AMERICAN ACADEMY OF OTOLARYNGOLOGY HEAD AND NECK SURGERY FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AAO-HNS FOUNDATION 403(B) TIAA CREF RETIREMENT PLAN
401k plan membership statisitcs for AAO-HNS FOUNDATION 403(B) TIAA CREF RETIREMENT PLAN
Measure | Date | Value |
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2022 : AAO-HNS FOUNDATION 403(B) TIAA CREF RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-1,466,434 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,484,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,470,616 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $749,735 |
Value of total assets at end of year | 2022-12-31 | $13,105,244 |
Value of total assets at beginning of year | 2022-12-31 | $16,056,190 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,896 |
Total interest from all sources | 2022-12-31 | $103,046 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $112,341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $112,341 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $359,715 |
Participant contributions at end of year | 2022-12-31 | $8,504 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $4,339 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,950,946 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,105,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,056,190 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,558,340 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,424,214 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $729,759 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $722,289 |
Interest on participant loans | 2022-12-31 | $184 |
Interest earned on other investments | 2022-12-31 | $102,862 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,808,641 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,909,687 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,494,182 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $58,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $390,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,470,616 |
Contract administrator fees | 2022-12-31 | $13,896 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SMITH & HOWARD, PC |
Accountancy firm EIN | 2022-12-31 | 581250486 |
2021 : AAO-HNS FOUNDATION 403(B) TIAA CREF RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $2,809,339 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,056,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,046,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $942,898 |
Value of total assets at end of year | 2021-12-31 | $16,056,190 |
Value of total assets at beginning of year | 2021-12-31 | $14,303,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,524 |
Total interest from all sources | 2021-12-31 | $94,355 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $97,852 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $97,852 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $439,311 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $16,740 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $40,175 |
Other income not declared elsewhere | 2021-12-31 | $6,442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,752,479 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,056,190 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,303,711 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,424,214 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,642,673 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $722,289 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $659,623 |
Interest on participant loans | 2021-12-31 | $740 |
Interest earned on other investments | 2021-12-31 | $93,615 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,909,687 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,984,675 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $51,914 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,555,166 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $112,626 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $463,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $994,422 |
Contract administrator fees | 2021-12-31 | $10,524 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SMITH & HOWARD, PC |
Accountancy firm EIN | 2021-12-31 | 581250486 |
2020 : AAO-HNS FOUNDATION 403(B) TIAA CREF RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $3,180,133 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,962,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,962,234 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,141,354 |
Value of total assets at end of year | 2020-12-31 | $14,303,711 |
Value of total assets at beginning of year | 2020-12-31 | $13,086,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $542 |
Total interest from all sources | 2020-12-31 | $97,112 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $15,161 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $15,161 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $429,318 |
Participant contributions at end of year | 2020-12-31 | $16,740 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $243,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,217,357 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,303,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,086,354 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,642,673 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,631,656 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $659,623 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $754,780 |
Interest on participant loans | 2020-12-31 | $62 |
Interest earned on other investments | 2020-12-31 | $97,050 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,984,675 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,699,918 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,933,064 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-6,558 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $468,470 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,962,234 |
Contract administrator fees | 2020-12-31 | $542 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SMITH & HOWARD, PC |
Accountancy firm EIN | 2020-12-31 | 581250486 |