401k Plan data: INTERNATIONAL AIDS SOCIETY-USA plan

INTERNATIONAL AIDS SOCIETY-USA 401k Plan overview

Plan Name	INTERNATIONAL AIDS SOCIETY-USA
Plan identification number	001

INTERNATIONAL AIDS SOCIETY-USA Benefits

401k Plan Type

Defined 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.
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

INTERNATIONAL AIDS SOCIETY-USA has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL AIDS SOCIETY-USA

Employer identification number (EIN): 943165056

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL AIDS SOCIETY-USA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DONNA JACOBSEN 2024-07-16 DONNA JACOBSEN 2024-07-16
001 2022-01-01 DONNA M. JACOBSEN 2023-07-19
001 2021-01-01 DONNA JACOBSEN 2022-10-12
001 2020-01-01 DONNA JACOBSEN 2021-10-04
001 2019-01-01 DONNA JACOBSEN 2020-07-14
001 2018-01-01 DONNA JACOBSEN 2019-07-16 DONNA JACOBSEN 2019-07-16
001 2017-01-01 DONNA JACOBSEN 2018-07-25 DONNA JACOBSEN 2018-07-25
001 2016-01-01 DONNA JACOBSEN 2017-07-14
001 2015-01-01 DONNA JACOBSEN 2016-05-17 DONNA JACOBSEN 2016-05-17
001 2014-01-01 DONNA JACOBSEN 2015-07-29 DONNA JACOBSEN 2015-07-29
001 2013-01-01 DONNA JACOBSEN 2014-07-09 DONNA JACOBSEN 2014-07-09
001 2012-01-01 DONNA JACOBSEN 2014-07-16
001 2011-01-01 DONNA JACOBSEN
001 2010-01-01 DONNA JACOBSEN
001 2009-01-01 DONNA JACOBSEN
001 2008-01-01 DONNA JACOBSEN 2010-09-28
001 2007-01-01 DONNA JACOBSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DONNA JACOBSEN	2024-07-16	DONNA JACOBSEN	2024-07-16
001	2022-01-01	DONNA M. JACOBSEN	2023-07-19
001	2021-01-01	DONNA JACOBSEN	2022-10-12
001	2020-01-01	DONNA JACOBSEN	2021-10-04
001	2019-01-01	DONNA JACOBSEN	2020-07-14
001	2018-01-01	DONNA JACOBSEN	2019-07-16	DONNA JACOBSEN	2019-07-16
001	2017-01-01	DONNA JACOBSEN	2018-07-25	DONNA JACOBSEN	2018-07-25
001	2016-01-01	DONNA JACOBSEN	2017-07-14
001	2015-01-01	DONNA JACOBSEN	2016-05-17	DONNA JACOBSEN	2016-05-17
001	2014-01-01	DONNA JACOBSEN	2015-07-29	DONNA JACOBSEN	2015-07-29
001	2013-01-01	DONNA JACOBSEN	2014-07-09	DONNA JACOBSEN	2014-07-09
001	2012-01-01	DONNA JACOBSEN	2014-07-16
001	2011-01-01	DONNA JACOBSEN
001	2010-01-01	DONNA JACOBSEN
001	2009-01-01	DONNA JACOBSEN
001	2008-01-01			DONNA JACOBSEN	2010-09-28
001	2007-01-01	DONNA JACOBSEN

Plan Statistics for INTERNATIONAL AIDS SOCIETY-USA

401k plan membership statisitcs for INTERNATIONAL AIDS SOCIETY-USA

Measure Date Value
2011: INTERNATIONAL AIDS SOCIETY-USA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: INTERNATIONAL AIDS SOCIETY-USA 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 9
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: INTERNATIONAL AIDS SOCIETY-USA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: INTERNATIONAL AIDS SOCIETY-USA 2008 401k membership
Total participants, beginning-of-year 2008-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 2
Number of retired or separated participants receiving benefits 2008-01-01 3
Total of all active and inactive participants 2008-01-01 5
Total participants 2008-01-01 5
Number of participants with account balances 2008-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: INTERNATIONAL AIDS SOCIETY-USA 2007 401k membership
Total participants, beginning-of-year 2007-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 4
Number of retired or separated participants receiving benefits 2007-01-01 2
Total of all active and inactive participants 2007-01-01 6
Total participants 2007-01-01 6
Number of participants with account balances 2007-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2011: INTERNATIONAL AIDS SOCIETY-USA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: INTERNATIONAL AIDS SOCIETY-USA 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	9
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: INTERNATIONAL AIDS SOCIETY-USA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: INTERNATIONAL AIDS SOCIETY-USA 2008 401k membership
Total participants, beginning-of-year	2008-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	2
Number of retired or separated participants receiving benefits	2008-01-01	3
Total of all active and inactive participants	2008-01-01	5
Total participants	2008-01-01	5
Number of participants with account balances	2008-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: INTERNATIONAL AIDS SOCIETY-USA 2007 401k membership
Total participants, beginning-of-year	2007-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	4
Number of retired or separated participants receiving benefits	2007-01-01	2
Total of all active and inactive participants	2007-01-01	6
Total participants	2007-01-01	6
Number of participants with account balances	2007-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on INTERNATIONAL AIDS SOCIETY-USA

Measure	Date	Value
2011 : INTERNATIONAL AIDS SOCIETY-USA 2011 401k financial data
Total income from all sources	2011-12-31	$57,065
Expenses. Total of all expenses incurred	2011-12-31	$4,221
Benefits paid (including direct rollovers)	2011-12-31	$2,849
Total plan assets at end of year	2011-12-31	$561,215
Total plan assets at beginning of year	2011-12-31	$508,371
Total contributions received or receivable from participants	2011-12-31	$33,973
Other income received	2011-12-31	$2,611
Net income (gross income less expenses)	2011-12-31	$52,844
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$561,215
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$508,371
Total contributions received or receivable from employer(s)	2011-12-31	$20,481
Value of corrective distributions	2011-12-31	$1,210
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$162
2010 : INTERNATIONAL AIDS SOCIETY-USA 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$111,350
Expenses. Total of all expenses incurred	2010-12-31	$2,020
Benefits paid (including direct rollovers)	2010-12-31	$1,884
Total plan assets at end of year	2010-12-31	$508,371
Total plan assets at beginning of year	2010-12-31	$399,041
Total contributions received or receivable from participants	2010-12-31	$37,297
Other income received	2010-12-31	$53,681
Net income (gross income less expenses)	2010-12-31	$109,330
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$508,371
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$399,041
Total contributions received or receivable from employer(s)	2010-12-31	$20,372
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$136

Form 5500 Responses for INTERNATIONAL AIDS SOCIETY-USA

2011: INTERNATIONAL AIDS SOCIETY-USA 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
2010: INTERNATIONAL AIDS SOCIETY-USA 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERNATIONAL AIDS SOCIETY-USA 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
2008: INTERNATIONAL AIDS SOCIETY-USA 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: INTERNATIONAL AIDS SOCIETY-USA 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

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Company Name:	INTERNATIONAL AIDS SOCIETY-USA
Employer identification number (EIN):	943165056
NAIC Classification:	541600