401k Plan data: AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN plan

AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 401k Plan overview

Plan Name	AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN
Plan identification number	001

AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN NUCLEAR SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN NUCLEAR SOCIETY

Employer identification number (EIN): 362386176

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ROBERT C. FINE ROBERT C. FINE 2018-10-02
001 2016-01-01 ROBERT C. FINE ROBERT C. FINE 2017-10-05
001 2015-01-01 ROBERT C. FINE 2016-10-06 ROBERT C. FINE 2016-10-06
001 2014-01-01 ROBERT C. FINE 2015-10-01 ROBERT C. FINE 2015-10-01
001 2013-01-01 ROBERT C. FINE 2014-09-19 ROBERT C. FINE 2014-09-19
001 2012-01-01 ROBERT C. FINE 2013-09-13 ROBERT C. FINE 2013-09-13
001 2011-01-01 ROBERT C. FINE 2012-09-28 ROBERT C. FINE 2012-09-28
001 2010-01-01 ROGER W. TILBROOK 2011-10-13 ROGER W. TILBROOK 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	ROBERT C. FINE		ROBERT C. FINE	2018-10-02
001	2016-01-01	ROBERT C. FINE		ROBERT C. FINE	2017-10-05
001	2015-01-01	ROBERT C. FINE	2016-10-06	ROBERT C. FINE	2016-10-06
001	2014-01-01	ROBERT C. FINE	2015-10-01	ROBERT C. FINE	2015-10-01
001	2013-01-01	ROBERT C. FINE	2014-09-19	ROBERT C. FINE	2014-09-19
001	2012-01-01	ROBERT C. FINE	2013-09-13	ROBERT C. FINE	2013-09-13
001	2011-01-01	ROBERT C. FINE	2012-09-28	ROBERT C. FINE	2012-09-28
001	2010-01-01	ROGER W. TILBROOK	2011-10-13	ROGER W. TILBROOK	2011-10-13

Plan Statistics for AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN

Measure Date Value
2017: AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 77
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 136
Total of all active and inactive participants 2017-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 214
Number of participants with account balances 2017-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 45
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 100
Total of all active and inactive participants 2016-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 147
Number of participants with account balances 2016-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2017: AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	77
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	136
Total of all active and inactive participants	2017-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	214
Number of participants with account balances	2017-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	45
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	100
Total of all active and inactive participants	2016-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	147
Number of participants with account balances	2016-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN

Measure	Date	Value
2017 : AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$3,144,905
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	$2,968,769
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,315,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,315,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$570,664
Value of total assets at end of year	2017-12-31	$22,369,602
Value of total assets at beginning of year	2017-12-31	$17,571,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$255,745
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$114,858
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$92,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,653,553
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,369,602
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,571,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,315,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,481,662
Value of interest in pooled separate accounts at end of year	2017-12-31	$855,899
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$651,013
Interest earned on other investments	2017-12-31	$255,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,197,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,438,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,113,671
Net investment gain/loss from pooled separate accounts	2017-12-31	$28,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$363,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,315,216
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE MORAN
Accountancy firm EIN	2017-12-31	381357951
2016 : AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$1,623,227
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,659,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,659,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$474,421
Value of total assets at end of year	2016-12-31	$17,571,144
Value of total assets at beginning of year	2016-12-31	$18,607,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$361,642
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$119,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,036,380
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,571,144
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,607,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,481,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,997,249
Value of interest in pooled separate accounts at end of year	2016-12-31	$651,013
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$571,443
Interest earned on other investments	2016-12-31	$361,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,438,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,038,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$756,726
Net investment gain/loss from pooled separate accounts	2016-12-31	$30,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$354,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,659,607
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE MORAN
Accountancy firm EIN	2016-12-31	381357951

Form 5500 Responses for AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN

2017: AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN NUCLEAR SOCIETY DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

327441

Policy instance

Insurance contract or identification number	327441
Number of Individuals Covered	207
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AMERICAN NUCLEAR SOCIETY
Employer identification number (EIN):	362386176
NAIC Classification:	611000