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THE AAFP 401(K) PLAN 401k Plan overview

Plan NameTHE AAFP 401(K) PLAN
Plan identification number 003

THE AAFP 401(K) 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.
  • 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 ACADEMY OF FAMILY PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY OF FAMILY PHYSICIANS
Employer identification number (EIN):440536051
NAIC Classification:611000

Additional information about AMERICAN ACADEMY OF FAMILY PHYSICIANS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-09-30
Company Identification Number: 0801860690
Legal Registered Office Address: 11400 TOMAHAWK CREEK PKWY STE 100

LEAWOOD
United States of America (USA)
66211

More information about AMERICAN ACADEMY OF FAMILY PHYSICIANS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AAFP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DEBBIE MARANTO DEBBIE MARANTO2018-09-27
0032016-01-01DEBBIE MARANTO DEBBIE MARANTO2017-09-22
0032015-01-01DEBBIE MARANTO DEBBIE MARANTO2016-10-12
0032014-01-01DEBBIE MARANTO DEBBIE MARANTO2015-10-13
0032013-01-01DEBBIE MARANTO DEBBIE MARANTO2014-08-06
0032012-01-01DEBBIE MARANTO DEBBIE MARANTO2013-09-27
0032011-01-01DEBBIE MARANTO DEBBIE MARANTO2012-10-11
0032010-01-01STACY KRIEG STACY KRIEG2011-10-07
0032009-01-01STACY KRIEG STACY KRIEG2010-10-14

Plan Statistics for THE AAFP 401(K) PLAN

401k plan membership statisitcs for THE AAFP 401(K) PLAN

Measure Date Value
2022: THE AAFP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01508
Total number of active participants reported on line 7a of the Form 55002022-01-01360
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01167
Total of all active and inactive participants2022-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01529
Number of participants with account balances2022-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: THE AAFP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01505
Total number of active participants reported on line 7a of the Form 55002021-01-01348
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01149
Total of all active and inactive participants2021-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01499
Number of participants with account balances2021-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: THE AAFP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01526
Total number of active participants reported on line 7a of the Form 55002020-01-01358
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01138
Total of all active and inactive participants2020-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01499
Number of participants with account balances2020-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE AAFP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01520
Total number of active participants reported on line 7a of the Form 55002019-01-01380
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01518
Number of participants with account balances2019-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: THE AAFP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01513
Total number of active participants reported on line 7a of the Form 55002018-01-01395
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01520
Number of participants with account balances2018-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE AAFP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01485
Total number of active participants reported on line 7a of the Form 55002017-01-01393
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01510
Number of participants with account balances2017-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: THE AAFP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01520
Total number of active participants reported on line 7a of the Form 55002016-01-01376
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01483
Number of participants with account balances2016-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: THE AAFP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01537
Total number of active participants reported on line 7a of the Form 55002015-01-01394
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01124
Total of all active and inactive participants2015-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01520
Number of participants with account balances2015-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: THE AAFP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01473
Total number of active participants reported on line 7a of the Form 55002014-01-01419
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01108
Total of all active and inactive participants2014-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01529
Number of participants with account balances2014-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: THE AAFP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01466
Total number of active participants reported on line 7a of the Form 55002013-01-01376
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0195
Total of all active and inactive participants2013-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01472
Number of participants with account balances2013-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: THE AAFP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01443
Total number of active participants reported on line 7a of the Form 55002012-01-01380
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01466
Number of participants with account balances2012-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE AAFP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01450
Total number of active participants reported on line 7a of the Form 55002011-01-01362
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01439
Number of participants with account balances2011-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: THE AAFP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01453
Total number of active participants reported on line 7a of the Form 55002010-01-01394
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0153
Total of all active and inactive participants2010-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01448
Number of participants with account balances2010-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: THE AAFP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01524
Total number of active participants reported on line 7a of the Form 55002009-01-01404
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01453
Number of participants with account balances2009-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on THE AAFP 401(K) PLAN

Measure Date Value
2022 : THE AAFP 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-8,569,010
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,704,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,470,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,578,936
Value of total assets at end of year2022-12-31$79,906,116
Value of total assets at beginning of year2022-12-31$95,179,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$234,087
Total interest from all sources2022-12-31$219,679
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$669,101
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$669,101
Administrative expenses professional fees incurred2022-12-31$0
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$2,881,767
Participant contributions at end of year2022-12-31$258,142
Participant contributions at beginning of year2022-12-31$295,575
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$221,095
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$234,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,273,538
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,906,116
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$95,179,654
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
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$51,363,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$62,774,455
Value of interest in pooled separate accounts at end of year2022-12-31$14,688,454
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,208,284
Interest on participant loans2022-12-31$13,932
Interest earned on other investments2022-12-31$205,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,993,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,317,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,775,834
Net investment gain/loss from pooled separate accounts2022-12-31$-2,260,892
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$3,476,074
Employer contributions (assets) at end of year2022-12-31$1,603,063
Employer contributions (assets) at beginning of year2022-12-31$1,583,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,470,441
Contract administrator fees2022-12-31$0
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE AAFP 401(K) 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$20,397,739
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,717,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,525,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,427,481
Value of total assets at end of year2021-12-31$95,179,654
Value of total assets at beginning of year2021-12-31$88,499,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$192,108
Total interest from all sources2021-12-31$222,777
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$670,863
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$670,863
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$3,029,583
Participant contributions at end of year2021-12-31$295,575
Participant contributions at beginning of year2021-12-31$340,962
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$387,355
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$192,108
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$290
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$6,680,343
Value of net assets at end of year (total assets less liabilities)2021-12-31$95,179,654
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$88,499,311
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$62,774,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,309,043
Value of interest in pooled separate accounts at end of year2021-12-31$18,208,284
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,672,672
Interest on participant loans2021-12-31$18,550
Interest earned on other investments2021-12-31$204,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,317,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,176,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,960,956
Net investment gain/loss from pooled separate accounts2021-12-31$2,115,662
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$5,010,543
Employer contributions (assets) at end of year2021-12-31$1,583,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,525,288
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE AAFP 401(K) 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$21,511,523
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,673,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,551,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,537,747
Value of total assets at end of year2020-12-31$88,499,311
Value of total assets at beginning of year2020-12-31$77,661,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$122,128
Total interest from all sources2020-12-31$214,548
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$490,739
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$490,739
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,913,489
Participant contributions at end of year2020-12-31$340,962
Participant contributions at beginning of year2020-12-31$530,732
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,854,782
Other income not declared elsewhere2020-12-31$-20,887
Administrative expenses (other) incurred2020-12-31$122,128
Total non interest bearing cash at end of year2020-12-31$290
Total non interest bearing cash 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$10,837,611
Value of net assets at end of year (total assets less liabilities)2020-12-31$88,499,311
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$77,661,700
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,309,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,384,239
Value of interest in pooled separate accounts at end of year2020-12-31$16,672,672
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,982,070
Interest on participant loans2020-12-31$25,770
Interest earned on other investments2020-12-31$188,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,176,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,118,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,939,650
Net investment gain/loss from pooled separate accounts2020-12-31$349,726
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$1,769,476
Employer contributions (assets) at beginning of year2020-12-31$1,646,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,551,784
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE AAFP 401(K) 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$20,801,390
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,071,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,897,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,256,437
Value of total assets at end of year2019-12-31$77,661,700
Value of total assets at beginning of year2019-12-31$63,931,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,739
Total interest from all sources2019-12-31$202,076
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$638,168
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$638,168
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,877,924
Participant contributions at end of year2019-12-31$530,732
Participant contributions at beginning of year2019-12-31$520,248
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$893,439
Administrative expenses (other) incurred2019-12-31$173,739
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$13,729,971
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,661,700
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,931,729
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,384,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,417,156
Value of interest in pooled separate accounts at end of year2019-12-31$17,982,070
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,418,124
Interest on participant loans2019-12-31$29,209
Interest earned on other investments2019-12-31$172,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,118,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,948,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,879,402
Net investment gain/loss from pooled separate accounts2019-12-31$2,825,307
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$3,485,074
Employer contributions (assets) at end of year2019-12-31$1,646,400
Employer contributions (assets) at beginning of year2019-12-31$1,627,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,897,680
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE AAFP 401(K) 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$2,753,012
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,024,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,845,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,441,398
Value of total assets at end of year2018-12-31$63,931,729
Value of total assets at beginning of year2018-12-31$67,203,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$178,876
Total interest from all sources2018-12-31$184,586
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$621,672
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$621,672
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,720,768
Participant contributions at end of year2018-12-31$520,248
Participant contributions at beginning of year2018-12-31$499,984
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$103,754
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$371,990
Administrative expenses (other) incurred2018-12-31$178,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,271,338
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,931,729
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,203,067
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,417,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,273,463
Value of interest in pooled separate accounts at end of year2018-12-31$15,418,124
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,608,487
Interest on participant loans2018-12-31$26,258
Interest earned on other investments2018-12-31$158,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,948,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,984,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,516,211
Net investment gain/loss from pooled separate accounts2018-12-31$-978,433
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$3,348,640
Employer contributions (assets) at end of year2018-12-31$1,627,913
Employer contributions (assets) at beginning of year2018-12-31$1,733,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,845,474
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : THE AAFP 401(K) 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$15,309,980
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,166,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,969,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,337,766
Value of total assets at end of year2017-12-31$67,203,067
Value of total assets at beginning of year2017-12-31$57,059,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$196,547
Total interest from all sources2017-12-31$176,769
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$472,516
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$472,516
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$2,608,020
Participant contributions at end of year2017-12-31$499,984
Participant contributions at beginning of year2017-12-31$567,309
Participant contributions at end of year2017-12-31$103,754
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$403,214
Administrative expenses (other) incurred2017-12-31$196,547
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$10,143,680
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,203,067
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,059,387
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$39,273,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,872,771
Value of interest in pooled separate accounts at end of year2017-12-31$16,608,487
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,188,352
Interest on participant loans2017-12-31$23,122
Interest earned on other investments2017-12-31$153,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,984,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,754,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,035,571
Net investment gain/loss from pooled separate accounts2017-12-31$1,287,358
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$3,326,532
Employer contributions (assets) at end of year2017-12-31$1,733,161
Employer contributions (assets) at beginning of year2017-12-31$1,676,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,969,753
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : THE AAFP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$10,016,397
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,927,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,854,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,073,778
Value of total assets at end of year2016-12-31$57,059,387
Value of total assets at beginning of year2016-12-31$50,969,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,737
Total interest from all sources2016-12-31$162,951
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$571,046
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$571,046
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Contributions received from participants2016-12-31$2,518,418
Participant contributions at end of year2016-12-31$567,309
Participant contributions at beginning of year2016-12-31$602,413
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$284,522
Administrative expenses (other) incurred2016-12-31$72,737
Total non interest bearing cash 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$6,089,393
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,059,387
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,969,994
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,872,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,368,431
Value of interest in pooled separate accounts at end of year2016-12-31$15,188,352
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,517,812
Interest on participant loans2016-12-31$25,387
Interest earned on other investments2016-12-31$137,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,754,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,928,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,630,056
Net investment gain/loss from pooled separate accounts2016-12-31$578,566
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,270,838
Employer contributions (assets) at end of year2016-12-31$1,676,641
Employer contributions (assets) at beginning of year2016-12-31$1,552,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,854,267
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
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : THE AAFP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$5,812,635
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,357,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,301,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,981,631
Value of total assets at end of year2015-12-31$50,969,994
Value of total assets at beginning of year2015-12-31$50,515,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,820
Total interest from all sources2015-12-31$160,589
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$602,369
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$602,369
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Contributions received from participants2015-12-31$2,420,895
Participant contributions at end of year2015-12-31$602,413
Participant contributions at beginning of year2015-12-31$557,951
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$89,329
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$457,634
Other income not declared elsewhere2015-12-31$49,895
Administrative expenses (other) incurred2015-12-31$56,820
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$454,669
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,969,994
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,515,325
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$39,368,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,991,336
Value of interest in pooled separate accounts at end of year2015-12-31$1,517,812
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,484,445
Interest on participant loans2015-12-31$23,593
Interest earned on other investments2015-12-31$136,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,928,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,756,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-968,480
Net investment gain/loss from pooled separate accounts2015-12-31$-13,369
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,103,102
Employer contributions (assets) at end of year2015-12-31$1,552,764
Employer contributions (assets) at beginning of year2015-12-31$1,635,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,301,146
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
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : THE AAFP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$8,823,194
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,061,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,046,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,348,122
Value of total assets at end of year2014-12-31$50,515,325
Value of total assets at beginning of year2014-12-31$45,753,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,274
Total interest from all sources2014-12-31$161,049
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$416,041
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$416,041
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Contributions received from participants2014-12-31$2,402,890
Participant contributions at end of year2014-12-31$557,951
Participant contributions at beginning of year2014-12-31$601,986
Participant contributions at end of year2014-12-31$89,329
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$851,077
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$15,274
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$4,761,491
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,515,325
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,753,834
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$38,991,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,720,784
Value of interest in pooled separate accounts at end of year2014-12-31$1,484,445
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,597,319
Interest on participant loans2014-12-31$23,295
Interest earned on other investments2014-12-31$137,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,756,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,292,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,839,695
Net investment gain/loss from pooled separate accounts2014-12-31$58,287
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,094,155
Employer contributions (assets) at end of year2014-12-31$1,635,904
Employer contributions (assets) at beginning of year2014-12-31$1,540,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,046,429
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
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : THE AAFP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$12,131,337
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,728,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,674,478
Expenses. Certain deemed distributions of participant loans2013-12-31$20,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,371,515
Value of total assets at end of year2013-12-31$45,753,834
Value of total assets at beginning of year2013-12-31$37,350,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,096
Total interest from all sources2013-12-31$162,950
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$357,730
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$357,730
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Contributions received from participants2013-12-31$1,999,249
Participant contributions at end of year2013-12-31$601,986
Participant contributions at beginning of year2013-12-31$606,929
Participant contributions at beginning of year2013-12-31$59,355
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$495,920
Administrative expenses (other) incurred2013-12-31$33,096
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$8,403,184
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,753,834
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,350,650
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
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,720,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,799,742
Value of interest in pooled separate accounts at end of year2013-12-31$1,597,319
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,302,924
Interest on participant loans2013-12-31$24,953
Interest earned on other investments2013-12-31$137,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,292,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,092,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,043,808
Net investment gain/loss from pooled separate accounts2013-12-31$195,334
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,876,346
Employer contributions (assets) at end of year2013-12-31$1,540,837
Employer contributions (assets) at beginning of year2013-12-31$1,489,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,674,478
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
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : THE AAFP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$8,411,522
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,743,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,716,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,653,384
Value of total assets at end of year2012-12-31$37,350,650
Value of total assets at beginning of year2012-12-31$30,682,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,680
Total interest from all sources2012-12-31$156,532
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$401,469
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$401,469
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Contributions received from participants2012-12-31$1,767,099
Participant contributions at end of year2012-12-31$606,929
Participant contributions at beginning of year2012-12-31$358,276
Participant contributions at end of year2012-12-31$59,355
Participant contributions at beginning of year2012-12-31$53,349
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$246,364
Other income not declared elsewhere2012-12-31$30,960
Administrative expenses (other) incurred2012-12-31$26,680
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$6,668,252
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,350,650
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,682,398
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
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,799,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,633,214
Value of interest in pooled separate accounts at end of year2012-12-31$1,302,924
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,488,651
Interest on participant loans2012-12-31$21,004
Interest earned on other investments2012-12-31$135,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,092,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,679,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,013,417
Net investment gain/loss from pooled separate accounts2012-12-31$155,760
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,639,921
Employer contributions (assets) at end of year2012-12-31$1,489,000
Employer contributions (assets) at beginning of year2012-12-31$1,469,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,716,590
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
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31441060260
2011 : THE AAFP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$4,805,651
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,621,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,601,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,008,713
Value of total assets at end of year2011-12-31$30,682,398
Value of total assets at beginning of year2011-12-31$27,497,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,629
Total interest from all sources2011-12-31$163,129
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$303,400
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$303,400
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Contributions received from participants2011-12-31$1,823,511
Participant contributions at end of year2011-12-31$358,276
Participant contributions at beginning of year2011-12-31$401,658
Participant contributions at end of year2011-12-31$53,349
Participant contributions at beginning of year2011-12-31$59,344
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$516,712
Other income not declared elsewhere2011-12-31$25,610
Administrative expenses (other) incurred2011-12-31$19,629
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$3,184,556
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,682,398
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,497,842
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
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,633,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,199,819
Value of interest in pooled separate accounts at end of year2011-12-31$1,488,651
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,023,751
Interest on participant loans2011-12-31$19,566
Interest earned on other investments2011-12-31$143,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,679,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,356,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-676,812
Net investment gain/loss from pooled separate accounts2011-12-31$-18,389
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,668,490
Employer contributions (assets) at end of year2011-12-31$1,469,901
Employer contributions (assets) at beginning of year2011-12-31$1,457,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,601,466
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
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31441060260
2010 : THE AAFP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,172,356
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,118,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,089,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,317,900
Value of total assets at end of year2010-12-31$27,497,842
Value of total assets at beginning of year2010-12-31$22,443,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,223
Total interest from all sources2010-12-31$130,098
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$249,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$249,319
Administrative expenses professional fees incurred2010-12-31$27,501
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,269,982
Participant contributions at end of year2010-12-31$401,658
Participant contributions at beginning of year2010-12-31$308,864
Participant contributions at end of year2010-12-31$59,344
Participant contributions at beginning of year2010-12-31$2,004
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$584,261
Other income not declared elsewhere2010-12-31$21,398
Administrative expenses (other) incurred2010-12-31$1,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,053,859
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,497,842
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,443,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,199,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,738,995
Value of interest in pooled separate accounts at end of year2010-12-31$1,023,751
Value of interest in pooled separate accounts at beginning of year2010-12-31$592,141
Interest on participant loans2010-12-31$18,971
Interest earned on other investments2010-12-31$111,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,356,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,411,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,349,368
Net investment gain/loss from pooled separate accounts2010-12-31$104,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,463,657
Employer contributions (assets) at end of year2010-12-31$1,457,209
Employer contributions (assets) at beginning of year2010-12-31$1,390,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,089,274
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : THE AAFP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE AAFP 401(K) PLAN

2022: THE AAFP 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AAFP 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AAFP 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE AAFP 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE AAFP 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE AAFP 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE AAFP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: THE AAFP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: THE AAFP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: THE AAFP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 planNo
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: THE AAFP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 planNo
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: THE AAFP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE AAFP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE AAFP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered529
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered499
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered499
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered518
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered510
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered520
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered529
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered472
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered438
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered439
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040091
Policy instance 1
Insurance contract or identification number040091
Number of Individuals Covered448
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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