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DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 401k Plan overview

Plan NameDEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS
Plan identification number 001

DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION
Employer identification number (EIN):136022018
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN B KRIEGER2024-10-08 JOHN B KRIEGER2024-10-08
0012022-01-01JOHN B KRIEGER2023-05-31 JOHN B KRIEGER2023-05-31
0012021-01-01JOHN B KRIEGER2022-06-21 JOHN B KRIEGER2022-06-21
0012020-01-01JOHN B KRIEGER2021-06-28 JOHN B KRIEGER2021-06-28
0012019-01-01JOHN B KRIEGER2020-07-22 JOHN B KRIEGER2020-07-22
0012018-01-01JOHN B KRIEGER2019-07-16 JOHN B KRIEGER2019-07-16
0012017-01-01
0012016-01-01
0012015-01-01JOHN B KRIEGER
0012014-01-01JOHN B KRIEGER
0012013-01-01JOHN B KRIEGER
0012012-01-01JOHN B KRIEGER
0012011-01-01JOHN B KRIEGER
0012009-01-01JOHN B KRIEGER
0012009-01-01JOHN B KRIEGER

Plan Statistics for DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS

401k plan membership statisitcs for DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS

Measure Date Value
2016: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
Number of employers contributing to the scheme2014-01-011
2013: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011
Number of employers contributing to the scheme2009-01-012

Financial Data on DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS

Measure Date Value
2016 : DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2016 401k financial data
Total income from all sources2016-12-31$79,785
Total plan assets at end of year2016-12-31$501,918
Total plan assets at beginning of year2016-12-31$422,133
Other income received2016-12-31$52,835
Net income (gross income less expenses)2016-12-31$79,785
Net plan assets at end of year (total assets less liabilities)2016-12-31$501,918
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$422,133
Total contributions received or receivable from employer(s)2016-12-31$26,950
2015 : DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2015 401k financial data
Total income from all sources2015-12-31$17,165
Total plan assets at end of year2015-12-31$422,133
Total plan assets at beginning of year2015-12-31$404,968
Other income received2015-12-31$-8,501
Net income (gross income less expenses)2015-12-31$17,165
Net plan assets at end of year (total assets less liabilities)2015-12-31$422,133
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$404,968
Total contributions received or receivable from employer(s)2015-12-31$25,666
2014 : DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2014 401k financial data
Total income from all sources2014-12-31$50,968
Total plan assets at end of year2014-12-31$404,968
Total plan assets at beginning of year2014-12-31$354,000
Other income received2014-12-31$26,524
Net income (gross income less expenses)2014-12-31$50,968
Net plan assets at end of year (total assets less liabilities)2014-12-31$404,968
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$354,000
Total contributions received or receivable from employer(s)2014-12-31$24,444
2013 : DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2013 401k financial data
Total income from all sources2013-12-31$104,362
Total plan assets at end of year2013-12-31$354,000
Total plan assets at beginning of year2013-12-31$249,638
Other income received2013-12-31$81,082
Net income (gross income less expenses)2013-12-31$104,362
Net plan assets at end of year (total assets less liabilities)2013-12-31$354,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$249,638
Total contributions received or receivable from employer(s)2013-12-31$23,280
2012 : DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2012 401k financial data
Total income from all sources2012-12-31$51,206
Total plan assets at end of year2012-12-31$249,637
Total plan assets at beginning of year2012-12-31$198,432
Other income received2012-12-31$29,030
Net income (gross income less expenses)2012-12-31$51,206
Net plan assets at end of year (total assets less liabilities)2012-12-31$249,637
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$198,432
Total contributions received or receivable from employer(s)2012-12-31$22,176
2011 : DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2011 401k financial data
Total income from all sources2011-12-31$12,382
Total plan assets at end of year2011-12-31$198,432
Total plan assets at beginning of year2011-12-31$186,050
Other income received2011-12-31$-8,738
Net income (gross income less expenses)2011-12-31$12,382
Net plan assets at end of year (total assets less liabilities)2011-12-31$198,432
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$186,050
Total contributions received or receivable from employer(s)2011-12-31$21,120
2010 : DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2010 401k financial data
Total income from all sources2010-12-31$51,808
Total plan assets at end of year2010-12-31$186,050
Total plan assets at beginning of year2010-12-31$134,242
Other income received2010-12-31$31,648
Net income (gross income less expenses)2010-12-31$51,808
Net plan assets at end of year (total assets less liabilities)2010-12-31$186,050
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$134,242
Total contributions received or receivable from employer(s)2010-12-31$20,160

Form 5500 Responses for DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS

2016: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 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: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: DEFINED CONTRIBUTION PENSION PLAN FOR BODMAN & ACHELIS FOUNDATIONS 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053505-I
Policy instance 1
Insurance contract or identification number053505-I
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $21
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053505-I
Policy instance 1
Insurance contract or identification number053505-I
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053505-I
Policy instance 1
Insurance contract or identification number053505-I
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053505-I
Policy instance 1
Insurance contract or identification number053505-I
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?3
Insurance broker nameRICHARD TANKOOS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053505-I
Policy instance 1
Insurance contract or identification number053505-I
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $62
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053505-I
Policy instance 1
Insurance contract or identification number053505-I
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $0

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