| Plan Name | AIDS UNITED RETIREMENT AND EMPLOYEE SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | AIDS UNITED |
| Employer identification number (EIN): | 521706646 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about AIDS UNITED
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1990-08-02 |
| Company Identification Number: | 779248 |
| Legal Registered Office Address: |
1300 EAST 9TH STREET - CLEVELAND United States of America (USA) 44114 |
More information about AIDS UNITED
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | WHITNEY MILLER | 2024-10-14 | ||
| 001 | 2022-01-01 | JESSICA FERNANDEZ | 2023-06-20 | ||
| 001 | 2021-01-01 | JESSICA FERNANDEZ | 2022-07-13 | ||
| 001 | 2021-01-01 | JESSICA FERNANDEZ | 2022-07-13 | ||
| 001 | 2020-01-01 | JOHN ROANE JR | 2021-10-13 | ||
| 001 | 2020-01-01 | JESSICA FERNANDEZ | 2021-10-11 | ||
| 001 | 2019-01-01 | JOHN ROANE JR | 2020-07-31 | ||
| 001 | 2018-01-01 | JOHN ROANE JR | 2019-10-14 | ||
| 001 | 2017-01-01 | JOHN ROANE JR | 2018-10-12 | ||
| 001 | 2017-01-01 | JOHN ROANE JR | 2019-10-14 | ||
| 001 | 2016-01-01 | JOHN ROANE JR | 2017-10-13 | ||
| 001 | 2015-01-01 | MATTHEW KESSLER | 2016-07-28 | ||
| 001 | 2014-01-01 | MATTHEW KESSLER | 2015-10-14 | ||
| 001 | 2013-01-01 | BRYAN WILT | 2014-07-17 | ||
| 001 | 2012-01-01 | BRYAN WILT | 2013-05-28 | BRYAN WILT | 2013-05-28 |
| 001 | 2011-01-01 | BRYAN R. WILT | 2012-06-29 | BRYAN R. WILT | 2012-06-29 |
| 001 | 2010-01-01 | BRYAN WILT | 2011-06-17 | BRYAN WILT | 2011-06-17 |
| Measure | Date | Value |
|---|---|---|
| 2025 : AIDS UNITED RETIREMENT AND EMPLOYEE SAVINGS PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-06 | 331189 |
| Net assets as of the end of the plan year | 2025-10-06 | 3912519 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 3258679 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 256912 |
| Other expenses paid from plan in this plan year | 2025-10-06 | 0 |
| Other contributions to plan in this plan year | 2025-10-06 | 120775 |
| Other income to plan in this plan year | 2025-10-06 | 415788 |
| Plan net income in this plan year | 2025-10-06 | 653840 |
| Net assets as of the end of the plan year | 2025-10-06 | 3912519 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 3258679 |
| Employer contributions to plan in this plan year | 2025-10-06 | 191554 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 485 |
| 2024 : AIDS UNITED RETIREMENT AND EMPLOYEE SAVINGS PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 206562 |
| Net assets as of the end of the plan year | 2024-10-14 | 3258679 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 2548425 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 194840 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 452913 |
| Plan net income in this plan year | 2024-10-14 | 710254 |
| Net assets as of the end of the plan year | 2024-10-14 | 3258679 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 2548425 |
| Employer contributions to plan in this plan year | 2024-10-14 | 269063 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 451 |