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AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 401k Plan overview

Plan NameAMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN
Plan identification number 001

AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN Benefits

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

401k Sponsoring company profile

AMERICAN FEDERATION FOR AGING RESEARCH has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FEDERATION FOR AGING RESEARCH
Employer identification number (EIN):133045282
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 FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHANIE LEDERMAN2024-06-30 STEPHANIE LEDERMAN2024-06-30
0012022-01-01STEPHANIE LEDERMAN2023-07-03 STEPHANIE LEDERMAN2023-07-03
0012021-01-01STEPHANIE LEDERMAN2022-05-02 STEPHANIE LEDERMAN2022-05-02
0012020-01-01RIKI BLUM2022-01-28 RIKI BLUM2022-01-28
0012019-01-01STEPHANIE LEDERMAN2020-09-22
0012018-01-01STEPHANIE LEDERMAN2019-07-22
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01STEPHANIE LEDERMAN
0012011-01-01STEPHANIE LEDERMAN
0012010-01-01STEPHANIE LEDERMAN
0012009-01-01STEPHANIE LEDERMAN

Plan Statistics for AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN

401k plan membership statisitcs for AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN

Measure Date Value
2019: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0115
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
2018: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0114
Total participants2018-01-0114
Number of participants with account balances2018-01-0114
2017: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0114
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
2016: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0116
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
2015: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0116
Total participants2015-01-0116
Number of participants with account balances2015-01-0115
2014: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0113
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
2013: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0116
Total participants2013-01-0116
Number of participants with account balances2013-01-0115
2012: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Total of all active and inactive participants2012-01-0117
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
2011: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Total of all active and inactive participants2011-01-0118
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
2010: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Total of all active and inactive participants2010-01-0113
Total participants2010-01-0113
Number of participants with account balances2010-01-0113
2009: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Total of all active and inactive participants2009-01-0113
Total participants2009-01-0113
Number of participants with account balances2009-01-0113

Financial Data on AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN

Measure Date Value
2019 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$701,598
Expenses. Total of all expenses incurred2019-12-31$67,346
Benefits paid (including direct rollovers)2019-12-31$67,346
Total plan assets at end of year2019-12-31$3,725,902
Total plan assets at beginning of year2019-12-31$3,091,650
Total contributions received or receivable from participants2019-12-31$95,474
Other income received2019-12-31$534,995
Net income (gross income less expenses)2019-12-31$634,252
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,725,902
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,091,650
Total contributions received or receivable from employer(s)2019-12-31$71,129
2018 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$41,001
Expenses. Total of all expenses incurred2018-12-31$43,451
Benefits paid (including direct rollovers)2018-12-31$43,451
Total plan assets at end of year2018-12-31$3,091,650
Total plan assets at beginning of year2018-12-31$3,094,100
Total contributions received or receivable from participants2018-12-31$75,700
Other income received2018-12-31$-135,012
Net income (gross income less expenses)2018-12-31$-2,450
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,091,650
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,094,100
Total contributions received or receivable from employer(s)2018-12-31$100,313
2017 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$588,620
Expenses. Total of all expenses incurred2017-12-31$59,880
Benefits paid (including direct rollovers)2017-12-31$59,880
Total plan assets at end of year2017-12-31$3,094,100
Total plan assets at beginning of year2017-12-31$2,565,360
Total contributions received or receivable from participants2017-12-31$119,604
Other income received2017-12-31$376,495
Net income (gross income less expenses)2017-12-31$528,740
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,094,100
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,565,360
Total contributions received or receivable from employer(s)2017-12-31$92,521
2016 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$295,994
Expenses. Total of all expenses incurred2016-12-31$966
Benefits paid (including direct rollovers)2016-12-31$966
Total plan assets at end of year2016-12-31$2,565,360
Total plan assets at beginning of year2016-12-31$2,270,332
Total contributions received or receivable from participants2016-12-31$93,488
Other income received2016-12-31$140,571
Net income (gross income less expenses)2016-12-31$295,028
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,565,360
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,270,332
Total contributions received or receivable from employer(s)2016-12-31$61,935
2015 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$185,568
Expenses. Total of all expenses incurred2015-12-31$950
Benefits paid (including direct rollovers)2015-12-31$950
Total plan assets at end of year2015-12-31$2,270,332
Total plan assets at beginning of year2015-12-31$2,085,714
Total contributions received or receivable from participants2015-12-31$108,836
Other income received2015-12-31$21,714
Net income (gross income less expenses)2015-12-31$184,618
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,270,332
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,085,714
Total contributions received or receivable from employer(s)2015-12-31$55,018
2014 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$280,534
Expenses. Total of all expenses incurred2014-12-31$95,015
Benefits paid (including direct rollovers)2014-12-31$95,015
Total plan assets at end of year2014-12-31$2,085,714
Total plan assets at beginning of year2014-12-31$1,900,195
Total contributions received or receivable from participants2014-12-31$122,038
Other income received2014-12-31$107,300
Net income (gross income less expenses)2014-12-31$185,519
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,085,714
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,900,195
Total contributions received or receivable from employer(s)2014-12-31$51,196
2013 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$339,016
Expenses. Total of all expenses incurred2013-12-31$48,004
Benefits paid (including direct rollovers)2013-12-31$48,004
Total plan assets at end of year2013-12-31$1,900,195
Total plan assets at beginning of year2013-12-31$1,609,183
Total contributions received or receivable from participants2013-12-31$27,686
Other income received2013-12-31$239,004
Net income (gross income less expenses)2013-12-31$291,012
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,900,195
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,609,183
Total contributions received or receivable from employer(s)2013-12-31$72,326
2012 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$254,088
Expenses. Total of all expenses incurred2012-12-31$2,797
Benefits paid (including direct rollovers)2012-12-31$2,797
Total plan assets at end of year2012-12-31$1,609,183
Total plan assets at beginning of year2012-12-31$1,357,892
Total contributions received or receivable from participants2012-12-31$55,394
Other income received2012-12-31$134,451
Net income (gross income less expenses)2012-12-31$251,291
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,609,183
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,357,892
Total contributions received or receivable from employer(s)2012-12-31$64,243
2011 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$151,266
Expenses. Total of all expenses incurred2011-12-31$50,000
Benefits paid (including direct rollovers)2011-12-31$50,000
Total plan assets at end of year2011-12-31$1,357,892
Total plan assets at beginning of year2011-12-31$1,256,626
Total contributions received or receivable from participants2011-12-31$61,710
Other income received2011-12-31$9,616
Net income (gross income less expenses)2011-12-31$101,266
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,357,892
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,256,626
Total contributions received or receivable from employer(s)2011-12-31$79,940
2010 : AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$229,870
Expenses. Total of all expenses incurred2010-12-31$30,000
Benefits paid (including direct rollovers)2010-12-31$30,000
Total plan assets at end of year2010-12-31$1,256,626
Total plan assets at beginning of year2010-12-31$1,056,756
Total contributions received or receivable from participants2010-12-31$49,427
Other income received2010-12-31$106,488
Net income (gross income less expenses)2010-12-31$199,870
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,256,626
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,056,756
Total contributions received or receivable from employer(s)2010-12-31$73,955

Form 5500 Responses for AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN

2019: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AMERICAN FEDERATION FOR AGING RESEARCH DEFINED CONTRIBUTION 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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