045
Employer contributions (assets) at end of year2023-12-31$251,514
Employer contributions (assets) at beginning of year2023-12-31$125,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,630,969
Contract administrator fees2023-12-31$292,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$48,189,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$54,791,279
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$10,937,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$10,633,932
Expenses. Certain deemed distributions of participant loans2023-01-01$11,756
Value of total corrective distributions2023-01-01$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$28,310,998
Value of total assets at end of year2023-01-01$196,692,215
Value of total assets at beginning of year2023-01-01$104,648,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$292,244
Total interest from all sources2023-01-01$79,859
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$324,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$324,315
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$17,047,170
Participant contributions at end of year2023-01-01$1,203,347
Participant contributions at beginning of year2023-01-01$771,071
Participant contributions at end of year2023-01-01$516,527
Participant contributions at beginning of year2023-01-01$83,623
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,017,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$2,963
Other income not declared elsewhere2023-01-01$30,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$43,853,340
Value of net assets at end of year (total assets less liabilities)2023-01-01$196,692,215
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$104,648,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$21,232,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,355,779
Value of interest in pooled separate accounts at end of year2023-01-01$47,042,286
Value of interest in pooled separate accounts at beginning of year2023-01-01$19,127,625
Interest on participant loans2023-01-01$79,859
Value of interest in common/collective trusts at end of year2023-01-01$126,445,681
Value of interest in common/collective trusts at beginning of year2023-01-01$77,184,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,536,225
Net investment gain/loss from pooled separate accounts2023-01-01$6,162,540
Net investment gain or loss from common/collective trusts2023-01-01$17,347,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$9,246,045
Employer contributions (assets) at end of year2023-01-01$251,514
Employer contributions (assets) at beginning of year2023-01-01$125,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$10,630,969
Contract administrator fees2023-01-01$292,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDO USA, P.C.
Accountancy firm EIN2023-01-01135381590
2022 : ACLU DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$2,447,124
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,117,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,898,140
Value of total corrective distributions2022-12-31$665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,562,360
Value of total assets at end of year2022-12-31$104,648,968
Value of total assets at beginning of year2022-12-31$112,319,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$218,863
Total interest from all sources2022-12-31$43,186
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$113,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$113,577
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,811,840
Participant contributions at end of year2022-12-31$771,071
Participant contributions at beginning of year2022-12-31$641,122
Participant contributions at end of year2022-12-31$83,623
Participant contributions at beginning of year2022-12-31$275,534
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,902,980
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,989
Other income not declared elsewhere2022-12-31$2,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,670,544
Value of net assets at end of year (total assets less liabilities)2022-12-31$104,648,968
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$112,319,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,355,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,195,034
Value of interest in pooled separate accounts at end of year2022-12-31$19,127,625
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,221,044
Interest on participant loans2022-12-31$43,186
Value of interest in common/collective trusts at end of year2022-12-31$77,184,992
Value of interest in common/collective trusts at beginning of year2022-12-31$81,804,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,792,483
Net investment gain/loss from pooled separate accounts2022-12-31$-3,566,710
Net investment gain or loss from common/collective trusts2022-12-31$-14,915,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,847,540
Employer contributions (assets) at end of year2022-12-31$125,878
Employer contributions (assets) at beginning of year2022-12-31$181,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,896,151
Contract administrator fees2022-12-31$218,863
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$2,447,124
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$10,117,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$9,898,140
Value of total corrective distributions2022-01-01$665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$22,562,360
Value of total assets at end of year2022-01-01$104,648,968
Value of total assets at beginning of year2022-01-01$112,319,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$218,863
Total interest from all sources2022-01-01$43,186
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$113,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$113,577
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$12,811,840
Participant contributions at end of year2022-01-01$771,071
Participant contributions at beginning of year2022-01-01$641,122
Participant contributions at end of year2022-01-01$83,623
Participant contributions at beginning of year2022-01-01$275,534
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,902,980
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$1,989
Other income not declared elsewhere2022-01-01$2,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-7,670,544
Value of net assets at end of year (total assets less liabilities)2022-01-01$104,648,968
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$112,319,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,355,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$8,195,034
Value of interest in pooled separate accounts at end of year2022-01-01$19,127,625
Value of interest in pooled separate accounts at beginning of year2022-01-01$21,221,044
Interest on participant loans2022-01-01$43,186
Value of interest in common/collective trusts at end of year2022-01-01$77,184,992
Value of interest in common/collective trusts at beginning of year2022-01-01$81,804,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,792,483
Net investment gain/loss from pooled separate accounts2022-01-01$-3,566,710
Net investment gain or loss from common/collective trusts2022-01-01$-14,915,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$7,847,540
Employer contributions (assets) at end of year2022-01-01$125,878
Employer contributions (assets) at beginning of year2022-01-01$181,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$9,896,151
Contract administrator fees2022-01-01$218,863
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDO USA, P.C.
Accountancy firm EIN2022-01-01135381590
2021 : ACLU DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$36,622,399
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,395,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,120,316
Value of total corrective distributions2021-12-31$1,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,767,757
Value of total assets at end of year2021-12-31$112,319,512
Value of total assets at beginning of year2021-12-31$82,092,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$273,046
Total interest from all sources2021-12-31$32,458
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$82,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$82,302
Administrative expenses professional fees incurred2021-12-31$4,576
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,005,150
Participant contributions at end of year2021-12-31$641,122
Participant contributions at beginning of year2021-12-31$515,145
Participant contributions at end of year2021-12-31$275,534
Participant contributions at beginning of year2021-12-31$259,071
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,979,273
Other income not declared elsewhere2021-12-31$1,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,227,096
Value of net assets at end of year (total assets less liabilities)2021-12-31$112,319,512
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,092,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,195,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,615,952
Value of interest in pooled separate accounts at end of year2021-12-31$21,221,044
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,793,004
Interest on participant loans2021-12-31$32,458
Value of interest in common/collective trusts at end of year2021-12-31$81,804,978
Value of interest in common/collective trusts at beginning of year2021-12-31$60,752,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$943,943
Net investment gain/loss from pooled separate accounts2021-12-31$3,950,064
Net investment gain or loss from common/collective trusts2021-12-31$10,843,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,783,334
Employer contributions (assets) at end of year2021-12-31$181,800
Employer contributions (assets) at beginning of year2021-12-31$156,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,120,316
Contract administrator fees2021-12-31$268,470
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : ACLU DEFINED CONTRIBUTION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$28,699,628
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,737,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,543,243
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,691,299
Value of total assets at end of year2020-12-31$82,092,416
Value of total assets at beginning of year2020-12-31$58,130,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$194,398
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$30,832
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$53,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$53,047
Administrative expenses professional fees incurred2020-12-31$15,359
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$9,283,214
Participant contributions at end of year2020-12-31$515,145
Participant contributions at beginning of year2020-12-31$428,873
Participant contributions at end of year2020-12-31$259,071
Participant contributions at beginning of year2020-12-31$213,769
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,415,446
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$5,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,043
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,961,987
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,092,416
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,130,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,615,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,911,752
Value of interest in pooled separate accounts at end of year2020-12-31$14,793,004
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,643,991
Interest on participant loans2020-12-31$30,832
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$60,752,969
Value of interest in common/collective trusts at beginning of year2020-12-31$41,799,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$824,755
Net investment gain/loss from pooled separate accounts2020-12-31$2,143,283
Net investment gain or loss from common/collective trusts2020-12-31$7,952,369
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,992,639
Employer contributions (assets) at end of year2020-12-31$156,275
Employer contributions (assets) at beginning of year2020-12-31$132,493
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,537,640
Contract administrator fees2020-12-31$179,039
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : ACLU DEFINED CONTRIBUTION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$23,728,022
Total income from all sources (including contributions)2019-12-31$23,728,022
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,048,232
Total of all expenses incurred2019-12-31$4,048,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,898,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,898,608
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,584,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,584,852
Value of total assets at end of year2019-12-31$58,130,429
Value of total assets at end of year2019-12-31$58,130,429
Value of total assets at beginning of year2019-12-31$38,450,639
Value of total assets at beginning of year2019-12-31$38,450,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,624
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$24,711
Total interest from all sources2019-12-31$24,711
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,664
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$53,664
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$53,664
Administrative expenses professional fees incurred2019-12-31$13,834
Administrative expenses professional fees incurred2019-12-31$13,834
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$7,581,448
Contributions received from participants2019-12-31$7,581,448
Participant contributions at end of year2019-12-31$428,873
Participant contributions at end of year2019-12-31$428,873
Participant contributions at beginning of year2019-12-31$312,345
Participant contributions at beginning of year2019-12-31$312,345
Participant contributions at end of year2019-12-31$213,769
Participant contributions at end of year2019-12-31$213,769
Participant contributions at beginning of year2019-12-31$160,567
Participant contributions at beginning of year2019-12-31$160,567
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,070,239
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,070,239
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,185
Other income not declared elsewhere2019-12-31$1,185
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,679,790
Value of net income/loss2019-12-31$19,679,790
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,130,429
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,130,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,450,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,450,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,911,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,911,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,448,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,448,157
Value of interest in pooled separate accounts at end of year2019-12-31$11,643,991
Value of interest in pooled separate accounts at end of year2019-12-31$11,643,991
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,124,455
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,124,455
Interest on participant loans2019-12-31$24,711
Interest on participant loans2019-12-31$24,711
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$41,799,551
Value of interest in common/collective trusts at end of year2019-12-31$41,799,551
Value of interest in common/collective trusts at beginning of year2019-12-31$27,294,208
Value of interest in common/collective trusts at beginning of year2019-12-31$27,294,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$649,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$649,021
Net investment gain/loss from pooled separate accounts2019-12-31$2,392,522
Net investment gain/loss from pooled separate accounts2019-12-31$2,392,522
Net investment gain or loss from common/collective trusts2019-12-31$7,022,067
Net investment gain or loss from common/collective trusts2019-12-31$7,022,067
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,933,165
Contributions received in cash from employer2019-12-31$4,933,165
Employer contributions (assets) at end of year2019-12-31$132,493
Employer contributions (assets) at end of year2019-12-31$132,493
Employer contributions (assets) at beginning of year2019-12-31$110,907
Employer contributions (assets) at beginning of year2019-12-31$110,907
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,896,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,896,026
Contract administrator fees2019-12-31$135,790
Contract administrator fees2019-12-31$135,790
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : ACLU DEFINED CONTRIBUTION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
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$8,412,692
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,963,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,843,646
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,693,252
Value of total assets at end of year2018-12-31$38,450,639
Value of total assets at beginning of year2018-12-31$32,001,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$119,988
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$14,438
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$37,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$37,077
Administrative expenses professional fees incurred2018-12-31$9,115
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$6,081,196
Participant contributions at end of year2018-12-31$312,345
Participant contributions at beginning of year2018-12-31$170,643
Participant contributions at end of year2018-12-31$160,567
Participant contributions at beginning of year2018-12-31$57,446
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,636,647
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$9,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$976
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,449,058
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,450,639
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,001,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,448,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,436,260
Value of interest in pooled separate accounts at end of year2018-12-31$8,124,455
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,986,046
Interest on participant loans2018-12-31$14,438
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$27,294,208
Value of interest in common/collective trusts at beginning of year2018-12-31$22,302,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-167,475
Net investment gain/loss from pooled separate accounts2018-12-31$-664,212
Net investment gain or loss from common/collective trusts2018-12-31$-2,501,364
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,975,409
Employer contributions (assets) at end of year2018-12-31$110,907
Employer contributions (assets) at beginning of year2018-12-31$48,456
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,833,925
Contract administrator fees2018-12-31$110,873
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : ACLU DEFINED CONTRIBUTION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,360
Total transfer of assets from this plan2017-12-31$3,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,316,037
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,977,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,889,206
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$1,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,873,930
Value of total assets at end of year2017-12-31$32,001,581
Value of total assets at beginning of year2017-12-31$21,665,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,671
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$8,625
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$24,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$24,656
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$4,255,352
Participant contributions at end of year2017-12-31$170,643
Participant contributions at beginning of year2017-12-31$131,328
Participant contributions at end of year2017-12-31$57,446
Participant contributions at beginning of year2017-12-31$48,306
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$736,526
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$270
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$774
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,338,313
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,001,581
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,665,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,436,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,524,231
Value of interest in pooled separate accounts at end of year2017-12-31$6,986,046
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,137,275
Interest on participant loans2017-12-31$8,625
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$22,302,730
Value of interest in common/collective trusts at beginning of year2017-12-31$14,786,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$333,717
Net investment gain/loss from pooled separate accounts2017-12-31$983,936
Net investment gain or loss from common/collective trusts2017-12-31$3,090,399
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,882,052
Employer contributions (assets) at end of year2017-12-31$48,456
Employer contributions (assets) at beginning of year2017-12-31$37,997
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,888,936
Contract administrator fees2017-12-31$86,671
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : ACLU DEFINED CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$5,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,253,877
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,941,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,871,183
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,783,027
Value of total assets at end of year2016-12-31$21,665,858
Value of total assets at beginning of year2016-12-31$16,359,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,529
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$6,093
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$22,069
Administrative expenses professional fees incurred2016-12-31$28,534
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$3,112,522
Participant contributions at end of year2016-12-31$131,328
Participant contributions at beginning of year2016-12-31$107,945
Participant contributions at end of year2016-12-31$48,306
Participant contributions at beginning of year2016-12-31$42,529
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$640,762
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$262
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$8,344
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,312,165
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,665,858
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,359,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,524,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$545,716
Value of interest in pooled separate accounts at end of year2016-12-31$5,137,275
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,628,805
Interest on participant loans2016-12-31$6,093
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$14,786,721
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-1,345
Net investment gain/loss from pooled separate accounts2016-12-31$1,232,249
Net investment gain or loss from common/collective trusts2016-12-31$203,440
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,029,743
Employer contributions (assets) at end of year2016-12-31$37,997
Employer contributions (assets) at beginning of year2016-12-31$34,190
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,870,921
Contract administrator fees2016-12-31$41,995
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : ACLU DEFINED CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,729,846
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,391,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,384,156
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,903,311
Value of total assets at end of year2015-12-31$16,359,185
Value of total assets at beginning of year2015-12-31$13,020,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,011
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$4,911
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,523
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,740,838
Participant contributions at end of year2015-12-31$107,945
Participant contributions at beginning of year2015-12-31$67,729
Participant contributions at end of year2015-12-31$42,529
Participant contributions at beginning of year2015-12-31$21,404
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$395,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$109
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,338,679
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,359,185
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,020,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$545,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$864,230
Value of interest in pooled separate accounts at end of year2015-12-31$15,628,805
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,050,921
Interest on participant loans2015-12-31$4,911
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,008
Net investment gain/loss from pooled separate accounts2015-12-31$-173,000
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,766,583
Employer contributions (assets) at end of year2015-12-31$34,190
Employer contributions (assets) at beginning of year2015-12-31$16,222
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,382,032
Contract administrator fees2015-12-31$7,011
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : ACLU DEFINED CONTRIBUTION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,567,700
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,152,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,147,116
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,848,899
Value of total assets at end of year2014-12-31$13,020,506
Value of total assets at beginning of year2014-12-31$9,605,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,623
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$3,774
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,588
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,292,337
Participant contributions at end of year2014-12-31$67,729
Participant contributions at beginning of year2014-12-31$86,665
Participant contributions at end of year2014-12-31$21,404
Participant contributions at beginning of year2014-12-31$20,156
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$84,285
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$363
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$27
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,414,961
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,020,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,605,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$864,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$684,479
Value of interest in pooled separate accounts at end of year2014-12-31$12,050,921
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,793,728
Interest on participant loans2014-12-31$3,774
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$27,621
Net investment gain/loss from pooled separate accounts2014-12-31$676,791
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,472,277
Employer contributions (assets) at end of year2014-12-31$16,222
Employer contributions (assets) at beginning of year2014-12-31$20,517
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,146,753
Contract administrator fees2014-12-31$5,623
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420174325
2013 : ACLU DEFINED CONTRIBUTION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,677,642
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$499,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$495,785
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,247,015
Value of total assets at end of year2013-12-31$9,605,545
Value of total assets at beginning of year2013-12-31$5,427,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,079
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$2,381
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,747
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,838,641
Participant contributions at end of year2013-12-31$86,665
Participant contributions at beginning of year2013-12-31$16,504
Participant contributions at end of year2013-12-31$20,156
Participant contributions at beginning of year2013-12-31$16,514
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$192,284
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$56
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,177,778
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,605,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,427,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$684,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$474,474
Value of interest in pooled separate accounts at end of year2013-12-31$8,793,728
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,907,723
Interest on participant loans2013-12-31$2,381
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,711
Net investment gain/loss from pooled separate accounts2013-12-31$1,399,732
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,216,090
Employer contributions (assets) at end of year2013-12-31$20,517
Employer contributions (assets) at beginning of year2013-12-31$12,552
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$495,785
Contract administrator fees2013-12-31$4,079
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420174325
2012 : ACLU DEFINED CONTRIBUTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,263,152
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$306,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$305,843
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,755,695
Value of total assets at end of year2012-12-31$5,427,767
Value of total assets at beginning of year2012-12-31$2,470,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$461
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$453
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,088
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,420,430
Participant contributions at end of year2012-12-31$16,504
Participant contributions at beginning of year2012-12-31$7,947
Participant contributions at end of year2012-12-31$16,514
Participant contributions at beginning of year2012-12-31$17,827
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$368,666
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$683
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,956,848
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,427,767
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,470,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$474,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$196,622
Value of interest in pooled separate accounts at end of year2012-12-31$4,907,723
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,235,511
Interest on participant loans2012-12-31$453
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$24,347
Net investment gain/loss from pooled separate accounts2012-12-31$474,886
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$966,599
Employer contributions (assets) at end of year2012-12-31$12,552
Employer contributions (assets) at beginning of year2012-12-31$13,012
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$304,358
Contract administrator fees2012-12-31$461
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420174325
2011 : ACLU DEFINED CONTRIBUTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,695,927
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$108,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$108,440
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,770,037
Value of total assets at end of year2011-12-31$2,470,919
Value of total assets at beginning of year2011-12-31$883,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$246
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$148
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,207
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$917,184
Participant contributions at end of year2011-12-31$7,947
Participant contributions at beginning of year2011-12-31$3,361
Participant contributions at end of year2011-12-31$17,827
Participant contributions at beginning of year2011-12-31$15,343
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$240,151
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$217
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$171
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,587,241
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,470,919
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$883,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$196,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$76,506
Value of interest in pooled separate accounts at end of year2011-12-31$2,235,511
Value of interest in pooled separate accounts at beginning of year2011-12-31$770,283
Interest on participant loans2011-12-31$148
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,085
Net investment gain/loss from pooled separate accounts2011-12-31$-75,551
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$612,702
Employer contributions (assets) at end of year2011-12-31$13,012
Employer contributions (assets) at beginning of year2011-12-31$18,185
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$108,223
Contract administrator fees2011-12-31$246
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420174325

Form 5500 Responses for ACLU DEFINED CONTRIBUTION PLAN

2023: ACLU DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ACLU DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACLU DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ACLU DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ACLU DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ACLU DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACLU DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACLU DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACLU DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACLU DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACLU DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACLU DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
Insurance contract or identification number710482
Number of Individuals Covered2783
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710482
Policy instance 1

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