401k Plan data: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN plan

AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN
Plan identification number	004

AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN QUARTER HORSE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN QUARTER HORSE ASSOCIATION

Employer identification number (EIN): 750725576

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN QUARTER HORSE ASSOCIATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1940-04-17

Company Identification Number: 0007697201

Legal Registered Office Address: PO BOX 200

AMARILLO
United States of America (USA)
79168

More information about AMERICAN QUARTER HORSE ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2021-01-01
004 2020-01-01 AARON BOVOS 2021-10-15
004 2020-01-01 AARON BOVOS 2021-10-15
004 2020-01-01
004 2019-01-01 BRIAN A. HICKMAN, CPA 2020-08-12
004 2018-01-01 BRIAN A. HICKMAN, CPA 2019-09-16
004 2017-01-01 KYLA HANKS
004 2016-01-01 TRENTON C. TAYLOR
004 2015-01-01 TRENT TAYLOR
004 2014-01-01 TRENT TAYLOR
004 2013-01-01 TRENT TAYLOR TRENT TAYLOR 2014-09-24
004 2012-01-01 TRENT TAYLOR
004 2011-01-01 TRENT TAYLOR
004 2009-01-01 TRENT TAYLOR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01
004	2021-01-01
004	2021-01-01
004	2020-01-01	AARON BOVOS	2021-10-15
004	2020-01-01	AARON BOVOS	2021-10-15
004	2020-01-01
004	2019-01-01	BRIAN A. HICKMAN, CPA	2020-08-12
004	2018-01-01	BRIAN A. HICKMAN, CPA	2019-09-16
004	2017-01-01	KYLA HANKS
004	2016-01-01	TRENTON C. TAYLOR
004	2015-01-01	TRENT TAYLOR
004	2014-01-01	TRENT TAYLOR
004	2013-01-01	TRENT TAYLOR		TRENT TAYLOR	2014-09-24
004	2012-01-01	TRENT TAYLOR
004	2011-01-01	TRENT TAYLOR
004	2009-01-01	TRENT TAYLOR

Plan Statistics for AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN

Measure Date Value
2022: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 190
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 88
Total of all active and inactive participants 2022-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 282
Number of participants with account balances 2022-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 40
2021: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 207
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 86
Total of all active and inactive participants 2021-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 300
Number of participants with account balances 2021-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 31
2020: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 209
Number of other retired or separated participants entitled to future benefits 2020-01-01 114
Total of all active and inactive participants 2020-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 323
Number of participants with account balances 2020-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
2019: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 239
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 91
Total of all active and inactive participants 2019-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 330
Number of participants with account balances 2019-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 215
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 67
Total of all active and inactive participants 2018-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 282
Number of participants with account balances 2018-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 159
Number of retired or separated participants receiving benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 159
Number of participants with account balances 2017-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 34
2016: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 255
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 304
Total participants 2016-01-01 304
Number of participants with account balances 2016-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 246
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 297
Total participants 2015-01-01 297
Number of participants with account balances 2015-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 238
Number of other retired or separated participants entitled to future benefits 2014-01-01 127
Total of all active and inactive participants 2014-01-01 365
Total participants 2014-01-01 365
Number of participants with account balances 2014-01-01 352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 246
Number of other retired or separated participants entitled to future benefits 2013-01-01 82
Total of all active and inactive participants 2013-01-01 328
Total participants 2013-01-01 328
Number of participants with account balances 2013-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 15
2012: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 267
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 36
Total of all active and inactive participants 2012-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 306
Number of participants with account balances 2012-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 268
Number of retired or separated participants receiving benefits 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 306
Total participants 2011-01-01 306
Number of participants with account balances 2011-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 249
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 265
Total participants 2009-01-01 265
Number of participants with account balances 2009-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 21

Measure	Date	Value
2022: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	190
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	88
Total of all active and inactive participants	2022-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	282
Number of participants with account balances	2022-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	40
2021: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	207
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	86
Total of all active and inactive participants	2021-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	300
Number of participants with account balances	2021-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	31
2020: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	209
Number of other retired or separated participants entitled to future benefits	2020-01-01	114
Total of all active and inactive participants	2020-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	323
Number of participants with account balances	2020-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
2019: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	239
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	91
Total of all active and inactive participants	2019-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	330
Number of participants with account balances	2019-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	215
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	67
Total of all active and inactive participants	2018-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	282
Number of participants with account balances	2018-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	159
Number of retired or separated participants receiving benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	159
Number of participants with account balances	2017-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	34
2016: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	255
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	304
Total participants	2016-01-01	304
Number of participants with account balances	2016-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	246
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	297
Total participants	2015-01-01	297
Number of participants with account balances	2015-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	238
Number of other retired or separated participants entitled to future benefits	2014-01-01	127
Total of all active and inactive participants	2014-01-01	365
Total participants	2014-01-01	365
Number of participants with account balances	2014-01-01	352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	246
Number of other retired or separated participants entitled to future benefits	2013-01-01	82
Total of all active and inactive participants	2013-01-01	328
Total participants	2013-01-01	328
Number of participants with account balances	2013-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2012: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	267
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	36
Total of all active and inactive participants	2012-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	306
Number of participants with account balances	2012-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	268
Number of retired or separated participants receiving benefits	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	306
Total participants	2011-01-01	306
Number of participants with account balances	2011-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	249
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	265
Total participants	2009-01-01	265
Number of participants with account balances	2009-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	21

Financial Data on AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN

Measure	Date	Value
2022 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-700,951
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,576,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,549,509
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,837
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,477,687
Value of total assets at end of year	2022-12-31	$12,013,607
Value of total assets at beginning of year	2022-12-31	$14,291,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,288
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$12,621
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$303,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$303,977
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$766,118
Participant contributions at end of year	2022-12-31	$383,703
Participant contributions at beginning of year	2022-12-31	$258,070
Participant contributions at end of year	2022-12-31	$41,486
Participant contributions at beginning of year	2022-12-31	$41,486
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$12,846
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$13,903
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$55,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-8,778
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-2,277,748
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,013,607
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,291,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$8,537
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,588,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,951,385
Interest on participant loans	2022-12-31	$12,621
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,495,236
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$656,277
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$40,414
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,549,509
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$18,751
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WEAVER & TIDWELL, LLP
Accountancy firm EIN	2022-12-31	750786316
2021 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,839,848
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,532,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,499,451
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,432
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,351,788
Value of total assets at end of year	2021-12-31	$14,209,455
Value of total assets at beginning of year	2021-12-31	$12,902,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$27,784
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$10,866
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$786,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$786,944
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	No
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$770,714
Participant contributions at end of year	2021-12-31	$258,070
Participant contributions at beginning of year	2021-12-31	$210,019
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$32,324
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$13,903
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,307,181
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,209,455
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,902,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,937,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,634,940
Interest on participant loans	2021-12-31	$10,866
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$690,250
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$581,074
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$24,991
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,499,451
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$27,784
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WEAVER & TIDWELL, LLP
Accountancy firm EIN	2021-12-31	750786316
2020 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,060,121
Total of all expenses incurred	2020-12-31	$2,165,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,121,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,277,651
Value of total assets at end of year	2020-12-31	$12,902,274
Value of total assets at beginning of year	2020-12-31	$12,007,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,890
Total interest from all sources	2020-12-31	$351,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$725,268
Participant contributions at end of year	2020-12-31	$210,019
Participant contributions at beginning of year	2020-12-31	$214,362
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,656
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$32,324
Administrative expenses (other) incurred	2020-12-31	$43,890
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$43,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$894,713
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,902,274
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,007,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$12,634,940
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$11,324,421
Interest on participant loans	2020-12-31	$11,407
Interest earned on other investments	2020-12-31	$340,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,430,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$545,727
Employer contributions (assets) at end of year	2020-12-31	$24,991
Employer contributions (assets) at beginning of year	2020-12-31	$425,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,121,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2020-12-31	750786316
2019 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
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	$3,131,069
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,698,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,621,689
Value of total corrective distributions	2019-12-31	$10,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,186,667
Value of total assets at end of year	2019-12-31	$12,007,561
Value of total assets at beginning of year	2019-12-31	$10,574,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$66,547
Total interest from all sources	2019-12-31	$10,071
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$722,775
Participant contributions at end of year	2019-12-31	$214,362
Participant contributions at beginning of year	2019-12-31	$203,366
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$38,794
Administrative expenses (other) incurred	2019-12-31	$1,464
Total non interest bearing cash at end of year	2019-12-31	$43,680
Total non interest bearing cash at beginning of year	2019-12-31	$28,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,432,638
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,007,561
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,574,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$11,324,421
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,028,163
Interest on participant loans	2019-12-31	$10,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,934,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$425,098
Employer contributions (assets) at end of year	2019-12-31	$425,098
Employer contributions (assets) at beginning of year	2019-12-31	$315,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,621,689
Contract administrator fees	2019-12-31	$65,083
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEAVER & TIDWELL
Accountancy firm EIN	2019-12-31	750786316
2018 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$375,577
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,907,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,845,960
Expenses. Certain deemed distributions of participant loans	2018-12-31	$37,630
Value of total corrective distributions	2018-12-31	$13,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,008,548
Value of total assets at end of year	2018-12-31	$10,574,923
Value of total assets at beginning of year	2018-12-31	$12,106,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,945
Total interest from all sources	2018-12-31	$13,846
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$693,067
Participant contributions at end of year	2018-12-31	$203,366
Participant contributions at beginning of year	2018-12-31	$329,047
Participant contributions at beginning of year	2018-12-31	$9,009
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$98
Total non interest bearing cash at end of year	2018-12-31	$28,011
Total non interest bearing cash at beginning of year	2018-12-31	$28,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,531,538
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,574,923
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,106,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,483
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,028,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,391,568
Interest on participant loans	2018-12-31	$13,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-646,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$315,383
Employer contributions (assets) at end of year	2018-12-31	$315,383
Employer contributions (assets) at beginning of year	2018-12-31	$348,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,845,960
Contract administrator fees	2018-12-31	$8,462
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,907,922
Total of all expenses incurred	2017-12-31	$1,523,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,487,209
Expenses. Certain deemed distributions of participant loans	2017-12-31	$17,967
Value of total corrective distributions	2017-12-31	$8,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,277,021
Value of total assets at end of year	2017-12-31	$12,106,461
Value of total assets at beginning of year	2017-12-31	$10,721,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,765
Total interest from all sources	2017-12-31	$12,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$746,957
Participant contributions at end of year	2017-12-31	$329,047
Participant contributions at beginning of year	2017-12-31	$249,269
Participant contributions at end of year	2017-12-31	$9,009
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$181,652
Total non interest bearing cash at end of year	2017-12-31	$28,425
Total non interest bearing cash at beginning of year	2017-12-31	$17,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,384,521
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,106,461
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,721,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,489
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,391,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,123,669
Interest on participant loans	2017-12-31	$12,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,618,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$348,412
Employer contributions (assets) at end of year	2017-12-31	$348,412
Employer contributions (assets) at beginning of year	2017-12-31	$331,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,487,209
Contract administrator fees	2017-12-31	$8,276
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,815,771
Total of all expenses incurred	2016-12-31	$1,478,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,450,619
Expenses. Certain deemed distributions of participant loans	2016-12-31	$14,746
Value of total corrective distributions	2016-12-31	$13,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,082,509
Value of total assets at end of year	2016-12-31	$10,721,940
Value of total assets at beginning of year	2016-12-31	$10,385,112
Total interest from all sources	2016-12-31	$11,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$743,404
Participant contributions at end of year	2016-12-31	$249,269
Participant contributions at beginning of year	2016-12-31	$266,772
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,941
Other income not declared elsewhere	2016-12-31	$9,054
Total non interest bearing cash at end of year	2016-12-31	$17,838
Total non interest bearing cash at beginning of year	2016-12-31	$35,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$336,828
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,721,940
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,385,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,123,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,820,793
Interest on participant loans	2016-12-31	$11,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$712,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$331,164
Employer contributions (assets) at end of year	2016-12-31	$331,164
Employer contributions (assets) at beginning of year	2016-12-31	$262,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,450,619
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$880,522
Total of all expenses incurred	2015-12-31	$957,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$930,046
Expenses. Certain deemed distributions of participant loans	2015-12-31	$7,531
Value of total corrective distributions	2015-12-31	$19,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$970,646
Value of total assets at end of year	2015-12-31	$10,385,112
Value of total assets at beginning of year	2015-12-31	$10,461,924
Total interest from all sources	2015-12-31	$12,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$706,814
Participant contributions at end of year	2015-12-31	$266,772
Participant contributions at beginning of year	2015-12-31	$342,429
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,392
Other income not declared elsewhere	2015-12-31	$9,666
Total non interest bearing cash at end of year	2015-12-31	$35,324
Total non interest bearing cash at beginning of year	2015-12-31	$12,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-76,812
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,385,112
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,461,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,820,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,879,064
Interest on participant loans	2015-12-31	$12,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-112,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$262,440
Employer contributions (assets) at end of year	2015-12-31	$262,223
Employer contributions (assets) at beginning of year	2015-12-31	$228,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$930,046
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,494,058
Total of all expenses incurred	2014-12-31	$816,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$811,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,045,842
Value of total assets at end of year	2014-12-31	$10,461,924
Value of total assets at beginning of year	2014-12-31	$9,784,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,933
Total interest from all sources	2014-12-31	$14,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$756,532
Participant contributions at end of year	2014-12-31	$342,429
Participant contributions at beginning of year	2014-12-31	$333,334
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$61,076
Administrative expenses (other) incurred	2014-12-31	$4,933
Total non interest bearing cash at end of year	2014-12-31	$12,197
Total non interest bearing cash at beginning of year	2014-12-31	$16,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$677,831
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,461,924
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,784,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,879,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,201,631
Interest on participant loans	2014-12-31	$14,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$434,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$228,234
Employer contributions (assets) at end of year	2014-12-31	$228,234
Employer contributions (assets) at beginning of year	2014-12-31	$232,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$811,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,252,969
Total of all expenses incurred	2013-12-31	$255,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$245,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$986,092
Value of total assets at end of year	2013-12-31	$9,784,093
Value of total assets at beginning of year	2013-12-31	$7,786,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,817
Total interest from all sources	2013-12-31	$12,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$6,662
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$752,660
Participant contributions at end of year	2013-12-31	$333,334
Participant contributions at beginning of year	2013-12-31	$273,576
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$683
Administrative expenses (other) incurred	2013-12-31	$1,107
Total non interest bearing cash at end of year	2013-12-31	$16,379
Total non interest bearing cash at beginning of year	2013-12-31	$17,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,997,242
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,784,093
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,786,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,201,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,271,833
Interest on participant loans	2013-12-31	$12,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,254,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$232,749
Employer contributions (assets) at end of year	2013-12-31	$232,749
Employer contributions (assets) at beginning of year	2013-12-31	$224,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$245,910
Contract administrator fees	2013-12-31	$2,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,889,041
Total of all expenses incurred	2012-12-31	$371,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$352,757
Expenses. Certain deemed distributions of participant loans	2012-12-31	$433
Value of total corrective distributions	2012-12-31	$10,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,051,001
Value of total assets at end of year	2012-12-31	$7,786,851
Value of total assets at beginning of year	2012-12-31	$6,269,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,571
Total interest from all sources	2012-12-31	$8,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$5,425
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$746,972
Participant contributions at end of year	2012-12-31	$273,576
Participant contributions at beginning of year	2012-12-31	$184,325
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$79,991
Administrative expenses (other) incurred	2012-12-31	$61
Total non interest bearing cash at end of year	2012-12-31	$17,404
Total non interest bearing cash at beginning of year	2012-12-31	$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,517,435
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,786,851
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,269,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,271,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,884,998
Interest on participant loans	2012-12-31	$8,873
Net investment gain/loss from pooled separate accounts	2012-12-31	$829,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$224,038
Employer contributions (assets) at end of year	2012-12-31	$224,038
Employer contributions (assets) at beginning of year	2012-12-31	$197,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$352,757
Contract administrator fees	2012-12-31	$2,085
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN	2012-12-31	263195732
2011 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$820,109
Total of all expenses incurred	2011-12-31	$222,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$187,968
Expenses. Certain deemed distributions of participant loans	2011-12-31	$1,037
Value of total corrective distributions	2011-12-31	$22,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$943,697
Value of total assets at end of year	2011-12-31	$6,269,416
Value of total assets at beginning of year	2011-12-31	$5,671,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,620
Total interest from all sources	2011-12-31	$7,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$8,450
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$714,185
Participant contributions at end of year	2011-12-31	$184,325
Participant contributions at beginning of year	2011-12-31	$162,235
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$31,669
Administrative expenses (other) incurred	2011-12-31	$8
Total non interest bearing cash at end of year	2011-12-31	$2,250
Total non interest bearing cash at beginning of year	2011-12-31	$5,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$598,090
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,269,416
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,671,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,884,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,352,084
Interest on participant loans	2011-12-31	$7,758
Net investment gain/loss from pooled separate accounts	2011-12-31	$-131,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$197,843
Employer contributions (assets) at end of year	2011-12-31	$197,843
Employer contributions (assets) at beginning of year	2011-12-31	$151,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$187,968
Contract administrator fees	2011-12-31	$2,162
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN	2011-12-31	263195732
2010 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,410,176
Total of all expenses incurred	2010-12-31	$598,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$582,590
Expenses. Certain deemed distributions of participant loans	2010-12-31	$1,945
Value of total corrective distributions	2010-12-31	$5,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$796,321
Value of total assets at end of year	2010-12-31	$5,671,326
Value of total assets at beginning of year	2010-12-31	$4,859,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,650
Total interest from all sources	2010-12-31	$6,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$6,925
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$644,448
Participant contributions at end of year	2010-12-31	$162,235
Participant contributions at beginning of year	2010-12-31	$141,001
Total non interest bearing cash at end of year	2010-12-31	$5,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$811,496
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,671,326
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,859,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,352,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,571,943
Interest on participant loans	2010-12-31	$6,918
Net investment gain/loss from pooled separate accounts	2010-12-31	$606,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$151,873
Employer contributions (assets) at end of year	2010-12-31	$151,873
Employer contributions (assets) at beginning of year	2010-12-31	$146,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$582,590
Contract administrator fees	2010-12-31	$1,725
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN	2010-12-31	263195732
2009 : AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN

2022: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19254

Policy instance

Insurance contract or identification number	19254
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-28
Total amount of commissions paid to insurance broker	USD $5,798
Total amount of fees paid to insurance company	USD $4,195
Other welfare benefits provided	GROUP ANNUITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,798
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Amount paid for insurance broker fees	4195

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19254

Policy instance

Insurance contract or identification number	19254
Number of Individuals Covered	306
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,508
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5508
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19254

Policy instance

Insurance contract or identification number	19254
Number of Individuals Covered	296
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6968
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	NEWPORT GROUP, INC.

Potentially related plans

AMERICAN QUARTER HORSE ASSOCIATION EMPLOYEE PENSION PLAN [EIN = 750722576]

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See full terms and conditions

Company Name:	AMERICAN QUARTER HORSE ASSOCIATION
Employer identification number (EIN):	750725576
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1940-04-17
Company Identification Number:	0007697201
Legal Registered Office Address:	PO BOX 200 AMARILLO United States of America (USA) 79168