?>
Logo

AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 401k Plan overview

Plan NameAMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A
Plan identification number 002

AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 TYPE CULTURE COLLECTION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN TYPE CULTURE COLLECTION
Employer identification number (EIN):530196548
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN SWEENEY JOHN SWEENEY2018-07-31
0022016-01-01JOHN SWEENEY JOHN SWEENEY2017-10-10
0022015-01-01RALPH KOCH RALPH KOCH2016-10-13
0022014-01-01RALPH KOCH RALPH KOCH2015-10-06
0022013-01-01GREGORY FORTON GREGORY FORTON2014-10-14
0022012-01-01GREGORY FORTON GREGORY FORTON2013-10-15
0022011-01-01GREGORY FORTON
0022009-01-01 GREGORY FORTON2011-06-15
0022009-01-01GREGORY FORTON
0022009-01-01CARL SLASKI

Plan Statistics for AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A

401k plan membership statisitcs for AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A

Measure Date Value
2022: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2022 401k membership
Total participants, beginning-of-year2022-01-01656
Total number of active participants reported on line 7a of the Form 55002022-01-01603
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01763
Number of participants with account balances2022-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0185
2021: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2021 401k membership
Total participants, beginning-of-year2021-01-01514
Total number of active participants reported on line 7a of the Form 55002021-01-01547
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01582
Number of participants with account balances2021-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0171
2020: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2020 401k membership
Total participants, beginning-of-year2020-01-01468
Total number of active participants reported on line 7a of the Form 55002020-01-01503
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01520
Number of participants with account balances2020-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2019 401k membership
Total participants, beginning-of-year2019-01-011,194
Total number of active participants reported on line 7a of the Form 55002019-01-01521
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01691
Total of all active and inactive participants2019-01-011,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,213
Number of participants with account balances2019-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2018 401k membership
Total participants, beginning-of-year2018-01-011,132
Total number of active participants reported on line 7a of the Form 55002018-01-01521
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01673
Total of all active and inactive participants2018-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,194
Number of participants with account balances2018-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2017 401k membership
Total participants, beginning-of-year2017-01-011,110
Total number of active participants reported on line 7a of the Form 55002017-01-01485
Number of other retired or separated participants entitled to future benefits2017-01-01638
Total of all active and inactive participants2017-01-011,123
Total participants2017-01-011,123
Number of participants with account balances2017-01-011,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2016 401k membership
Total participants, beginning-of-year2016-01-011,026
Total number of active participants reported on line 7a of the Form 55002016-01-01486
Number of other retired or separated participants entitled to future benefits2016-01-01625
Total of all active and inactive participants2016-01-011,111
Total participants2016-01-011,111
Number of participants with account balances2016-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2015 401k membership
Total participants, beginning-of-year2015-01-01979
Total number of active participants reported on line 7a of the Form 55002015-01-01296
Number of other retired or separated participants entitled to future benefits2015-01-01730
Total of all active and inactive participants2015-01-011,026
Total participants2015-01-011,026
Number of participants with account balances2015-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01105
2014: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2014 401k membership
Total participants, beginning-of-year2014-01-01965
Total number of active participants reported on line 7a of the Form 55002014-01-01385
Number of other retired or separated participants entitled to future benefits2014-01-01594
Total of all active and inactive participants2014-01-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01979
Number of participants with account balances2014-01-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2013 401k membership
Total participants, beginning-of-year2013-01-011,037
Total number of active participants reported on line 7a of the Form 55002013-01-01469
Number of other retired or separated participants entitled to future benefits2013-01-01552
Total of all active and inactive participants2013-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,023
Number of participants with account balances2013-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2012 401k membership
Total participants, beginning-of-year2012-01-011,023
Total number of active participants reported on line 7a of the Form 55002012-01-01518
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01519
Total of all active and inactive participants2012-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,037
Number of participants with account balances2012-01-01951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2011 401k membership
Total participants, beginning-of-year2011-01-011,001
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01500
Total of all active and inactive participants2011-01-011,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,023
Number of participants with account balances2011-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2009 401k membership
Total participants, beginning-of-year2009-01-01965
Total number of active participants reported on line 7a of the Form 55002009-01-01388
Number of retired or separated participants receiving benefits2009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-01594
Total of all active and inactive participants2009-01-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0116
Total participants2009-01-011,021
Number of participants with account balances2009-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143

Financial Data on AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A

Measure Date Value
2022 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$18,937
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$0
Total income from all sources (including contributions)2022-12-31$-6,006,404
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,056,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,914,008
Expenses. Certain deemed distributions of participant loans2022-12-31$46,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,727,477
Value of total assets at end of year2022-12-31$47,197,399
Value of total assets at beginning of year2022-12-31$56,240,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,072
Total interest from all sources2022-12-31$79,120
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$249,254
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$249,254
Administrative expenses professional fees incurred2022-12-31$38,045
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
Participant contributions at end of year2022-12-31$266,447
Participant contributions at beginning of year2022-12-31$563,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,062,526
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,197,399
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,240,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,240,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,894,194
Value of interest in pooled separate accounts at end of year2022-12-31$1,364,283
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,328,835
Interest on participant loans2022-12-31$12,888
Interest earned on other investments2022-12-31$66,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,326,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,454,215
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$397,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,171,483
Net investment gain/loss from pooled separate accounts2022-12-31$109,228
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$2,727,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,516,264
Contract administrator fees2022-12-31$58,027
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 name2022-12-31KEITER
Accountancy firm EIN2022-12-31531631262
2021 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,734,940
Total transfer of assets from this plan2021-12-31$2,057,496
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$9,587,687
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,111,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,030,543
Expenses. Certain deemed distributions of participant loans2021-12-31$209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,423,273
Value of total assets at end of year2021-12-31$55,887,558
Value of total assets at beginning of year2021-12-31$49,733,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,624
Total interest from all sources2021-12-31$37,114
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$218,240
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$218,240
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
Participant contributions at end of year2021-12-31$210,314
Participant contributions at beginning of year2021-12-31$109,905
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,667
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$489,563
Other income not declared elsewhere2021-12-31$-203,895
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$6,476,520
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,887,558
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,733,594
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$47,894,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,719,570
Value of interest in pooled separate accounts at end of year2021-12-31$1,328,835
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,214,174
Interest on participant loans2021-12-31$6,260
Interest earned on other investments2021-12-31$30,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,454,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,689,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,719,517
Net investment gain/loss from pooled separate accounts2021-12-31$189,543
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$2,413,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,540,980
Contract administrator fees2021-12-31$80,624
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 name2021-12-31KEITER CPA
Accountancy firm EIN2021-12-31541631262
2020 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$8,136,799
Total transfer of assets from this plan2020-12-31$9,464,671
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,915,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,407,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,383,313
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,321,415
Value of total assets at end of year2020-12-31$49,733,594
Value of total assets at beginning of year2020-12-31$44,552,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,720
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$65,159
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$145,653
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$145,653
Administrative expenses professional fees incurred2020-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$109,905
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$107,072
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$89,501
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$6,508,525
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,733,594
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,552,941
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,719,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,781,728
Value of interest in pooled separate accounts at end of year2020-12-31$1,214,174
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,842,800
Interest on participant loans2020-12-31$6,422
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$58,737
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,689,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,821,341
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,188,356
Net investment gain/loss from pooled separate accounts2020-12-31$194,975
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$2,231,914
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,383,313
Contract administrator fees2020-12-31$23,720
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KEITER
Accountancy firm EIN2020-12-31541631262
2019 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,052,175
Total of all expenses incurred2019-12-31$1,713,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,711,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,974,205
Value of total assets at end of year2019-12-31$44,552,941
Value of total assets at beginning of year2019-12-31$36,214,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,402
Total interest from all sources2019-12-31$253,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$107,072
Participant contributions at beginning of year2019-12-31$103,356
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$595,302
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$8,338,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,552,941
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,214,581
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$35,781,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,688,356
Value of interest in pooled separate accounts at end of year2019-12-31$1,842,800
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,779,324
Interest earned on other investments2019-12-31$253,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,821,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,643,545
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$99,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,727,366
Net investment gain/loss from pooled separate accounts2019-12-31$97,198
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$2,378,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,612,073
Contract administrator fees2019-12-31$2,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31KEITER
Accountancy firm EIN2019-12-31541631262
2018 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$491,839
Total of all expenses incurred2018-12-31$1,810,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,808,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,293,782
Value of total assets at end of year2018-12-31$36,214,581
Value of total assets at beginning of year2018-12-31$37,533,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,839
Total interest from all sources2018-12-31$266,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$103,356
Participant contributions at beginning of year2018-12-31$97,297
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,318,661
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,214,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,533,242
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$27,688,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,455,296
Value of interest in pooled separate accounts at end of year2018-12-31$1,779,324
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,761,069
Interest earned on other investments2018-12-31$266,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,643,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,219,580
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$609,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,150,542
Net investment gain/loss from pooled separate accounts2018-12-31$81,800
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$2,269,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,199,501
Contract administrator fees2018-12-31$1,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31KEITER
Accountancy firm EIN2018-12-31541631262
2017 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2017 401k financial data
Total transfer of assets from this plan2017-12-31$29,859
Total income from all sources (including contributions)2017-12-31$7,540,079
Total of all expenses incurred2017-12-31$2,302,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,301,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,360,826
Value of total assets at end of year2017-12-31$37,533,242
Value of total assets at beginning of year2017-12-31$32,325,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,103
Total interest from all sources2017-12-31$227,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$97,297
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$102,302
Other income not declared elsewhere2017-12-31$29,869
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$5,237,396
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,533,242
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,325,705
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$29,455,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,306,209
Value of interest in pooled separate accounts at end of year2017-12-31$1,761,069
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,610,324
Interest earned on other investments2017-12-31$227,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,219,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,409,172
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$659,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,851,757
Net investment gain/loss from pooled separate accounts2017-12-31$70,363
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$2,258,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,641,839
Contract administrator fees2017-12-31$1,103
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31KEITER
Accountancy firm EIN2017-12-31541631262
2016 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,129,272
Total of all expenses incurred2016-12-31$1,016,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,015,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,244,584
Value of total assets at end of year2016-12-31$32,325,705
Value of total assets at beginning of year2016-12-31$29,212,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$984
Total interest from all sources2016-12-31$253,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$88,701
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,723
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$3,112,938
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,325,705
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,212,767
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$24,306,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,729,596
Value of interest in pooled separate accounts at end of year2016-12-31$1,610,324
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,485,482
Interest earned on other investments2016-12-31$253,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,409,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,908,988
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$108,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,551,799
Net investment gain/loss from pooled separate accounts2016-12-31$78,922
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$2,233,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$906,438
Contract administrator fees2016-12-31$984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31KEITER
Accountancy firm EIN2016-12-31541631262
2015 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,426,645
Total of all expenses incurred2015-12-31$1,230,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,228,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,036,760
Value of total assets at end of year2015-12-31$29,212,767
Value of total assets at beginning of year2015-12-31$28,017,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,175
Total interest from all sources2015-12-31$223,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$88,701
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$85,537
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$1,195,686
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,212,767
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,017,081
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$21,729,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,030,775
Value of interest in pooled separate accounts at end of year2015-12-31$1,485,482
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,318,135
Interest earned on other investments2015-12-31$223,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,908,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,668,171
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$195,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$57,786
Net investment gain/loss from pooled separate accounts2015-12-31$108,863
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$1,951,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,033,310
Contract administrator fees2015-12-31$2,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31KEITER
Accountancy firm EIN2015-12-31541631262
2014 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,566,160
Total of all expenses incurred2014-12-31$1,813,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,810,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,818,914
Value of total assets at end of year2014-12-31$28,017,081
Value of total assets at beginning of year2014-12-31$26,264,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,522
Total interest from all sources2014-12-31$221,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$1,752,835
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,017,081
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,264,246
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$21,030,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,639,085
Value of interest in pooled separate accounts at end of year2014-12-31$1,318,135
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,132,451
Interest earned on other investments2014-12-31$221,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,668,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,492,710
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$246,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,382,546
Net investment gain/loss from pooled separate accounts2014-12-31$143,250
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$1,818,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,564,178
Contract administrator fees2014-12-31$2,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31KEITER
Accountancy firm EIN2014-12-31541631262
2013 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,830,060
Total of all expenses incurred2013-12-31$1,444,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,442,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,934,111
Value of total assets at end of year2013-12-31$26,264,246
Value of total assets at beginning of year2013-12-31$21,878,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,979
Total interest from all sources2013-12-31$215,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$145,474
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$4,386,060
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,264,246
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,878,186
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$19,639,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,527,021
Value of interest in pooled separate accounts at end of year2013-12-31$1,132,451
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,053,212
Interest earned on other investments2013-12-31$215,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,492,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,297,953
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$259,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,580,372
Net investment gain/loss from pooled separate accounts2013-12-31$100,474
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$1,788,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,182,129
Contract administrator fees2013-12-31$1,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31KEITER
Accountancy firm EIN2013-12-31541631262
2012 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,880,887
Total of all expenses incurred2012-12-31$1,039,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,038,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,744,959
Value of total assets at end of year2012-12-31$21,878,186
Value of total assets at beginning of year2012-12-31$19,037,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,814
Total interest from all sources2012-12-31$198,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$2,840,908
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,878,186
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,037,278
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$15,527,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,201,506
Value of interest in pooled separate accounts at end of year2012-12-31$1,053,212
Value of interest in pooled separate accounts at beginning of year2012-12-31$924,984
Interest earned on other investments2012-12-31$198,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,297,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,910,788
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,842,655
Net investment gain/loss from pooled separate accounts2012-12-31$94,868
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$1,744,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,035,281
Contract administrator fees2012-12-31$1,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31KEITER
Accountancy firm EIN2012-12-31541631262
2011 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,825,147
Total of all expenses incurred2011-12-31$644,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$643,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,712,022
Value of total assets at end of year2011-12-31$19,037,278
Value of total assets at beginning of year2011-12-31$17,856,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$191
Total interest from all sources2011-12-31$186,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,778
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$1,180,977
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,037,278
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,856,301
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$13,201,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,630,518
Value of interest in pooled separate accounts at end of year2011-12-31$924,984
Value of interest in pooled separate accounts at beginning of year2011-12-31$788,524
Interest earned on other investments2011-12-31$186,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,910,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,437,259
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$8,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-176,503
Net investment gain/loss from pooled separate accounts2011-12-31$102,643
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$1,705,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$635,147
Contract administrator fees2011-12-31$191
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31KSHGS, PC
Accountancy firm EIN2011-12-31541631262
2010 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 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$3,221,912
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$479,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$478,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,568,811
Value of total assets at end of year2010-12-31$17,856,301
Value of total assets at beginning of year2010-12-31$15,113,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$880
Total interest from all sources2010-12-31$164,553
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$880
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
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$2,742,891
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,856,301
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,113,410
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$12,630,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,477,878
Value of interest in pooled separate accounts at end of year2010-12-31$788,524
Value of interest in pooled separate accounts at beginning of year2010-12-31$633,119
Interest earned on other investments2010-12-31$164,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,437,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,933,309
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$10,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,398,736
Net investment gain/loss from pooled separate accounts2010-12-31$89,812
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$1,568,811
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$69,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$467,722
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 name2010-12-31KSHGS, PC
Accountancy firm EIN2010-12-31541631262
2009 : AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 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 AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A

2022: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number723948
Policy instance 2
Insurance contract or identification number723948
Number of Individuals Covered893
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered763
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number723948
Policy instance 2
Insurance contract or identification number723948
Number of Individuals Covered924
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered582
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 2
Insurance contract or identification number346410
Number of Individuals Covered520
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered520
Insurance policy start date2020-02-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered1195
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered1182
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered1119
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered1019
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered972
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered959
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered951
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered939
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346410
Policy instance 1
Insurance contract or identification number346410
Number of Individuals Covered916
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3