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AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN
Plan identification number 002

AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

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

Company Name:AMERICAN HUMANE ASSOCIATION
Employer identification number (EIN):840432950
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MELISSA SANOFF2024-10-08
0022022-01-01MALIZA ARIZA2023-10-12
0022021-01-01ANGIE KRUEGER2022-09-28
0022020-01-01
0022019-01-01
0022017-01-01CLIFFORD ROSE
0022016-01-01CLIFFORD ROSE
0022015-01-01CLIFFORD ROSE
0022014-01-01CLIFFORD ROSE
0022013-01-01CLIFFORD ROSE
0022012-01-01CLIFFORD ROSE
0022011-01-01CLIFFORD ROSE
0022009-01-01DALE AUSTIN DALE AUSTIN2010-10-13

Plan Statistics for AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN

Measure Date Value
2025: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-24121
Total number of particpants at end of year2025-09-24143
Number of Participants With Account Balances2025-09-24125
2024: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-08118
Total number of particpants at end of year2024-10-08121
Number of Participants With Account Balances2024-10-08101
2020: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01102
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0195
Number of participants with account balances2020-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01102
Total number of active participants reported on line 7a of the Form 55002019-01-0176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01101
Number of participants with account balances2019-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2017: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-0178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01100
Number of participants with account balances2017-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0198
Total number of active participants reported on line 7a of the Form 55002016-01-0181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01103
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0198
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01111
Total number of active participants reported on line 7a of the Form 55002014-01-0175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01119
Number of participants with account balances2014-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-0163
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01156
Total number of active participants reported on line 7a of the Form 55002012-01-0177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01129
Number of participants with account balances2012-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01191
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01156
Total participants2011-01-01156
Number of participants with account balances2011-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01176
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01182
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN

Measure Date Value
2025 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-24393890
Net assets as of the end of the plan year2025-09-249893403
Total assets as of the beginning of the plan year2025-09-247437854
Value of plan covered by a fidelity bond2025-09-247500000
Participant contributions to plan in this plan year2025-09-24856424
Value of participant loans at end of plan year2025-09-24117316
Other contributions to plan in this plan year2025-09-24429912
Other income to plan in this plan year2025-09-241196318
Plan net income in this plan year2025-09-242455549
Net assets as of the end of the plan year2025-09-249893403
Net assets as of the beginning of the plan year2025-09-247437854
Employer contributions to plan in this plan year2025-09-24366785
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2427333
2024 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-08423570
Net assets as of the end of the plan year2024-10-087437854
Total assets as of the beginning of the plan year2024-10-085747159
Value of plan covered by a fidelity bond2024-10-087500000
Participant contributions to plan in this plan year2024-10-08659831
Value of participant loans at end of plan year2024-10-0854290
Other contributions to plan in this plan year2024-10-0882293
Other income to plan in this plan year2024-10-081081351
Plan net income in this plan year2024-10-081690695
Net assets as of the end of the plan year2024-10-087437854
Net assets as of the beginning of the plan year2024-10-085747159
Employer contributions to plan in this plan year2024-10-08290790
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0818953
2020 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,470,303
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$322,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$304,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$635,730
Value of total assets at end of year2020-12-31$5,398,542
Value of total assets at beginning of year2020-12-31$4,250,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,138
Total interest from all sources2020-12-31$4,066
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$112,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$112,251
Administrative expenses professional fees incurred2020-12-31$3,250
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$449,806
Participant contributions at end of year2020-12-31$47,811
Participant contributions at beginning of year2020-12-31$65,266
Participant contributions at end of year2020-12-31$41,178
Participant contributions at beginning of year2020-12-31$33,506
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,632
Administrative expenses (other) incurred2020-12-31$563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,148,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,398,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,250,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,174,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,036,142
Value of interest in pooled separate accounts at end of year2020-12-31$126,045
Value of interest in pooled separate accounts at beginning of year2020-12-31$103,429
Interest on participant loans2020-12-31$4,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$693,624
Net investment gain/loss from pooled separate accounts2020-12-31$24,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$171,292
Employer contributions (assets) at end of year2020-12-31$8,913
Employer contributions (assets) at beginning of year2020-12-31$11,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$304,961
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CALIBRE CPA GROUP
Accountancy firm EIN2020-12-31470900880
2019 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,380,809
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$382,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$366,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$590,910
Value of total assets at end of year2019-12-31$4,250,338
Value of total assets at beginning of year2019-12-31$3,252,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,839
Total interest from all sources2019-12-31$2,149
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$99,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$99,463
Administrative expenses professional fees incurred2019-12-31$3,300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$434,701
Participant contributions at end of year2019-12-31$65,266
Participant contributions at beginning of year2019-12-31$22,448
Participant contributions at end of year2019-12-31$33,506
Participant contributions at beginning of year2019-12-31$18,765
Administrative expenses (other) incurred2019-12-31$683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$998,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,250,338
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,252,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,036,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,108,079
Value of interest in pooled separate accounts at end of year2019-12-31$103,429
Value of interest in pooled separate accounts at beginning of year2019-12-31$95,779
Interest on participant loans2019-12-31$2,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$662,490
Net investment gain/loss from pooled separate accounts2019-12-31$25,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$156,209
Employer contributions (assets) at end of year2019-12-31$11,995
Employer contributions (assets) at beginning of year2019-12-31$6,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$366,661
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CALIBRE CPA GROUP
Accountancy firm EIN2019-12-31470900880
2018 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$357,090
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$200,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$186,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$566,028
Value of total assets at end of year2018-12-31$3,252,029
Value of total assets at beginning of year2018-12-31$3,095,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,005
Total interest from all sources2018-12-31$1,551
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$94,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$94,543
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$406,144
Participant contributions at end of year2018-12-31$22,448
Participant contributions at beginning of year2018-12-31$25,881
Participant contributions at end of year2018-12-31$18,765
Participant contributions at beginning of year2018-12-31$15,081
Administrative expenses (other) incurred2018-12-31$6,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$156,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,252,029
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,095,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,108,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,947,179
Value of interest in pooled separate accounts at end of year2018-12-31$95,779
Value of interest in pooled separate accounts at beginning of year2018-12-31$101,729
Interest on participant loans2018-12-31$1,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-299,082
Net investment gain/loss from pooled separate accounts2018-12-31$-5,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$159,884
Employer contributions (assets) at end of year2018-12-31$6,958
Employer contributions (assets) at beginning of year2018-12-31$5,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$186,830
Contract administrator fees2018-12-31$1,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CALIBRE CPA GROUP
Accountancy firm EIN2018-12-31470900880
2017 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$902,494
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$111,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$96,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$509,934
Value of total assets at end of year2017-12-31$3,095,774
Value of total assets at beginning of year2017-12-31$2,304,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,247
Total interest from all sources2017-12-31$1,672
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$372,038
Participant contributions at end of year2017-12-31$25,881
Participant contributions at beginning of year2017-12-31$35,680
Participant contributions at end of year2017-12-31$15,081
Participant contributions at beginning of year2017-12-31$12,402
Administrative expenses (other) incurred2017-12-31$12,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$791,025
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,095,774
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,304,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,947,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,145,447
Value of interest in pooled separate accounts at end of year2017-12-31$101,729
Value of interest in pooled separate accounts at beginning of year2017-12-31$106,510
Interest on participant loans2017-12-31$1,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$370,511
Net investment gain/loss from pooled separate accounts2017-12-31$20,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$137,896
Employer contributions (assets) at end of year2017-12-31$5,904
Employer contributions (assets) at beginning of year2017-12-31$4,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,222
Contract administrator fees2017-12-31$1,045
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CALIBRE CPA GROUP
Accountancy firm EIN2017-12-31470900880
2016 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,140
Total income from all sources (including contributions)2016-12-31$1,272,057
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$295,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$295,017
Value of total corrective distributions2016-12-31$289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,118,340
Value of total assets at end of year2016-12-31$2,304,749
Value of total assets at beginning of year2016-12-31$1,330,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,440
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$310,338
Participant contributions at end of year2016-12-31$35,680
Participant contributions at beginning of year2016-12-31$20,882
Participant contributions at end of year2016-12-31$12,402
Participant contributions at beginning of year2016-12-31$9,107
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$731,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$976,751
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,304,749
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,327,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,145,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$106,510
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$1,440
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,300,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$76,808
Employer contributions (assets) at end of year2016-12-31$4,710
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$295,017
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CALIBRE CPA GROUP
Accountancy firm EIN2016-12-31470900880
2015 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$248,593
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,435,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,435,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$266,040
Value of total assets at end of year2015-12-31$1,330,138
Value of total assets at beginning of year2015-12-31$2,514,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,341
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$266,040
Participant contributions at end of year2015-12-31$20,882
Participant contributions at beginning of year2015-12-31$23,225
Participant contributions at end of year2015-12-31$9,107
Participant contributions at beginning of year2015-12-31$11,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,186,905
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,327,998
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,514,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$1,341
Value of interest in master investment trust accounts at end of year2015-12-31$1,300,149
Value of interest in master investment trust accounts at beginning of year2015-12-31$2,480,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,435,498
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CALIBRE CPA GROUP
Accountancy firm EIN2015-12-31470900880
2014 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$374,808
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$324,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$324,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$245,903
Value of total assets at end of year2014-12-31$2,514,903
Value of total assets at beginning of year2014-12-31$2,464,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,909
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$245,903
Participant contributions at end of year2014-12-31$23,225
Participant contributions at beginning of year2014-12-31$28,815
Participant contributions at end of year2014-12-31$11,591
Participant contributions at beginning of year2014-12-31$8,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$50,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,514,903
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,464,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$1,909
Value of interest in master investment trust accounts at end of year2014-12-31$2,480,087
Value of interest in master investment trust accounts at beginning of year2014-12-31$2,426,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$324,382
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CALIBRE CPA GROUP
Accountancy firm EIN2014-12-31470900880
2013 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$591,743
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$232,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$232,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$199,335
Value of total assets at end of year2013-12-31$2,464,477
Value of total assets at beginning of year2013-12-31$2,104,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,396
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$199,335
Participant contributions at end of year2013-12-31$28,815
Participant contributions at beginning of year2013-12-31$34,958
Participant contributions at end of year2013-12-31$8,804
Participant contributions at beginning of year2013-12-31$6,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$359,685
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,464,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,104,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$1,396
Value of interest in master investment trust accounts at end of year2013-12-31$2,426,858
Value of interest in master investment trust accounts at beginning of year2013-12-31$2,062,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$232,058
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CALIBRE CPA GROUP
Accountancy firm EIN2013-12-31470900880
2012 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$495,222
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$570,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$570,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$272,183
Value of total assets at end of year2012-12-31$2,104,792
Value of total assets at beginning of year2012-12-31$2,180,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,387
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$262,225
Participant contributions at end of year2012-12-31$34,958
Participant contributions at beginning of year2012-12-31$15,152
Participant contributions at end of year2012-12-31$6,831
Participant contributions at beginning of year2012-12-31$16,898
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-75,627
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,104,792
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,180,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$1,387
Value of interest in master investment trust accounts at end of year2012-12-31$2,062,880
Value of interest in master investment trust accounts at beginning of year2012-12-31$2,148,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$570,849
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CALIBRE CPA GROUP
Accountancy firm EIN2012-12-31470900880
2011 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$284,402
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$615,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$615,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$390,913
Value of total assets at end of year2011-12-31$2,180,419
Value of total assets at beginning of year2011-12-31$2,511,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$939
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$390,913
Participant contributions at end of year2011-12-31$15,152
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$16,898
Participant contributions at beginning of year2011-12-31$20,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$33
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-330,860
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,180,419
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,511,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$939
Value of interest in master investment trust accounts at end of year2011-12-31$2,148,336
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,490,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$615,262
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CALIBRE CPA GROUP
Accountancy firm EIN2011-12-31470900880
2010 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$724,463
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$627,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$613,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$442,389
Value of total assets at end of year2010-12-31$2,511,279
Value of total assets at beginning of year2010-12-31$2,414,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,059
Total interest from all sources2010-12-31$1,278
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$442,389
Participant contributions at end of year2010-12-31$20,670
Participant contributions at beginning of year2010-12-31$25,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$50
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$110
Administrative expenses (other) incurred2010-12-31$10,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$96,870
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,511,279
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,414,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,764
Interest on participant loans2010-12-31$1,278
Value of interest in master investment trust accounts at end of year2010-12-31$2,490,559
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,388,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$613,534
Contract administrator fees2010-12-31$1,218
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2010-12-31208019714
2009 : AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$1

Form 5500 Responses for AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN

2020: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN HUMANE ASSOCIATION SECTION 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93384-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93384-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93384-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93384-01
Policy instance 1

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