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AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN
Plan identification number 004

AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 IN TAIWAN has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INSTITUTE IN TAIWAN
Employer identification number (EIN):621049974
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 INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01INGRID LARSON2024-07-15 DAVID LAMONTAGNE2024-07-15
0042022-10-01INGRID LARSON2023-06-26 PAUL WEDDERIEN2023-06-26
0042021-10-01INGRID LARSON2022-12-15 PAUL WEDDERIEN2023-04-04
0042020-10-01INGRID LARSON2021-11-29 PAUL WEDDERIEN2021-12-08
0042019-10-01INGRID LARSON2020-10-27 PAUL WEDDERIEN2020-10-27
0042018-10-01INGRID LARSON2020-05-21 PAUL WEDDERIEN2020-05-19
0042017-10-01INGRID LARSON2020-05-19 PAUL WEDDERIEN2020-05-19
0042016-10-01JOHN NORRIS2018-04-19 DAN CHRISTENSON2018-04-19
0042015-10-01JOHN NORRIS2017-05-31 TIA JEFFRESS2017-05-30
0042014-10-01JOSEPH DONOVAN2016-07-06 TIA JEFFRESS2016-07-06
0042013-10-01JOSEPH DONOVAN2015-07-14
0042012-10-01HISAE DIEZ DE MEDINA2014-07-03
0042011-10-01NOBLE, NANCY2013-04-17
0042010-10-01NANCY A. NOBLE2012-04-10
0042006-10-01NANCY NOBLE

Form 5500 Responses for AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN

2006: AMERICAN INSTITUTE IN TAIWAN 403(B) TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo

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