401k Plan data: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN plan

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 401k Plan overview

Plan Name	AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN
Plan identification number	002

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Employer identification number (EIN): 130432265

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

Additional information about AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1999-03-26

Company Identification Number: 0012581307

Legal Registered Office Address: 220 LEIGH FARM RD

DURHAM
United States of America (USA)
27707

More information about AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-08-01 TIMOTHY LASPALUTO
002 2015-08-01 TIMOTHY LASPALUTO
002 2015-01-01 ANTHONY PUGLIESE
002 2014-01-01 ANTHONY PUGLIESE
002 2013-01-01 ANTHONY PUGLIESE
002 2012-01-01 ANTHONY J. PUGLIESE
002 2011-01-01 ANTHONY J PUGLIESE
002 2009-01-01 ANTHONY J. PUGLIESE

Plan id#	Filing Submission Date	Name of Administrator
002	2016-08-01	TIMOTHY LASPALUTO
002	2015-08-01	TIMOTHY LASPALUTO
002	2015-01-01	ANTHONY PUGLIESE
002	2014-01-01	ANTHONY PUGLIESE
002	2013-01-01	ANTHONY PUGLIESE
002	2012-01-01	ANTHONY J. PUGLIESE
002	2011-01-01	ANTHONY J PUGLIESE
002	2009-01-01	ANTHONY J. PUGLIESE

Plan Statistics for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN

401k plan membership statisitcs for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN

Measure Date Value
2016: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 1,131
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 835
Number of retired or separated participants receiving benefits 2016-08-01 0
Number of other retired or separated participants entitled to future benefits 2016-08-01 301
Total of all active and inactive participants 2016-08-01 1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 4
Total participants 2016-08-01 1,140
Number of participants with account balances 2016-08-01 1,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 20
2015: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 1,089
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 840
Number of retired or separated participants receiving benefits 2015-08-01 0
Number of other retired or separated participants entitled to future benefits 2015-08-01 287
Total of all active and inactive participants 2015-08-01 1,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 4
Total participants 2015-08-01 1,131
Number of participants with account balances 2015-08-01 1,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 47
Total participants, beginning-of-year 2015-01-01 1,076
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 786
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 299
Total of all active and inactive participants 2015-01-01 1,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 1,089
Number of participants with account balances 2015-01-01 1,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 33
2014: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,011
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 773
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 299
Total of all active and inactive participants 2014-01-01 1,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 1,076
Number of participants with account balances 2014-01-01 1,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 62
2013: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,015
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 719
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 288
Total of all active and inactive participants 2013-01-01 1,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 1,011
Number of participants with account balances 2013-01-01 1,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 69
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 983
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 711
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 301
Total of all active and inactive participants 2012-01-01 1,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 1,015
Number of participants with account balances 2012-01-01 1,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 61
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 971
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 676
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 304
Total of all active and inactive participants 2011-01-01 980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 983
Number of participants with account balances 2011-01-01 983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 37
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 995
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 663
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 289
Total of all active and inactive participants 2009-01-01 952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 952
Number of participants with account balances 2009-01-01 950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 47

Measure	Date	Value
2016: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	1,131
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	835
Number of retired or separated participants receiving benefits	2016-08-01	0
Number of other retired or separated participants entitled to future benefits	2016-08-01	301
Total of all active and inactive participants	2016-08-01	1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	4
Total participants	2016-08-01	1,140
Number of participants with account balances	2016-08-01	1,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	20
2015: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	1,089
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	840
Number of retired or separated participants receiving benefits	2015-08-01	0
Number of other retired or separated participants entitled to future benefits	2015-08-01	287
Total of all active and inactive participants	2015-08-01	1,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	4
Total participants	2015-08-01	1,131
Number of participants with account balances	2015-08-01	1,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	47
Total participants, beginning-of-year	2015-01-01	1,076
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	786
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	299
Total of all active and inactive participants	2015-01-01	1,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	1,089
Number of participants with account balances	2015-01-01	1,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	33
2014: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,011
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	773
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	299
Total of all active and inactive participants	2014-01-01	1,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	1,076
Number of participants with account balances	2014-01-01	1,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	62
2013: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,015
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	719
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	288
Total of all active and inactive participants	2013-01-01	1,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	1,011
Number of participants with account balances	2013-01-01	1,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	69
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	983
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	711
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	301
Total of all active and inactive participants	2012-01-01	1,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,015
Number of participants with account balances	2012-01-01	1,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	61
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	971
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	676
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	304
Total of all active and inactive participants	2011-01-01	980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	983
Number of participants with account balances	2011-01-01	983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	37
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	995
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	663
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	289
Total of all active and inactive participants	2009-01-01	952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	952
Number of participants with account balances	2009-01-01	950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	47

Financial Data on AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN

Measure	Date	Value
2016 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$0
Total income from all sources (including contributions)	2016-12-31	$9,360,538
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,033,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,004,786
Value of total corrective distributions	2016-12-31	$2,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,579,032
Value of total assets at end of year	2016-12-31	$141,788,648
Value of total assets at beginning of year	2016-12-31	$134,461,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$25,853
Total interest from all sources	2016-12-31	$28,151
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,549,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,549,184
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,514,327
Participant contributions at end of year	2016-12-31	$1,496,097
Participant contributions at beginning of year	2016-12-31	$1,564,124
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$276,184
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,519,542
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$3,408,225
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$142,796
Other income not declared elsewhere	2016-12-31	$81,605
Administrative expenses (other) incurred	2016-12-31	$25,853
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	$7,327,514
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$141,788,648
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$134,461,134
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
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$8,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$103,035,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$98,931,913
Interest on participant loans	2016-12-31	$28,151
Value of interest in common/collective trusts at end of year	2016-12-31	$33,349,085
Value of interest in common/collective trusts at beginning of year	2016-12-31	$28,978,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$675,249
Net investment gain or loss from common/collective trusts	2016-12-31	$1,447,317
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	$1,921,909
Employer contributions (assets) at end of year	2016-12-31	$388,755
Employer contributions (assets) at beginning of year	2016-12-31	$1,293,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,004,786
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	COHNREZNICK
Accountancy firm EIN	2016-12-31	221478099
Total unrealized appreciation/depreciation of assets	2016-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-31	$0
Total income from all sources (including contributions)	2016-07-31	$15,695,964
Total loss/gain on sale of assets	2016-07-31	$0
Total of all expenses incurred	2016-07-31	$7,301,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-07-31	$7,266,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-07-31	$12,228,834
Value of total assets at end of year	2016-07-31	$134,461,134
Value of total assets at beginning of year	2016-07-31	$126,066,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-07-31	$34,532
Total interest from all sources	2016-07-31	$54,170
Total dividends received (eg from common stock, registered investment company shares)	2016-07-31	$3,976,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-07-31	$3,976,898
Was this plan covered by a fidelity bond	2016-07-31	Yes
Value of fidelity bond cover	2016-07-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-07-31	No
Contributions received from participants	2016-07-31	$6,528,306
Participant contributions at end of year	2016-07-31	$1,564,124
Participant contributions at beginning of year	2016-07-31	$1,452,399
Participant contributions at end of year	2016-07-31	$276,184
Participant contributions at beginning of year	2016-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-07-31	$3,408,225
Assets. Other investments not covered elsewhere at beginning of year	2016-07-31	$3,153,268
Income. Received or receivable in cash from other sources (including rollovers)	2016-07-31	$828,600
Other income not declared elsewhere	2016-07-31	$18,488
Administrative expenses (other) incurred	2016-07-31	$34,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-07-31	No
Value of net income/loss	2016-07-31	$8,394,703
Value of net assets at end of year (total assets less liabilities)	2016-07-31	$134,461,134
Value of net assets at beginning of year (total assets less liabilities)	2016-07-31	$126,066,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-07-31	No
Were any leases to which the plan was party in default or uncollectible	2016-07-31	No
Assets. partnership/joint venture interests at end of year	2016-07-31	$8,664
Assets. partnership/joint venture interests at beginning of year	2016-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-07-31	$98,931,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-07-31	$95,303,429
Interest on participant loans	2016-07-31	$54,170
Value of interest in common/collective trusts at end of year	2016-07-31	$28,978,090
Value of interest in common/collective trusts at beginning of year	2016-07-31	$25,259,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-07-31	$-1,061,273
Net investment gain or loss from common/collective trusts	2016-07-31	$478,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-07-31	No
Was there a failure to transmit to the plan any participant contributions	2016-07-31	No
Has the plan failed to provide any benefit when due under the plan	2016-07-31	No
Contributions received in cash from employer	2016-07-31	$4,871,928
Employer contributions (assets) at end of year	2016-07-31	$1,293,934
Employer contributions (assets) at beginning of year	2016-07-31	$897,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-07-31	$7,266,729
Did the plan have assets held for investment	2016-07-31	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	2016-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-07-31	No
Opinion of an independent qualified public accountant for this plan	2016-07-31	Unqualified
Accountancy firm name	2016-07-31	COHNREZNICK
Accountancy firm EIN	2016-07-31	221478099
2015 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total income from all sources (including contributions)	2015-07-31	$11,020,763
Total loss/gain on sale of assets	2015-07-31	$0
Total of all expenses incurred	2015-07-31	$5,762,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-07-31	$5,752,914
Value of total corrective distributions	2015-07-31	$961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-07-31	$7,628,975
Value of total assets at end of year	2015-07-31	$126,066,431
Value of total assets at beginning of year	2015-07-31	$120,808,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-07-31	$8,838
Total interest from all sources	2015-07-31	$31,121
Total dividends received (eg from common stock, registered investment company shares)	2015-07-31	$676,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-07-31	$676,398
Was this plan covered by a fidelity bond	2015-07-31	Yes
Value of fidelity bond cover	2015-07-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-07-31	No
Contributions received from participants	2015-07-31	$3,824,212
Participant contributions at end of year	2015-07-31	$1,452,399
Participant contributions at beginning of year	2015-07-31	$1,323,380
Assets. Other investments not covered elsewhere at end of year	2015-07-31	$3,153,268
Assets. Other investments not covered elsewhere at beginning of year	2015-07-31	$2,927,146
Income. Received or receivable in cash from other sources (including rollovers)	2015-07-31	$819,694
Other income not declared elsewhere	2015-07-31	$18,885
Administrative expenses (other) incurred	2015-07-31	$8,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Value of net income/loss	2015-07-31	$5,258,050
Value of net assets at end of year (total assets less liabilities)	2015-07-31	$126,066,431
Value of net assets at beginning of year (total assets less liabilities)	2015-07-31	$120,808,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-07-31	No
Were any leases to which the plan was party in default or uncollectible	2015-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-07-31	$95,303,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-07-31	$91,905,697
Interest on participant loans	2015-07-31	$31,121
Value of interest in common/collective trusts at end of year	2015-07-31	$25,259,419
Value of interest in common/collective trusts at beginning of year	2015-07-31	$23,588,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-07-31	$2,222,062
Net investment gain or loss from common/collective trusts	2015-07-31	$443,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-07-31	No
Was there a failure to transmit to the plan any participant contributions	2015-07-31	No
Has the plan failed to provide any benefit when due under the plan	2015-07-31	No
Contributions received in cash from employer	2015-07-31	$2,985,069
Employer contributions (assets) at end of year	2015-07-31	$897,916
Employer contributions (assets) at beginning of year	2015-07-31	$1,063,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-07-31	$5,752,914
Did the plan have assets held for investment	2015-07-31	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	2015-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-07-31	No
Opinion of an independent qualified public accountant for this plan	2015-07-31	Unqualified
Accountancy firm name	2015-07-31	COHNREZNICK
Accountancy firm EIN	2015-07-31	221478099
2014 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$18,817,707
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,174,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,147,982
Value of total corrective distributions	2014-12-31	$13,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$10,216,122
Value of total assets at end of year	2014-12-31	$120,808,381
Value of total assets at beginning of year	2014-12-31	$109,165,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,212
Total interest from all sources	2014-12-31	$50,068
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,666,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,666,109
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,484,211
Participant contributions at end of year	2014-12-31	$1,323,380
Participant contributions at beginning of year	2014-12-31	$1,258,471
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$4,347
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,927,146
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,395,445
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$463,186
Other income not declared elsewhere	2014-12-31	$43,562
Administrative expenses (other) incurred	2014-12-31	$13,212
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	$11,643,262
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$120,808,381
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$109,165,119
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	$91,905,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$84,114,857
Interest on participant loans	2014-12-31	$50,068
Value of interest in common/collective trusts at end of year	2014-12-31	$23,588,877
Value of interest in common/collective trusts at beginning of year	2014-12-31	$21,320,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,624,411
Net investment gain or loss from common/collective trusts	2014-12-31	$1,217,435
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	Yes
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	$4,268,725
Employer contributions (assets) at end of year	2014-12-31	$1,063,281
Employer contributions (assets) at beginning of year	2014-12-31	$71,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,147,982
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	Unqualified
Accountancy firm name	2014-12-31	COHNREZNICK
Accountancy firm EIN	2014-12-31	221478099
2013 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$27,289,397
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$8,546,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,531,465
Value of total corrective distributions	2013-12-31	$2,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$8,501,521
Value of total assets at end of year	2013-12-31	$109,165,119
Value of total assets at beginning of year	2013-12-31	$90,422,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,923
Total interest from all sources	2013-12-31	$44,752
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,536,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,536,279
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$5,161,353
Participant contributions at end of year	2013-12-31	$1,258,471
Participant contributions at beginning of year	2013-12-31	$1,190,353
Participant contributions at end of year	2013-12-31	$4,347
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,395,445
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$2,391,253
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$435,892
Other income not declared elsewhere	2013-12-31	$353,489
Administrative expenses (other) incurred	2013-12-31	$12,923
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	$18,742,659
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$109,165,119
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$90,422,460
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	$84,114,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$69,801,809
Interest on participant loans	2013-12-31	$44,752
Value of interest in common/collective trusts at end of year	2013-12-31	$21,320,419
Value of interest in common/collective trusts at beginning of year	2013-12-31	$16,971,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,994,762
Net investment gain or loss from common/collective trusts	2013-12-31	$2,858,594
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	Yes
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	$2,904,276
Employer contributions (assets) at end of year	2013-12-31	$71,580
Employer contributions (assets) at beginning of year	2013-12-31	$67,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,531,465
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	COHNREZNICK
Accountancy firm EIN	2013-12-31	221478099
2012 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$17,614,023
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$9,286,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$9,272,592
Value of total corrective distributions	2012-12-31	$635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,464,640
Value of total assets at end of year	2012-12-31	$90,422,460
Value of total assets at beginning of year	2012-12-31	$82,094,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,812
Total interest from all sources	2012-12-31	$43,086
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,737,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,737,238
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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	$4,768,843
Participant contributions at end of year	2012-12-31	$1,190,353
Participant contributions at beginning of year	2012-12-31	$1,104,963
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$2,391,253
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,533,316
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$259,819
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$5,543
Other income not declared elsewhere	2012-12-31	$165,167
Administrative expenses (other) incurred	2012-12-31	$12,812
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	$8,327,984
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$90,422,460
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$82,094,476
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	$69,801,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$62,872,602
Interest on participant loans	2012-12-31	$43,086
Value of interest in common/collective trusts at end of year	2012-12-31	$16,971,792
Value of interest in common/collective trusts at beginning of year	2012-12-31	$16,491,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,813,435
Net investment gain or loss from common/collective trusts	2012-12-31	$1,390,457
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	Yes
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	$2,435,978
Employer contributions (assets) at end of year	2012-12-31	$67,253
Employer contributions (assets) at beginning of year	2012-12-31	$86,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$9,272,592
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	COHNREZNICK
Accountancy firm EIN	2012-12-31	221478099
2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$5,742,108
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,591,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,579,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,352,919
Value of total assets at end of year	2011-12-31	$82,094,476
Value of total assets at beginning of year	2011-12-31	$80,944,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,100
Total interest from all sources	2011-12-31	$40,211
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,743,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,743,799
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
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	$4,673,426
Participant contributions at end of year	2011-12-31	$1,104,963
Participant contributions at beginning of year	2011-12-31	$780,969
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,533,316
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$520,689
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$264,191
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$5,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$5,006
Administrative expenses (other) incurred	2011-12-31	$12,100
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	$1,150,335
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$82,094,476
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$80,944,141
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	$62,872,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$63,347,167
Interest on participant loans	2011-12-31	$40,211
Value of interest in common/collective trusts at end of year	2011-12-31	$16,491,221
Value of interest in common/collective trusts at beginning of year	2011-12-31	$15,491,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,608,849
Net investment gain or loss from common/collective trusts	2011-12-31	$214,028
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	$2,415,302
Employer contributions (assets) at end of year	2011-12-31	$86,831
Employer contributions (assets) at beginning of year	2011-12-31	$798,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,579,673
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	J.H. COHN
Accountancy firm EIN	2011-12-31	221478099
2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$17,128,344
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$5,019,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,008,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,800,111
Value of total assets at end of year	2010-12-31	$80,944,141
Value of total assets at beginning of year	2010-12-31	$68,835,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,940
Total interest from all sources	2010-12-31	$35,712
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,522,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,522,346
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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	$4,462,780
Participant contributions at end of year	2010-12-31	$780,969
Participant contributions at beginning of year	2010-12-31	$725,716
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$520,689
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$466,873
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$325,379
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$5,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$2,811
Other income not declared elsewhere	2010-12-31	$61,760
Administrative expenses (other) incurred	2010-12-31	$10,940
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	$12,108,667
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$80,944,141
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$68,835,474
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	$63,347,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$53,139,561
Interest on participant loans	2010-12-31	$35,712
Value of interest in common/collective trusts at end of year	2010-12-31	$15,491,754
Value of interest in common/collective trusts at beginning of year	2010-12-31	$13,739,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$7,640,395
Net investment gain or loss from common/collective trusts	2010-12-31	$1,068,020
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	Yes
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	$2,011,952
Employer contributions (assets) at end of year	2010-12-31	$798,556
Employer contributions (assets) at beginning of year	2010-12-31	$760,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,008,737
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	J.H. COHN
Accountancy firm EIN	2010-12-31	221478099
2009 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS 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 INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN

2016: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):	130432265
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1999-03-26
Company Identification Number:	0012581307
Legal Registered Office Address:	220 LEIGH FARM RD DURHAM United States of America (USA) 27707