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THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN
Plan identification number 001

THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name:THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS
Employer identification number (EIN):364847532
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SCOTT SPIEGEL

Plan Statistics for THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN

Measure Date Value
2022: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,111
Total number of active participants reported on line 7a of the Form 55002022-01-01767
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01377
Total of all active and inactive participants2022-01-011,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-011,152
Number of participants with account balances2022-01-011,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,119
Total number of active participants reported on line 7a of the Form 55002021-01-01717
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01384
Total of all active and inactive participants2021-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-011,111
Number of participants with account balances2021-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,114
Total number of active participants reported on line 7a of the Form 55002020-01-01742
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01367
Total of all active and inactive participants2020-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,119
Number of participants with account balances2020-01-011,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,111
Total number of active participants reported on line 7a of the Form 55002019-01-01726
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01379
Total of all active and inactive participants2019-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,114
Number of participants with account balances2019-01-011,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0166
2018: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,136
Total number of active participants reported on line 7a of the Form 55002018-01-01768
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01337
Total of all active and inactive participants2018-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,111
Number of participants with account balances2018-01-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,140
Total number of active participants reported on line 7a of the Form 55002017-01-01836
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01295
Total of all active and inactive participants2017-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,136
Number of participants with account balances2017-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139

Financial Data on THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN

Measure Date Value
2022 : THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-23,405,146
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,375,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,275,247
Value of total corrective distributions2022-12-31$246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,058,643
Value of total assets at end of year2022-12-31$209,125,888
Value of total assets at beginning of year2022-12-31$245,906,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,141
Total interest from all sources2022-12-31$66,371
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,891,446
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$5,891,446
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$8,102,279
Participant contributions at end of year2022-12-31$1,451,128
Participant contributions at beginning of year2022-12-31$1,682,423
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,065,195
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,350,840
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$737,636
Other income not declared elsewhere2022-12-31$-989,304
Administrative expenses (other) incurred2022-12-31$100,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,780,780
Value of net assets at end of year (total assets less liabilities)2022-12-31$209,125,888
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$245,906,668
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$133,052,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$163,005,323
Interest on participant loans2022-12-31$66,371
Value of interest in common/collective trusts at end of year2022-12-31$68,839,989
Value of interest in common/collective trusts at beginning of year2022-12-31$74,551,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,804,167
Net investment gain or loss from common/collective trusts2022-12-31$-8,628,135
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,218,728
Employer contributions (assets) at end of year2022-12-31$717,034
Employer contributions (assets) at beginning of year2022-12-31$1,316,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,275,247
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 name2022-12-31COHNREZNICK
Accountancy firm EIN2022-12-31221478099
2021 : THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT 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$49,271,048
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,954,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,854,397
Value of total corrective distributions2021-12-31$2,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,188,398
Value of total assets at end of year2021-12-31$245,906,668
Value of total assets at beginning of year2021-12-31$219,589,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,236
Total interest from all sources2021-12-31$80,048
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,532,962
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$9,532,962
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$7,847,579
Participant contributions at end of year2021-12-31$1,682,423
Participant contributions at beginning of year2021-12-31$1,828,236
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,350,840
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,046,457
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,508,428
Other income not declared elsewhere2021-12-31$1,107,404
Administrative expenses (other) incurred2021-12-31$97,236
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$26,316,958
Value of net assets at end of year (total assets less liabilities)2021-12-31$245,906,668
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$219,589,710
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$163,005,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$142,663,243
Interest on participant loans2021-12-31$80,048
Value of interest in common/collective trusts at end of year2021-12-31$74,551,786
Value of interest in common/collective trusts at beginning of year2021-12-31$66,747,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,905,660
Net investment gain or loss from common/collective trusts2021-12-31$8,456,576
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,832,391
Employer contributions (assets) at end of year2021-12-31$1,316,296
Employer contributions (assets) at beginning of year2021-12-31$1,304,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,854,397
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 name2021-12-31COHNREZNICK
Accountancy firm EIN2021-12-31221478099
2020 : THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$38,905,655
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,102,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,004,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,695,574
Value of total assets at end of year2020-12-31$219,589,710
Value of total assets at beginning of year2020-12-31$193,786,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,668
Total interest from all sources2020-12-31$98,745
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,975,944
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$5,975,944
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Contributions received from participants2020-12-31$7,653,799
Participant contributions at end of year2020-12-31$1,828,236
Participant contributions at beginning of year2020-12-31$1,997,490
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,046,457
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,005,949
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,226,408
Other income not declared elsewhere2020-12-31$1,218,885
Administrative expenses (other) incurred2020-12-31$97,657
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$25,803,182
Value of net assets at end of year (total assets less liabilities)2020-12-31$219,589,710
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$193,786,528
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$142,663,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$128,741,605
Interest on participant loans2020-12-31$98,745
Value of interest in common/collective trusts at end of year2020-12-31$66,747,591
Value of interest in common/collective trusts at beginning of year2020-12-31$57,247,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,246,846
Net investment gain or loss from common/collective trusts2020-12-31$5,669,661
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,815,367
Employer contributions (assets) at end of year2020-12-31$1,304,183
Employer contributions (assets) at beginning of year2020-12-31$794,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,004,805
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK
Accountancy firm EIN2020-12-31221478099
2019 : THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$49,530,914
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,698,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,579,274
Value of total corrective distributions2019-12-31$4,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,528,035
Value of total assets at end of year2019-12-31$193,786,528
Value of total assets at beginning of year2019-12-31$160,954,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$114,843
Total interest from all sources2019-12-31$105,048
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,434,118
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$4,434,118
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$7,912,028
Participant contributions at end of year2019-12-31$1,997,490
Participant contributions at beginning of year2019-12-31$2,078,164
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$241
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,005,949
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,389,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,047,236
Other income not declared elsewhere2019-12-31$1,177,114
Administrative expenses (other) incurred2019-12-31$104,032
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$32,832,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$193,786,528
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$160,954,379
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$128,741,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$111,740,357
Interest on participant loans2019-12-31$105,048
Value of interest in common/collective trusts at end of year2019-12-31$57,247,179
Value of interest in common/collective trusts at beginning of year2019-12-31$40,626,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,511,613
Net investment gain or loss from common/collective trusts2019-12-31$7,774,986
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,568,771
Employer contributions (assets) at end of year2019-12-31$794,305
Employer contributions (assets) at beginning of year2019-12-31$119,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,579,274
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31COHNREZNICK
Accountancy firm EIN2019-12-31221478099
2018 : THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,983,115
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,037,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,929,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,951,200
Value of total assets at end of year2018-12-31$160,954,379
Value of total assets at beginning of year2018-12-31$168,008,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$107,365
Total interest from all sources2018-12-31$94,212
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,140,297
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$5,140,297
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Contributions received from participants2018-12-31$7,688,577
Participant contributions at end of year2018-12-31$2,078,164
Participant contributions at beginning of year2018-12-31$1,984,517
Participant contributions at end of year2018-12-31$241
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,389,929
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,259,348
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$323,438
Other income not declared elsewhere2018-12-31$-550,184
Administrative expenses (other) incurred2018-12-31$104,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,053,897
Value of net assets at end of year (total assets less liabilities)2018-12-31$160,954,379
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$168,008,276
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$111,740,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$120,979,542
Interest on participant loans2018-12-31$94,212
Value of interest in common/collective trusts at end of year2018-12-31$40,626,258
Value of interest in common/collective trusts at beginning of year2018-12-31$39,502,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,993,697
Net investment gain or loss from common/collective trusts2018-12-31$-1,658,713
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,939,185
Employer contributions (assets) at end of year2018-12-31$119,430
Employer contributions (assets) at beginning of year2018-12-31$1,282,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,929,647
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31COHNREZNICK
Accountancy firm EIN2018-12-31221478099
2017 : THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$37,792,087
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,572,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,467,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,362,880
Value of total assets at end of year2017-12-31$168,008,276
Value of total assets at beginning of year2017-12-31$141,788,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,382
Total interest from all sources2017-12-31$70,401
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,205,503
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$4,205,503
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Contributions received from participants2017-12-31$7,400,967
Participant contributions at end of year2017-12-31$1,984,517
Participant contributions at beginning of year2017-12-31$1,496,097
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,259,348
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,519,542
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$763,228
Other income not declared elsewhere2017-12-31$558,992
Administrative expenses (other) incurred2017-12-31$105,382
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$26,219,628
Value of net assets at end of year (total assets less liabilities)2017-12-31$168,008,276
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$141,788,648
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$120,979,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$103,035,169
Interest on participant loans2017-12-31$70,401
Value of interest in common/collective trusts at end of year2017-12-31$39,502,001
Value of interest in common/collective trusts at beginning of year2017-12-31$33,349,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,368,229
Net investment gain or loss from common/collective trusts2017-12-31$4,226,082
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,198,685
Employer contributions (assets) at end of year2017-12-31$1,282,868
Employer contributions (assets) at beginning of year2017-12-31$388,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,467,077
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31COHNREZNICK
Accountancy firm EIN2017-12-31221478099

Form 5500 Responses for THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN

2022: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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