Logo

AMERICAN MILITARY ACADEMY RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN MILITARY ACADEMY RETIREMENT PLAN
Plan identification number 001

AMERICAN MILITARY ACADEMY RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

AMERICAN MILITARY ACADEMY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN MILITARY ACADEMY CORPORATION
Employer identification number (EIN):660244040
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MILITARY ACADEMY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JANET M. MENENDEZ AGOSTO2023-10-12 JANET M. MENENDEZ AGOSTO2023-10-12
0012021-01-01JANET M. MENENDEZ AGOSTO2022-12-17 JANET M. MENENDEZ AGOSTO2022-12-17
0012020-01-01JANET M. MENENDEZ AGOSTO2021-10-12 JANET M. MENENDEZ AGOSTO2021-10-12
0012019-01-01JANET M. MENENDEZ AGOSTO2020-10-13 JANET M. MENENDEZ AGOSTO2020-10-13
0012017-01-01
0012016-01-01
0012015-01-01MARIA DALLMAYR
0012014-01-01MARIA DALLMAYR MARIA DALLMAYR2015-10-15
0012013-01-01MARIA DALLMAYR MARIA DALLMAYR2014-10-10
0012012-01-01MARIA DALLMAYR MARIA DALLMAYR2013-10-09
0012011-01-01JUAN CONSUEGRA
0012009-01-01MARIA DALLMAYR

Plan Statistics for AMERICAN MILITARY ACADEMY RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN MILITARY ACADEMY RETIREMENT PLAN

Measure Date Value
2022: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01102
Total number of active participants reported on line 7a of the Form 55002022-01-0180
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01103
Number of participants with account balances2022-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01103
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01102
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01107
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-0130
Total of all active and inactive participants2020-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01103
Number of participants with account balances2020-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01112
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of retired or separated participants receiving benefits2019-01-0126
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01107
Number of participants with account balances2019-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01129
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01138
Number of participants with account balances2016-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01116
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01123
Number of participants with account balances2015-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01113
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01109
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01113
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01107
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01108
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01105
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01107
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01155
Total number of active participants reported on line 7a of the Form 55002009-01-01145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01152
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on AMERICAN MILITARY ACADEMY RETIREMENT PLAN

Measure Date Value
2023 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$232,182
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$138,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$138,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$111,172
Value of total assets at end of year2023-01-01$1,788,093
Value of total assets at beginning of year2023-01-01$1,694,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$510
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$62,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$62,344
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$200,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$107,657
Assets. Other investments not covered elsewhere at end of year2023-01-01$8,351
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$649
Administrative expenses (other) incurred2023-01-01$510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$93,407
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,788,093
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,694,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,340,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,686,987
Value of interest in common/collective trusts at end of year2023-01-01$431,354
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$7,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$58,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$3,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$138,265
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SHARON & GONZALEZ CPAS LLC
Accountancy firm EIN2023-01-01660891476
2022 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$786
Total income from all sources (including contributions)2022-12-31$-118,018
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$180,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$179,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$105,688
Value of total assets at end of year2022-12-31$1,694,686
Value of total assets at beginning of year2022-12-31$1,994,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,080
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$46,073
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$46,073
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$102,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$786
Administrative expenses (other) incurred2022-12-31$1,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-298,892
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,694,686
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,993,578
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$1,686,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,990,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-269,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$179,794
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 name2022-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2022-12-31660591086
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$786
Total income from all sources (including contributions)2022-01-01$-118,018
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$180,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$179,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$105,688
Value of total assets at end of year2022-01-01$1,694,686
Value of total assets at beginning of year2022-01-01$1,994,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,080
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$46,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$46,073
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$200,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$102,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$786
Administrative expenses (other) incurred2022-01-01$1,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-298,892
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,694,686
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,993,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,686,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,990,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$7,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-269,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$3,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$179,794
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RIVERA COLON & CO., PSC
Accountancy firm EIN2022-01-01660591086
2021 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$66,283
Total unrealized appreciation/depreciation of assets2021-12-31$66,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$573
Total income from all sources (including contributions)2021-12-31$241,866
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$121,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$121,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$95,753
Value of total assets at end of year2021-12-31$1,994,364
Value of total assets at beginning of year2021-12-31$1,874,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$760
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$79,830
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$79,830
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$92,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$573
Administrative expenses (other) incurred2021-12-31$760
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$119,934
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,993,578
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,873,644
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$1,990,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,864,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,269
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$3,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$121,172
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 name2021-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2021-12-31660591086
2020 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$125,540
Total unrealized appreciation/depreciation of assets2020-12-31$125,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,807
Total income from all sources (including contributions)2020-12-31$265,099
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$531,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$529,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$90,251
Value of total assets at end of year2020-12-31$1,874,217
Value of total assets at beginning of year2020-12-31$2,163,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,320
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,807
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$43,807
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$87,494
Participant contributions at beginning of year2020-12-31$9,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$33,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$23,807
Other income not declared elsewhere2020-12-31$5,501
Administrative expenses (other) incurred2020-12-31$1,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-266,122
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,873,644
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,139,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,864,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,099,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$20,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$20,600
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,757
Employer contributions (assets) at beginning of year2020-12-31$248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$529,901
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2020-12-31660591086
2019 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$204,162
Total unrealized appreciation/depreciation of assets2019-12-31$204,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$400,445
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$286,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$284,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$139,012
Value of total assets at end of year2019-12-31$2,163,573
Value of total assets at beginning of year2019-12-31$2,025,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,253
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$57,271
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$180,000
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
Contributions received from participants2019-12-31$135,820
Participant contributions at end of year2019-12-31$9,520
Participant contributions at beginning of year2019-12-31$5,682
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$33,441
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$23,807
Administrative expenses (other) incurred2019-12-31$2,253
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$114,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,139,766
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,025,587
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$2,099,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,983,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$20,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,710
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$248
Employer contributions (assets) at beginning of year2019-12-31$135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$284,013
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2019-12-31660591086
2018 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-150,280
Total unrealized appreciation/depreciation of assets2018-12-31$-150,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$56,330
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$138,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$138,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$137,444
Value of total assets at end of year2018-12-31$2,025,587
Value of total assets at beginning of year2018-12-31$2,107,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$69,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$69,166
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$180,000
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
Contributions received from participants2018-12-31$134,145
Participant contributions at end of year2018-12-31$5,682
Participant contributions at beginning of year2018-12-31$5,786
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$3,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$33,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$21,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,793
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,025,587
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,107,380
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$1,983,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,074,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,543
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,299
Employer contributions (assets) at end of year2018-12-31$135
Employer contributions (assets) at beginning of year2018-12-31$149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$134,618
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2018-12-31660591086
2017 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$153,773
Total unrealized appreciation/depreciation of assets2017-12-31$153,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,905
Total income from all sources (including contributions)2017-12-31$363,077
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$124,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$123,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$143,097
Value of total assets at end of year2017-12-31$2,107,380
Value of total assets at beginning of year2017-12-31$1,873,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,088
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$66,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$66,207
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$180,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$131,656
Participant contributions at end of year2017-12-31$5,786
Participant contributions at beginning of year2017-12-31$5,726
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$21,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,905
Administrative expenses (other) incurred2017-12-31$1,088
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$238,520
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,107,380
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,868,860
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$2,074,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,865,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,442
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,489
Employer contributions (assets) at end of year2017-12-31$149
Employer contributions (assets) at beginning of year2017-12-31$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$123,469
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RIVERA COLON & CO. , PSC
Accountancy firm EIN2017-12-31660591086
2016 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$90,262
Total unrealized appreciation/depreciation of assets2016-12-31$90,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,587
Total income from all sources (including contributions)2016-12-31$253,027
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$203,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$203,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$154,253
Value of total assets at end of year2016-12-31$1,873,765
Value of total assets at beginning of year2016-12-31$1,828,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$776
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,512
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$180,000
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
Contributions received from participants2016-12-31$150,655
Participant contributions at end of year2016-12-31$5,726
Participant contributions at beginning of year2016-12-31$6,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,587
Administrative expenses (other) incurred2016-12-31$776
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$49,163
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,868,860
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,819,697
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$1,865,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,815,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,598
Employer contributions (assets) at end of year2016-12-31$148
Employer contributions (assets) at beginning of year2016-12-31$162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$203,088
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2016-12-31660591086
2015 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-32,385
Total unrealized appreciation/depreciation of assets2015-12-31$-32,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,905
Total income from all sources (including contributions)2015-12-31$158,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$171,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$169,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$182,471
Value of total assets at end of year2015-12-31$1,828,284
Value of total assets at beginning of year2015-12-31$1,836,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,301
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,847
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$180,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$178,529
Participant contributions at end of year2015-12-31$6,936
Participant contributions at beginning of year2015-12-31$6,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,905
Administrative expenses (other) incurred2015-12-31$1,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,332
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,819,697
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,832,029
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$1,815,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,827,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,323
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,942
Employer contributions (assets) at end of year2015-12-31$162
Employer contributions (assets) at beginning of year2015-12-31$158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$169,964
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2015-12-31660591086
2014 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$33,803
Total unrealized appreciation/depreciation of assets2014-12-31$33,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,905
Total income from all sources (including contributions)2014-12-31$216,558
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$157,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$157,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$179,314
Value of total assets at end of year2014-12-31$1,836,934
Value of total assets at beginning of year2014-12-31$1,777,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,441
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$175,401
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$6,584
Participant contributions at beginning of year2014-12-31$7,516
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,905
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$59,084
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,832,029
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,772,945
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$1,827,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,756,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$14,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$14,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,913
Employer contributions (assets) at end of year2014-12-31$158
Employer contributions (assets) at beginning of year2014-12-31$166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$156,354
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2014-12-31660591086
2013 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$174,458
Total unrealized appreciation/depreciation of assets2013-12-31$174,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,809
Total income from all sources (including contributions)2013-12-31$377,330
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$345,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$296,570
Expenses. Certain deemed distributions of participant loans2013-12-31$47,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$176,313
Value of total assets at end of year2013-12-31$1,777,850
Value of total assets at beginning of year2013-12-31$1,759,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,820
Total interest from all sources2013-12-31$1,298
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$25,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$25,261
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$168,211
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$52,600
Participant contributions at end of year2013-12-31$7,516
Participant contributions at beginning of year2013-12-31$7,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,809
Administrative expenses (other) incurred2013-12-31$1,820
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$31,723
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,772,945
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,741,222
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$1,756,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,688,532
Interest on participant loans2013-12-31$1,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$137
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$8,102
Employer contributions (assets) at end of year2013-12-31$166
Employer contributions (assets) at beginning of year2013-12-31$10,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$296,570
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2013-12-31660591086
2012 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$82,337
Total unrealized appreciation/depreciation of assets2012-12-31$82,337
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,905
Total income from all sources (including contributions)2012-12-31$242,896
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$130,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$129,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$149,515
Value of total assets at end of year2012-12-31$1,759,031
Value of total assets at beginning of year2012-12-31$1,633,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$860
Total interest from all sources2012-12-31$1,025
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,019
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$145,692
Participant contributions at end of year2012-12-31$52,600
Participant contributions at beginning of year2012-12-31$46,192
Participant contributions at end of year2012-12-31$7,174
Participant contributions at beginning of year2012-12-31$5,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,905
Administrative expenses (other) incurred2012-12-31$860
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$112,534
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,741,222
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,628,688
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$1,688,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,571,085
Interest on participant loans2012-12-31$1,025
Interest earned on other investments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$297
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$3,823
Employer contributions (assets) at end of year2012-12-31$10,588
Employer contributions (assets) at beginning of year2012-12-31$10,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$129,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2012-12-31660591086
2011 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-30,758
Total unrealized appreciation/depreciation of assets2011-12-31$-30,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,808
Total income from all sources (including contributions)2011-12-31$164,934
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$127,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$127,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$172,441
Value of total assets at end of year2011-12-31$1,633,593
Value of total assets at beginning of year2011-12-31$1,600,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$452
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$22,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$22,799
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$158,074
Participant contributions at end of year2011-12-31$46,192
Participant contributions at beginning of year2011-12-31$60,590
Participant contributions at end of year2011-12-31$5,444
Participant contributions at beginning of year2011-12-31$7,678
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,808
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$37,277
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,628,688
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,591,411
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$1,571,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,527,872
Interest on participant loans2011-12-31$452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,903
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$3,942
Employer contributions (assets) at end of year2011-12-31$10,575
Employer contributions (assets) at beginning of year2011-12-31$176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$127,097
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 name2011-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2011-12-31660591086
2010 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$706
Total income from all sources (including contributions)2010-12-31$227,789
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$113,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$113,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$143,113
Value of total assets at end of year2010-12-31$1,600,219
Value of total assets at beginning of year2010-12-31$1,477,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$108
Total interest from all sources2010-12-31$2,016
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,000
Administrative expenses professional fees incurred2010-12-31$108
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$139,286
Participant contributions at end of year2010-12-31$60,590
Participant contributions at beginning of year2010-12-31$59,293
Participant contributions at end of year2010-12-31$7,678
Participant contributions at beginning of year2010-12-31$10,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$706
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$114,130
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,591,411
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,477,282
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$1,527,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,407,777
Interest on participant loans2010-12-31$2,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$48,660
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$3,827
Employer contributions (assets) at end of year2010-12-31$176
Employer contributions (assets) at beginning of year2010-12-31$304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$113,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31RIVERA COLON & CO., PSC
Accountancy firm EIN2010-12-31660591086
2009 : AMERICAN MILITARY ACADEMY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN MILITARY ACADEMY RETIREMENT PLAN

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

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
US 401k Lookup     VAT Lookup