401k Plan data: AFM & EPF 401(K) PLAN plan

AFM & EPF 401(K) PLAN 401k Plan overview

Plan Name	AFM & EPF 401(K) PLAN
Plan identification number	002

AFM & EPF 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE

Employer identification number (EIN): 516120204

NAIC Classification: 711510
NAIC Description: Independent Artists, Writers, and Performers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFM & EPF 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 MICHAEL KELLERMAN 2019-05-08
002 2017-01-01 MICHAEL KELLERMAN 2018-07-06
002 2016-01-01 HERBERT TANNEBERGER 2017-07-13
002 2015-01-01 HERBERT TANNEBERGER 2016-06-09
002 2014-01-01 HERBERT J. TANNEBERGER
002 2013-01-01 HERBERT J. TANNEBERGER HERBERT J. TANNEBERGER 2014-07-09
002 2012-01-01 HERBERT J. TANNEBERGER HERBERT J. TANNEBERGER 2013-07-15
002 2011-01-01 HERBERT J. TANNEBERGER HERBERT J. TANNEBERGER 2012-05-22
002 2009-01-01 HERBERT TANNEBERGER HERBERT TANNEBERGER 2010-07-22
002 2009-01-01 HERBERT TANNEBERGER HERBERT TANNEBERGER 2010-07-22
002 2009-01-01 HERBERT TANNEBERGER HERBERT TANNEBERGER 2010-07-22
002 2009-01-01 HERBERT J. TANNEBERGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	MICHAEL KELLERMAN	2019-05-08
002	2017-01-01	MICHAEL KELLERMAN	2018-07-06
002	2016-01-01	HERBERT TANNEBERGER	2017-07-13
002	2015-01-01	HERBERT TANNEBERGER	2016-06-09
002	2014-01-01	HERBERT J. TANNEBERGER
002	2013-01-01	HERBERT J. TANNEBERGER		HERBERT J. TANNEBERGER	2014-07-09
002	2012-01-01	HERBERT J. TANNEBERGER		HERBERT J. TANNEBERGER	2013-07-15
002	2011-01-01	HERBERT J. TANNEBERGER		HERBERT J. TANNEBERGER	2012-05-22
002	2009-01-01	HERBERT TANNEBERGER		HERBERT TANNEBERGER	2010-07-22
002	2009-01-01	HERBERT TANNEBERGER		HERBERT TANNEBERGER	2010-07-22
002	2009-01-01	HERBERT TANNEBERGER		HERBERT TANNEBERGER	2010-07-22
002	2009-01-01	HERBERT J. TANNEBERGER

Plan Statistics for AFM & EPF 401(K) PLAN

401k plan membership statisitcs for AFM & EPF 401(K) PLAN

Measure Date Value
2014: AFM & EPF 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 52
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 73
Number of participants with account balances 2014-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: AFM & EPF 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 54
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 75
Number of participants with account balances 2013-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: AFM & EPF 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 56
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 74
Number of participants with account balances 2012-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: AFM & EPF 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 69
Number of participants with account balances 2011-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: AFM & EPF 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2014: AFM & EPF 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	52
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	73
Number of participants with account balances	2014-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: AFM & EPF 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	54
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	75
Number of participants with account balances	2013-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: AFM & EPF 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	56
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	74
Number of participants with account balances	2012-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: AFM & EPF 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	69
Number of participants with account balances	2011-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: AFM & EPF 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on AFM & EPF 401(K) PLAN

Measure	Date	Value
2014 : AFM & EPF 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$602,144
Expenses. Total of all expenses incurred	2014-12-31	$164,075
Benefits paid (including direct rollovers)	2014-12-31	$149,819
Total plan assets at end of year	2014-12-31	$4,964,857
Total plan assets at beginning of year	2014-12-31	$4,526,788
Value of fidelity bond covering the plan	2014-12-31	$7,500,000
Total contributions received or receivable from participants	2014-12-31	$309,055
Other income received	2014-12-31	$206,780
Net income (gross income less expenses)	2014-12-31	$438,069
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,964,857
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,526,788
Assets. Value of participant loans	2014-12-31	$101,653
Total contributions received or receivable from employer(s)	2014-12-31	$86,309
Value of corrective distributions	2014-12-31	$12,161
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,095
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : AFM & EPF 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$973,410
Expenses. Total of all expenses incurred	2013-12-31	$516,105
Benefits paid (including direct rollovers)	2013-12-31	$506,797
Total plan assets at end of year	2013-12-31	$4,526,788
Total plan assets at beginning of year	2013-12-31	$4,069,483
Value of fidelity bond covering the plan	2013-12-31	$7,500,000
Total contributions received or receivable from participants	2013-12-31	$299,235
Other income received	2013-12-31	$588,123
Net income (gross income less expenses)	2013-12-31	$457,305
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,526,788
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,069,483
Assets. Value of participant loans	2013-12-31	$111,360
Total contributions received or receivable from employer(s)	2013-12-31	$86,052
Value of corrective distributions	2013-12-31	$7,210
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,098
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : AFM & EPF 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$754,636
Expenses. Total of all expenses incurred	2012-12-31	$511,521
Benefits paid (including direct rollovers)	2012-12-31	$507,997
Total plan assets at end of year	2012-12-31	$4,069,483
Total plan assets at beginning of year	2012-12-31	$3,826,368
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$303,170
Contributions received from other sources (not participants or employers)	2012-12-31	$20,030
Other income received	2012-12-31	$344,562
Net income (gross income less expenses)	2012-12-31	$243,115
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,069,483
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,826,368
Assets. Value of participant loans	2012-12-31	$107,860
Total contributions received or receivable from employer(s)	2012-12-31	$86,874
Value of corrective distributions	2012-12-31	$1,661
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,863
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : AFM & EPF 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$410,451
Expenses. Total of all expenses incurred	2011-12-31	$59,606
Benefits paid (including direct rollovers)	2011-12-31	$57,368
Total plan assets at end of year	2011-12-31	$3,826,368
Total plan assets at beginning of year	2011-12-31	$3,475,523
Value of fidelity bond covering the plan	2011-12-31	$5,000,000
Total contributions received or receivable from participants	2011-12-31	$340,884
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,238
Other income received	2011-12-31	$-18,248
Net income (gross income less expenses)	2011-12-31	$350,845
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,826,368
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,475,523
Assets. Value of participant loans	2011-12-31	$111,262
Total contributions received or receivable from employer(s)	2011-12-31	$87,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : AFM & EPF 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$681,671
Expenses. Total of all expenses incurred	2010-12-31	$86,340
Benefits paid (including direct rollovers)	2010-12-31	$84,280
Total plan assets at end of year	2010-12-31	$3,475,523
Total plan assets at beginning of year	2010-12-31	$2,880,192
Value of fidelity bond covering the plan	2010-12-31	$5,000,000
Total contributions received or receivable from participants	2010-12-31	$306,611
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,060
Contributions received from other sources (not participants or employers)	2010-12-31	$10,078
Other income received	2010-12-31	$278,783
Net income (gross income less expenses)	2010-12-31	$595,331
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,475,523
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,880,192
Assets. Value of participant loans	2010-12-31	$142,808
Total contributions received or receivable from employer(s)	2010-12-31	$86,199
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : AFM & EPF 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AFM & EPF 401(K) PLAN

2014: AFM & EPF 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AFM & EPF 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AFM & EPF 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AFM & EPF 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AFM & EPF 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

AFM & EPF 401(K) PLAN [EIN = 131895132]

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Company Name:	BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE
Employer identification number (EIN):	516120204
NAIC Classification:	711510
NAIC Description:	Independent Artists, Writers, and Performers