401k Plan data: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN plan

ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 401k Plan overview

Plan Name	ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN
Plan identification number	001

ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN Benefits

401k Plan Type

Defined 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.
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

ASSOCIATION FOR ENERGY AFFORDABILITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATION FOR ENERGY AFFORDABILITY, INC.

Employer identification number (EIN): 133374285

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about ASSOCIATION FOR ENERGY AFFORDABILITY, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1992-03-13

Company Identification Number: 1620499

Legal Registered Office Address: 105 BRUCKNER BLVD.
New York
BRONX
United States of America (USA)
10454

More information about ASSOCIATION FOR ENERGY AFFORDABILITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID HEPINSTALL
001 2016-01-01 DAVID HEPINSTALL
001 2015-01-01 DAVID HEPINSTALL
001 2014-01-01 DAVID HEPINSTALL
001 2013-01-01 DAVID HEPINSTALL
001 2012-01-01 DAVID HEPINSTALL
001 2011-01-01 DAVID HEPINSTALL 2012-10-12
001 2010-01-01 DAVID HEPINSTALL 2011-10-13

Plan Statistics for ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN

401k plan membership statisitcs for ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN

Measure Date Value
2022: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 99
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 51
Total of all active and inactive participants 2022-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 87
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 53
Total of all active and inactive participants 2021-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 140
Number of participants with account balances 2021-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 81
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 56
Total of all active and inactive participants 2020-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 137
Number of participants with account balances 2020-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 95
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 59
Total of all active and inactive participants 2019-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 154
Number of participants with account balances 2019-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
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 58
Total of all active and inactive participants 2018-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 153
Number of participants with account balances 2018-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 94
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 49
Total of all active and inactive participants 2017-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 143
Number of participants with account balances 2017-01-01 138
2016: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 103
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 51
Total of all active and inactive participants 2016-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 154
Number of participants with account balances 2016-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 103
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 49
Total of all active and inactive participants 2015-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 152
Number of participants with account balances 2015-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 106
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 44
Total of all active and inactive participants 2014-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 150
Number of participants with account balances 2014-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 107
Number of retired or separated participants receiving benefits 2013-01-01 17
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 113
Number of retired or separated participants receiving benefits 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	99
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	51
Total of all active and inactive participants	2022-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	87
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	53
Total of all active and inactive participants	2021-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	140
Number of participants with account balances	2021-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	81
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	56
Total of all active and inactive participants	2020-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	137
Number of participants with account balances	2020-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	95
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	59
Total of all active and inactive participants	2019-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	154
Number of participants with account balances	2019-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
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	58
Total of all active and inactive participants	2018-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	153
Number of participants with account balances	2018-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	94
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	49
Total of all active and inactive participants	2017-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	143
Number of participants with account balances	2017-01-01	138
2016: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	103
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	51
Total of all active and inactive participants	2016-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	154
Number of participants with account balances	2016-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	103
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	49
Total of all active and inactive participants	2015-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	152
Number of participants with account balances	2015-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	106
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	44
Total of all active and inactive participants	2014-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	150
Number of participants with account balances	2014-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	107
Number of retired or separated participants receiving benefits	2013-01-01	17
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	113
Number of retired or separated participants receiving benefits	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN

Measure	Date	Value
2022 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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	$-815,687
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$662,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$641,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$797,042
Value of total assets at end of year	2022-12-31	$8,966,529
Value of total assets at beginning of year	2022-12-31	$10,444,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$21,246
Total interest from all sources	2022-12-31	$24,805
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$148,203
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	$148,203
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$556,696
Participant contributions at end of year	2022-12-31	$349,745
Participant contributions at beginning of year	2022-12-31	$360,407
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$483,519
Administrative expenses (other) incurred	2022-12-31	$4,875
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	$-1,478,097
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,966,529
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,444,626
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
Investment advisory and management fees	2022-12-31	$13,492
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,055,690
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,195,564
Interest on participant loans	2022-12-31	$19,819
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$320,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,353,321
Net investment gain/loss from pooled separate accounts	2022-12-31	$-432,416
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	$240,346
Employer contributions (assets) at end of year	2022-12-31	$240,346
Employer contributions (assets) at beginning of year	2022-12-31	$405,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$641,164
Contract administrator fees	2022-12-31	$2,879
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	2022-12-31	Yes
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 CPAS
Accountancy firm EIN	2022-12-31	431947695
2021 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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	$2,046,011
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$425,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$367,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$956,276
Value of total assets at end of year	2021-12-31	$10,444,626
Value of total assets at beginning of year	2021-12-31	$8,823,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,161
Total interest from all sources	2021-12-31	$19,221
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$520,449
Participant contributions at end of year	2021-12-31	$360,407
Participant contributions at beginning of year	2021-12-31	$396,464
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$25,300
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$483,519
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$432,595
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$30,691
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	$1,620,715
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,444,626
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,823,911
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 pooled separate accounts at end of year	2021-12-31	$9,195,564
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,783,401
Interest on participant loans	2021-12-31	$19,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,131
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,070,514
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	$405,136
Employer contributions (assets) at end of year	2021-12-31	$405,136
Employer contributions (assets) at beginning of year	2021-12-31	$185,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$367,135
Contract administrator fees	2021-12-31	$58,161
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 CPAS
Accountancy firm EIN	2021-12-31	431947695
2020 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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	$1,877,073
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$769,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$727,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$727,203
Value of total assets at end of year	2020-12-31	$8,823,911
Value of total assets at beginning of year	2020-12-31	$7,715,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,920
Total interest from all sources	2020-12-31	$22,164
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$517,384
Participant contributions at end of year	2020-12-31	$396,464
Participant contributions at beginning of year	2020-12-31	$410,811
Participant contributions at end of year	2020-12-31	$25,300
Participant contributions at beginning of year	2020-12-31	$10,967
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$432,595
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$341,036
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$11,060
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	$1,107,927
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,823,911
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,715,984
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 pooled separate accounts at end of year	2020-12-31	$7,783,401
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,755,621
Interest on participant loans	2020-12-31	$22,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,131
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,127,706
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	$198,759
Employer contributions (assets) at end of year	2020-12-31	$185,020
Employer contributions (assets) at beginning of year	2020-12-31	$196,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$727,226
Contract administrator fees	2020-12-31	$41,920
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 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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	$1,842,778
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$872,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$810,470
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$621,779
Value of total assets at end of year	2019-12-31	$7,715,984
Value of total assets at beginning of year	2019-12-31	$6,746,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$62,402
Total interest from all sources	2019-12-31	$21,673
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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	$423,018
Participant contributions at end of year	2019-12-31	$410,811
Participant contributions at beginning of year	2019-12-31	$379,900
Participant contributions at end of year	2019-12-31	$10,967
Participant contributions at beginning of year	2019-12-31	$12,699
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$341,036
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$334,847
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$896
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	$969,906
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,715,984
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,746,078
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 pooled separate accounts at end of year	2019-12-31	$6,755,621
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,789,257
Interest on participant loans	2019-12-31	$21,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,133
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,199,326
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	$197,865
Employer contributions (assets) at end of year	2019-12-31	$196,418
Employer contributions (assets) at beginning of year	2019-12-31	$228,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$810,470
Contract administrator fees	2019-12-31	$62,402
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	MARKS PANETH LLP
Accountancy firm EIN	2019-12-31	113518842
2018 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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	$439,696
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$244,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$194,576
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$745,216
Value of total assets at end of year	2018-12-31	$6,746,078
Value of total assets at beginning of year	2018-12-31	$6,551,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$46,540
Total interest from all sources	2018-12-31	$14,334
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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	$510,114
Participant contributions at end of year	2018-12-31	$379,900
Participant contributions at beginning of year	2018-12-31	$247,361
Participant contributions at end of year	2018-12-31	$12,699
Participant contributions at beginning of year	2018-12-31	$11,966
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$334,847
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$320,459
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,860
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	$195,070
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,746,078
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,551,008
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 pooled separate accounts at end of year	2018-12-31	$5,789,257
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,748,743
Interest on participant loans	2018-12-31	$14,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,131
Net investment gain/loss from pooled separate accounts	2018-12-31	$-319,854
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	$228,242
Employer contributions (assets) at end of year	2018-12-31	$228,242
Employer contributions (assets) at beginning of year	2018-12-31	$221,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$194,576
Contract administrator fees	2018-12-31	$46,540
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 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,448,806
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$527,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$521,251
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$717,131
Value of total assets at end of year	2017-12-31	$6,551,008
Value of total assets at beginning of year	2017-12-31	$5,629,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,043
Total interest from all sources	2017-12-31	$12,081
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$495,783
Participant contributions at end of year	2017-12-31	$247,361
Participant contributions at beginning of year	2017-12-31	$312,137
Participant contributions at end of year	2017-12-31	$11,966
Participant contributions at beginning of year	2017-12-31	$11,467
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$320,459
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$266,708
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	$921,391
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,551,008
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,629,617
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 pooled separate accounts at end of year	2017-12-31	$5,748,743
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,802,763
Interest on participant loans	2017-12-31	$12,081
Interest earned on other investments	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,139
Net investment gain/loss from pooled separate accounts	2017-12-31	$719,594
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	$221,348
Employer contributions (assets) at end of year	2017-12-31	$221,348
Employer contributions (assets) at beginning of year	2017-12-31	$235,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$521,251
Contract administrator fees	2017-12-31	$4,043
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 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,091,281
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$399,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$395,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$732,604
Value of total assets at end of year	2016-12-31	$5,629,617
Value of total assets at beginning of year	2016-12-31	$4,937,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,861
Total interest from all sources	2016-12-31	$11,326
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,861
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$467,216
Participant contributions at end of year	2016-12-31	$312,137
Participant contributions at beginning of year	2016-12-31	$161,357
Participant contributions at end of year	2016-12-31	$11,467
Participant contributions at beginning of year	2016-12-31	$8,336
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$266,708
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$209,382
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$29,985
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	$691,913
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,629,617
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,937,704
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 pooled separate accounts at end of year	2016-12-31	$4,802,763
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,221,541
Interest on participant loans	2016-12-31	$11,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,131
Net investment gain/loss from pooled separate accounts	2016-12-31	$347,351
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	$235,403
Employer contributions (assets) at end of year	2016-12-31	$235,403
Employer contributions (assets) at beginning of year	2016-12-31	$335,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$395,507
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 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$665,337
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$257,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$254,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$744,213
Value of total assets at end of year	2015-12-31	$4,937,704
Value of total assets at beginning of year	2015-12-31	$4,530,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,976
Total interest from all sources	2015-12-31	$10,615
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$408,256
Participant contributions at end of year	2015-12-31	$161,357
Participant contributions at beginning of year	2015-12-31	$189,179
Participant contributions at end of year	2015-12-31	$8,336
Participant contributions at beginning of year	2015-12-31	$24,428
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$209,382
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$161,869
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	$407,474
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,937,704
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,530,230
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,837,770
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,221,541
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$10,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,131
Net investment gain/loss from pooled separate accounts	2015-12-31	$-89,491
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	$335,957
Employer contributions (assets) at end of year	2015-12-31	$335,957
Employer contributions (assets) at beginning of year	2015-12-31	$315,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$254,887
Contract administrator fees	2015-12-31	$2,976
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	MARKS PANETH LLP
Accountancy firm EIN	2015-12-31	113518842
2014 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,017
Total income from all sources (including contributions)	2014-12-31	$1,124,140
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$318,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$309,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$758,217
Value of total assets at end of year	2014-12-31	$4,530,230
Value of total assets at beginning of year	2014-12-31	$3,725,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,610
Total interest from all sources	2014-12-31	$6,792
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$8,610
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$415,812
Participant contributions at end of year	2014-12-31	$189,179
Participant contributions at beginning of year	2014-12-31	$168,513
Participant contributions at end of year	2014-12-31	$24,428
Participant contributions at beginning of year	2014-12-31	$28
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$161,869
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$26,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$805,866
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,530,230
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,724,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,837,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,473,937
Interest on participant loans	2014-12-31	$6,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$753,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$753,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$359,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$315,853
Employer contributions (assets) at end of year	2014-12-31	$315,853
Employer contributions (assets) at beginning of year	2014-12-31	$329,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$309,664
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MARKS PANETH LLP
Accountancy firm EIN	2014-12-31	113518842
2013 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,715
Total income from all sources (including contributions)	2013-12-31	$1,160,162
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$348,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$321,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$705,607
Value of total assets at end of year	2013-12-31	$3,725,381
Value of total assets at beginning of year	2013-12-31	$2,914,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$27,088
Total interest from all sources	2013-12-31	$27,836
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$345,865
Participant contributions at end of year	2013-12-31	$168,513
Participant contributions at beginning of year	2013-12-31	$117,587
Participant contributions at end of year	2013-12-31	$28
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$30,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$811,360
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,724,364
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,913,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,473,937
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,852,889
Interest on participant loans	2013-12-31	$5,919
Interest earned on other investments	2013-12-31	$1,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$753,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$617,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$617,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$20,846
Net investment gain/loss from pooled separate accounts	2013-12-31	$426,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$329,063
Employer contributions (assets) at end of year	2013-12-31	$329,063
Employer contributions (assets) at beginning of year	2013-12-31	$326,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$321,714
Contract administrator fees	2013-12-31	$27,088
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STEINBACH & SEKULER
Accountancy firm EIN	2013-12-31	112910405
2012 : ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,658
Total income from all sources (including contributions)	2012-12-31	$958,526
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$81,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$57,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$747,231
Value of total assets at end of year	2012-12-31	$2,914,719
Value of total assets at beginning of year	2012-12-31	$2,037,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,546
Total interest from all sources	2012-12-31	$19,301
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$359,128
Participant contributions at end of year	2012-12-31	$117,587
Participant contributions at beginning of year	2012-12-31	$106,674
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$834
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$61,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,658
Administrative expenses (other) incurred	2012-12-31	$629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$877,407
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,913,004
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,035,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,852,889
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,221,707
Interest on participant loans	2012-12-31	$4,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$617,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$421,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$421,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$15,028
Net investment gain/loss from pooled separate accounts	2012-12-31	$191,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$326,381
Employer contributions (assets) at end of year	2012-12-31	$326,381
Employer contributions (assets) at beginning of year	2012-12-31	$286,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$57,573
Contract administrator fees	2012-12-31	$22,917
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	STEINBACH & SEKULER
Accountancy firm EIN	2012-12-31	112910405

Form 5500 Responses for ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN

2022: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-02-14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $588
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	418
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	176
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,753
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4673
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	173
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,773
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3773
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	171
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,194
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	14730
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	180
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,263
Total amount of fees paid to insurance company	USD $5,658
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3247
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,263

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	180
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,647
Total amount of fees paid to insurance company	USD $5,394
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,647
Insurance broker organization code?	3
Amount paid for insurance broker fees	5394
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker name	ASSOCIATED PENSION CONSULTANTS, INC

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	198
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,806
Total amount of fees paid to insurance company	USD $5,808
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,806
Insurance broker organization code?	3
Amount paid for insurance broker fees	5801
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800681

Policy instance

Insurance contract or identification number	800681
Number of Individuals Covered	194
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,867
Total amount of fees paid to insurance company	USD $15,096
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,867
Insurance broker organization code?	3
Amount paid for insurance broker fees	11649
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker name	ASSOCIATED PENSION CONSULTANTS, INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM83041-1

Policy instance

Insurance contract or identification number	RM83041-1
Number of Individuals Covered	114
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $28,433
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,433
Insurance broker organization code?	3
Insurance broker name	ROBIN S WEINGAST & ASSOC., INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM83041-1

Policy instance

Insurance contract or identification number	RM83041-1
Number of Individuals Covered	132
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $26,751
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,751
Insurance broker organization code?	3
Insurance broker name	ROBIN S WEINGAST & ASSOC., INC

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Company Name:	ASSOCIATION FOR ENERGY AFFORDABILITY, INC.
Employer identification number (EIN):	133374285
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1992-03-13
Company Identification Number:	1620499
Legal Registered Office Address:	105 BRUCKNER BLVD. New York BRONX United States of America (USA) 10454