AMERICAN INSTITUTE OF CHEMICAL ENGINEERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AICHE TAX DEFERRED SAVINGS PLAN
Measure | Date | Value |
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2022 : AICHE TAX DEFERRED SAVINGS PLAN 2022 401k financial data |
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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 | $1,111,712 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,066,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,992,040 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $60,199 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,757,482 |
Value of total assets at end of year | 2022-12-31 | $23,012,759 |
Value of total assets at beginning of year | 2022-12-31 | $23,967,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,909 |
Total interest from all sources | 2022-12-31 | $70,276 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $645,641 |
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 | $645,641 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $782,993 |
Participant contributions at end of year | 2022-12-31 | $116,853 |
Participant contributions at beginning of year | 2022-12-31 | $128,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,694,357 |
Other income not declared elsewhere | 2022-12-31 | $4,617 |
Administrative expenses (other) incurred | 2022-12-31 | $13,909 |
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 | $-954,436 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,012,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,967,195 |
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 | $18,534,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,338,501 |
Interest on participant loans | 2022-12-31 | $6,580 |
Interest earned on other investments | 2022-12-31 | $63,696 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $4,361,295 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,499,929 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,366,304 |
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 | $1,280,132 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,992,040 |
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 | MAYER HOFFMAN MCCANN CPA'S |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : AICHE TAX DEFERRED SAVINGS PLAN 2021 401k financial data |
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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 | $5,096,844 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,966,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,959,515 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,196,200 |
Value of total assets at end of year | 2021-12-31 | $23,967,195 |
Value of total assets at beginning of year | 2021-12-31 | $21,837,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,180 |
Total interest from all sources | 2021-12-31 | $31,598 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,252,794 |
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 | $1,252,794 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $780,831 |
Participant contributions at end of year | 2021-12-31 | $128,765 |
Participant contributions at beginning of year | 2021-12-31 | $75,183 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $339,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $99,788 |
Other income not declared elsewhere | 2021-12-31 | $61,331 |
Administrative expenses (other) incurred | 2021-12-31 | $7,180 |
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 | $2,130,149 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,967,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,837,046 |
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 | $21,338,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $19,052,620 |
Interest on participant loans | 2021-12-31 | $8,674 |
Interest earned on other investments | 2021-12-31 | $22,924 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,499,929 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,369,282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,554,921 |
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 | $1,315,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,959,515 |
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 | MAYER HOFFMAN MCCANN CPA'S |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : AICHE TAX DEFERRED SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $4,789,586 |
Total of all expenses incurred | 2020-12-31 | $572,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $570,816 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,944,604 |
Value of total assets at end of year | 2020-12-31 | $21,837,046 |
Value of total assets at beginning of year | 2020-12-31 | $17,619,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,358 |
Total interest from all sources | 2020-12-31 | $41,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $487,930 |
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 | $487,930 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $710,217 |
Participant contributions at end of year | 2020-12-31 | $75,183 |
Participant contributions at beginning of year | 2020-12-31 | $62,082 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $339,961 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $249,530 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,123 |
Other income not declared elsewhere | 2020-12-31 | $35,460 |
Administrative expenses (other) incurred | 2020-12-31 | $1,358 |
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 | $4,217,412 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,837,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,619,634 |
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 | $19,052,620 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,509,944 |
Interest on participant loans | 2020-12-31 | $898 |
Interest earned on other investments | 2020-12-31 | $40,207 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,369,282 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,798,078 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,280,487 |
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 | $1,233,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $570,816 |
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 | 2020-12-31 | No |
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 | MARKS PANETH LLP |
Accountancy firm EIN | 2020-12-31 | 113518842 |
2019 : AICHE TAX DEFERRED SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $4,791,710 |
Total income from all sources (including contributions) | 2019-12-31 | $4,791,710 |
Total of all expenses incurred | 2019-12-31 | $2,164,512 |
Total of all expenses incurred | 2019-12-31 | $2,164,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,120,598 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,120,598 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $40,757 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $40,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,918,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,918,031 |
Value of total assets at end of year | 2019-12-31 | $17,619,634 |
Value of total assets at end of year | 2019-12-31 | $17,619,634 |
Value of total assets at beginning of year | 2019-12-31 | $14,992,436 |
Value of total assets at beginning of year | 2019-12-31 | $14,992,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,157 |
Total interest from all sources | 2019-12-31 | $41,494 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $257,058 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $257,058 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $257,058 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $257,058 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $676,786 |
Contributions received from participants | 2019-12-31 | $676,786 |
Participant contributions at end of year | 2019-12-31 | $62,082 |
Participant contributions at end of year | 2019-12-31 | $62,082 |
Participant contributions at beginning of year | 2019-12-31 | $132,389 |
Participant contributions at beginning of year | 2019-12-31 | $132,389 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $249,530 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $249,530 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $176,505 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $176,505 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $113,628 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $113,628 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,585 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,585 |
Other income not declared elsewhere | 2019-12-31 | $38,510 |
Other income not declared elsewhere | 2019-12-31 | $38,510 |
Administrative expenses (other) incurred | 2019-12-31 | $3,107 |
Administrative expenses (other) incurred | 2019-12-31 | $3,107 |
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 |
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 | $2,627,198 |
Value of net income/loss | 2019-12-31 | $2,627,198 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,619,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,992,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,992,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $50 |
Investment advisory and management fees | 2019-12-31 | $50 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,509,944 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,509,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,869,430 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,869,430 |
Interest on participant loans | 2019-12-31 | $2,541 |
Interest on participant loans | 2019-12-31 | $2,541 |
Interest earned on other investments | 2019-12-31 | $38,953 |
Interest earned on other investments | 2019-12-31 | $38,953 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,798,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,798,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,812,527 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,812,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,536,617 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,536,617 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $1,127,617 |
Contributions received in cash from employer | 2019-12-31 | $1,127,617 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,120,598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,120,598 |
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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARKS PANETH LLP |
Accountancy firm name | 2019-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2019-12-31 | 113518842 |
Accountancy firm EIN | 2019-12-31 | 113518842 |
2018 : AICHE TAX DEFERRED SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $929,071 |
Total of all expenses incurred | 2018-12-31 | $767,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $748,402 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $18,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,826,545 |
Value of total assets at end of year | 2018-12-31 | $14,992,436 |
Value of total assets at beginning of year | 2018-12-31 | $14,831,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $350 |
Total interest from all sources | 2018-12-31 | $35,116 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $352,320 |
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 | $352,320 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $706,040 |
Participant contributions at end of year | 2018-12-31 | $132,389 |
Participant contributions at beginning of year | 2018-12-31 | $110,140 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $176,505 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $175,018 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $10,028 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,585 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,071 |
Other income not declared elsewhere | 2018-12-31 | $-16,154 |
Administrative expenses (other) incurred | 2018-12-31 | $350 |
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 | $161,381 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,992,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,831,055 |
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 | $12,869,430 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,089,425 |
Interest on participant loans | 2018-12-31 | $1,723 |
Interest earned on other investments | 2018-12-31 | $33,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,812,527 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,455,401 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,268,756 |
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 | $1,110,477 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $748,402 |
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 | MARKS PANETH LLP |
Accountancy firm EIN | 2018-12-31 | 113518842 |
2017 : AICHE TAX DEFERRED SAVINGS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $3,289,941 |
Total of all expenses incurred | 2017-12-31 | $1,026,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,020,335 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,120 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,615,372 |
Value of total assets at end of year | 2017-12-31 | $14,831,055 |
Value of total assets at beginning of year | 2017-12-31 | $12,567,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $750 |
Total interest from all sources | 2017-12-31 | $29,541 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $198,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $198,039 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $641,148 |
Participant contributions at end of year | 2017-12-31 | $110,140 |
Participant contributions at beginning of year | 2017-12-31 | $116,616 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $175,018 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $286,737 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,071 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $754 |
Other income not declared elsewhere | 2017-12-31 | $32,468 |
Administrative expenses (other) incurred | 2017-12-31 | $750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,263,736 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,831,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,567,319 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,089,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,776,696 |
Interest on participant loans | 2017-12-31 | $820 |
Interest earned on other investments | 2017-12-31 | $28,721 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,455,401 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,386,516 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,414,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $974,224 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,020,335 |
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 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2017-12-31 | 113518842 |
2016 : AICHE TAX DEFERRED SAVINGS PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $2,308,972 |
Total of all expenses incurred | 2016-12-31 | $141,640 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $133,497 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $7,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,545,970 |
Value of total assets at end of year | 2016-12-31 | $12,567,319 |
Value of total assets at beginning of year | 2016-12-31 | $10,399,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $390 |
Total interest from all sources | 2016-12-31 | $27,360 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $149,376 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $149,376 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $585,127 |
Participant contributions at end of year | 2016-12-31 | $116,616 |
Participant contributions at beginning of year | 2016-12-31 | $121,984 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $286,737 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $142,090 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $754 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $528 |
Other income not declared elsewhere | 2016-12-31 | $24,024 |
Administrative expenses (other) incurred | 2016-12-31 | $390 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,167,332 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,567,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,399,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,776,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,998,175 |
Interest on participant loans | 2016-12-31 | $732 |
Interest earned on other investments | 2016-12-31 | $26,628 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,386,516 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,137,210 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $562,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $960,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $133,497 |
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 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2016-12-31 | 113518842 |
2015 : AICHE TAX DEFERRED SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $1,310,715 |
Total of all expenses incurred | 2015-12-31 | $740,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $739,015 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,342,937 |
Value of total assets at end of year | 2015-12-31 | $10,399,987 |
Value of total assets at beginning of year | 2015-12-31 | $9,829,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,010 |
Total interest from all sources | 2015-12-31 | $23,670 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $112,575 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $112,575 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $532,903 |
Participant contributions at end of year | 2015-12-31 | $121,984 |
Participant contributions at beginning of year | 2015-12-31 | $122,450 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $142,090 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $110,121 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $528 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $464 |
Other income not declared elsewhere | 2015-12-31 | $-4,277 |
Administrative expenses (other) incurred | 2015-12-31 | $1,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $570,690 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,399,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,829,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,998,175 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,625,139 |
Interest on participant loans | 2015-12-31 | $366 |
Interest earned on other investments | 2015-12-31 | $23,304 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,137,210 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $971,123 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-164,190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $810,034 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $739,015 |
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 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAKS PANETH |
Accountancy firm EIN | 2015-12-31 | 113518842 |
2009 : AICHE TAX DEFERRED SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |