401k Plan data: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN plan

ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 401k Plan overview

Plan Name	ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN
Plan identification number	002

ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT 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.
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

ASSOC OF THE UNITED STATES ARMY INC has sponsored the creation of one or more 401k plans.

Company Name: ASSOC OF THE UNITED STATES ARMY INC

Employer identification number (EIN): 530193361

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 AURORA SUNGA 2018-07-27
002 2017-01-01 AURORA SUNGA 2019-08-01
002 2016-01-01 AURORA SUNGA 2017-07-20
002 2015-01-01 AURORA SUNGA 2016-07-13
002 2014-01-01 AURORA SUNGA 2015-07-21
002 2013-01-01 MERNA LIPSON 2014-09-29
002 2012-01-01 MERNA LIPSON 2013-10-10
002 2011-01-01 MERNA LIPSON 2012-10-02
002 2010-01-01 MERNA LIPSON 2011-09-19 GORDON R SULLIVAN 2011-09-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	AURORA SUNGA	2018-07-27
002	2017-01-01	AURORA SUNGA	2019-08-01
002	2016-01-01	AURORA SUNGA	2017-07-20
002	2015-01-01	AURORA SUNGA	2016-07-13
002	2014-01-01	AURORA SUNGA	2015-07-21
002	2013-01-01	MERNA LIPSON	2014-09-29
002	2012-01-01	MERNA LIPSON	2013-10-10
002	2011-01-01	MERNA LIPSON	2012-10-02
002	2010-01-01	MERNA LIPSON	2011-09-19	GORDON R SULLIVAN	2011-09-19

Plan Statistics for ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN

401k plan membership statisitcs for ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN

Measure Date Value
2023: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 82
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 46
Total of all active and inactive participants 2023-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 130
Number of participants with account balances 2023-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 83
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 125
Number of participants with account balances 2022-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 77
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 83
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 121
Number of participants with account balances 2020-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 84
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 0
2018: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 82
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 59
Total of all active and inactive participants 2018-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	82
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	46
Total of all active and inactive participants	2023-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	130
Number of participants with account balances	2023-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	83
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	125
Number of participants with account balances	2022-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	77
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	83
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	121
Number of participants with account balances	2020-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	84
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	0
2018: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	82
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	59
Total of all active and inactive participants	2018-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN

Measure	Date	Value
2023 : ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,017,421
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,161,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,135,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,539,260
Value of total assets at end of year	2023-12-31	$21,674,226
Value of total assets at beginning of year	2023-12-31	$17,818,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$25,719
Total interest from all sources	2023-12-31	$55,390
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$881,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$881,190
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$827,487
Participant contributions at end of year	2023-12-31	$117,453
Participant contributions at beginning of year	2023-12-31	$75,126
Administrative expenses (other) incurred	2023-12-31	$25,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,855,894
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$21,674,226
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$17,818,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$20,732,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$17,679,483
Interest on participant loans	2023-12-31	$4,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$824,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$63,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$63,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$50,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,541,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$711,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,135,808
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,540,619
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$489,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$464,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,517,607
Value of total assets at end of year	2022-12-31	$17,818,332
Value of total assets at beginning of year	2022-12-31	$20,848,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,331
Total interest from all sources	2022-12-31	$27,329
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,454,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,454,727
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$774,683
Participant contributions at end of year	2022-12-31	$75,126
Participant contributions at beginning of year	2022-12-31	$62,474
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$87,284
Administrative expenses (other) incurred	2022-12-31	$25,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,030,325
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,818,332
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,848,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,679,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,721,359
Interest on participant loans	2022-12-31	$4,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$63,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$64,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$64,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$22,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,540,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$655,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$464,375
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,099,273
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,130,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,103,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,316,081
Value of total assets at end of year	2021-12-31	$20,848,657
Value of total assets at beginning of year	2021-12-31	$18,879,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,522
Total interest from all sources	2021-12-31	$30,885
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,652,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,652,739
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$694,542
Participant contributions at end of year	2021-12-31	$62,474
Participant contributions at beginning of year	2021-12-31	$131,011
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$32,347
Administrative expenses (other) incurred	2021-12-31	$26,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,968,762
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,848,657
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,879,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,721,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,734,763
Interest on participant loans	2021-12-31	$8,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$64,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$14,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$14,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$22,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,099,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$589,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,103,989
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,474,744
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$846,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$825,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,592,718
Value of total assets at end of year	2020-12-31	$18,879,895
Value of total assets at beginning of year	2020-12-31	$15,251,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,597
Total interest from all sources	2020-12-31	$29,443
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,022,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,022,426
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$737,607
Participant contributions at end of year	2020-12-31	$131,011
Participant contributions at beginning of year	2020-12-31	$162,958
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$231,030
Administrative expenses (other) incurred	2020-12-31	$20,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,628,450
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,879,895
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,251,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,734,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,074,835
Interest on participant loans	2020-12-31	$9,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$14,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$13,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$13,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$20,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,830,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$624,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$825,697
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,709,359
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,514,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,494,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,709,294
Value of total assets at end of year	2019-12-31	$15,251,445
Value of total assets at beginning of year	2019-12-31	$14,056,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,367
Total interest from all sources	2019-12-31	$33,290
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$703,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$703,067
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$727,632
Participant contributions at end of year	2019-12-31	$162,958
Participant contributions at beginning of year	2019-12-31	$152,677
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$386,977
Administrative expenses (other) incurred	2019-12-31	$19,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,195,303
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,251,445
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,056,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,074,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,367,686
Interest on participant loans	2019-12-31	$8,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$13,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$535,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$535,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$25,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,263,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$594,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,494,689
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,016,922
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,394,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,392,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,653,854
Value of total assets at end of year	2018-12-31	$14,056,142
Value of total assets at beginning of year	2018-12-31	$14,433,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,925
Total interest from all sources	2018-12-31	$25,206
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,097,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,097,866
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$711,934
Participant contributions at end of year	2018-12-31	$152,677
Participant contributions at beginning of year	2018-12-31	$96,842
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$346,241
Administrative expenses (other) incurred	2018-12-31	$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-377,432
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,056,142
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,433,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,367,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,620,918
Interest on participant loans	2018-12-31	$5,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$535,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$715,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$715,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$19,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,760,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$595,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,392,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749

Form 5500 Responses for ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN

2023: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ASSOC OF THE UNITED STATES ARMY INC
Employer identification number (EIN):	530193361
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations