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AMERICAN INSTITUTE OF MATHEMATICS 403(B) PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTE OF MATHEMATICS 403(B) PLAN
Plan identification number 001

AMERICAN INSTITUTE OF MATHEMATICS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • 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 OF MATHEMATICS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INSTITUTE OF MATHEMATICS
Employer identification number (EIN):943205114
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN INSTITUTE OF MATHEMATICS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1891098

More information about AMERICAN INSTITUTE OF MATHEMATICS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF MATHEMATICS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HANNAH BRODIE2024-07-26 HANNAH BRODIE2024-07-26
0012022-01-01HANNAH C BRODIE2023-10-04 HANNAH C BRODIE2023-10-04
0012021-01-01HANNAH BRODIE2022-08-03 HANNAH BRODIE2022-08-03
0012020-01-01HANNAH BRODIE2021-05-03 HANNAH BRODIE2021-05-03
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01HANNAH BRODIE2013-03-18
0012011-01-01HANNAH BRODIE2012-08-02
0012010-01-01HANNAH BRODIE2011-10-17
0012008-01-01HANNAH BRODIE

Form 5500 Responses for AMERICAN INSTITUTE OF MATHEMATICS 403(B) PLAN

2008: AMERICAN INSTITUTE OF MATHEMATICS 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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