401k Plan data: AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST plan

AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: AMERICAN FEDERATION OF TEACHER

Employer identification number (EIN): 237303763

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KATHRYN ORLANDO 2023-07-25
001 2021-01-01 KATHRYN ORLANDO 2022-07-11
001 2020-01-01 KATHRYN ORLANDO 2021-06-11
001 2019-01-01 KATHRYN ORLANDO 2020-07-22 JOHN MCLAREN 2020-07-22
001 2018-01-01 KATHRYN ORLANDO 2019-07-29 JOHN MCLAREN 2019-07-29
001 2017-01-01 KATHRYN ORLANDO 2018-07-12 JOHN MCLAREN 2018-07-12
001 2016-01-01 KATHRYN ORLANDO 2017-07-20 JOHN MCLAREN 2017-07-20
001 2015-01-01 JOHN MCLAREN 2016-07-29
001 2014-01-01 JOHN D MCLAREN 2015-07-29 KATHRYN L ORLANDO 2015-07-29
001 2013-01-01 JOHN MCLAREN 2014-07-16
001 2012-01-01 AMERICAN FEDERATION OF TEACHER AMERICAN FEDERATION OF TEACHER 2013-06-26
001 2011-01-01 KATHRYN ORLANDO 2012-07-17 JOHN MCLAREN 2012-07-17
001 2010-01-01 KATHRYN L ORLANDO 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KATHRYN ORLANDO	2023-07-25
001	2021-01-01	KATHRYN ORLANDO	2022-07-11
001	2020-01-01	KATHRYN ORLANDO	2021-06-11
001	2019-01-01	KATHRYN ORLANDO	2020-07-22	JOHN MCLAREN	2020-07-22
001	2018-01-01	KATHRYN ORLANDO	2019-07-29	JOHN MCLAREN	2019-07-29
001	2017-01-01	KATHRYN ORLANDO	2018-07-12	JOHN MCLAREN	2018-07-12
001	2016-01-01	KATHRYN ORLANDO	2017-07-20	JOHN MCLAREN	2017-07-20
001	2015-01-01	JOHN MCLAREN	2016-07-29
001	2014-01-01	JOHN D MCLAREN	2015-07-29	KATHRYN L ORLANDO	2015-07-29
001	2013-01-01	JOHN MCLAREN	2014-07-16
001	2012-01-01	AMERICAN FEDERATION OF TEACHER		AMERICAN FEDERATION OF TEACHER	2013-06-26
001	2011-01-01	KATHRYN ORLANDO	2012-07-17	JOHN MCLAREN	2012-07-17
001	2010-01-01	KATHRYN L ORLANDO	2011-06-14

Plan Statistics for AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2012: AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2012: AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2012 : AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$106,304
Expenses. Total of all expenses incurred	2012-12-31	$3
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$570,560
Total plan assets at beginning of year	2012-12-31	$464,259
Value of fidelity bond covering the plan	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$313,419
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$548
Other income received	2012-12-31	$-457,328
Net income (gross income less expenses)	2012-12-31	$106,301
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$570,560
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$464,259
Total contributions received or receivable from employer(s)	2012-12-31	$249,665
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3

Form 5500 Responses for AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST

2012: AMERICAN FEDERATION OF TEACHER 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN FEDERATION OF TEACHER
Employer identification number (EIN):	237303763
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations