AMER. INST. OFR RESEARCH IN THE BEHAVIORAL SCIENCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2023 401k financial data |
|---|
| Total transfer of assets to this plan | 2023-12-31 | $1,468 |
| Total income from all sources (including contributions) | 2023-12-31 | $34,488,899 |
| Total of all expenses incurred | 2023-12-31 | $12,584,680 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $12,567,362 |
| Value of total assets at end of year | 2023-12-31 | $251,915,794 |
| Value of total assets at beginning of year | 2023-12-31 | $230,010,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $17,318 |
| Total interest from all sources | 2023-12-31 | $2,206,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $33,460,442 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $29,362,483 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Loans (other than to participants) at end of year | 2023-12-31 | $480,165 |
| Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $272,719 |
| Other income not declared elsewhere | 2023-12-31 | $74,465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $21,904,219 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $251,915,794 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $230,010,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $191,475,086 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $166,697,631 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $7,417,831 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $9,762,461 |
| Interest on participant loans | 2023-12-31 | $26,808 |
| Interest earned on other investments | 2023-12-31 | $2,180,147 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $5,084,328 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $4,682,814 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $4,682,814 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $47,458,384 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $48,594,482 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $1,417,665 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-1,252,963 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Income. Dividends from common stock | 2023-12-31 | $4,097,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $11,149,697 |
| Contract administrator fees | 2023-12-31 | $17,318 |
| 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 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | RUBINO AND COMPANY, CHARTERED |
| Accountancy firm EIN | 2023-12-31 | 521186096 |
| Total transfer of assets to this plan | 2023-01-01 | $1,468 |
| Total income from all sources (including contributions) | 2023-01-01 | $34,488,899 |
| Total of all expenses incurred | 2023-01-01 | $12,584,680 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $12,567,362 |
| Value of total assets at end of year | 2023-01-01 | $251,915,794 |
| Value of total assets at beginning of year | 2023-01-01 | $230,010,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $17,318 |
| Total interest from all sources | 2023-01-01 | $2,206,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $33,460,442 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $29,362,483 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Assets. Loans (other than to participants) at end of year | 2023-01-01 | $480,165 |
| Assets. Loans (other than to participants) at beginning of year | 2023-01-01 | $272,719 |
| Other income not declared elsewhere | 2023-01-01 | $74,465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $21,904,219 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $251,915,794 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $230,010,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $191,475,086 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $166,697,631 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $7,417,831 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $9,762,461 |
| Interest on participant loans | 2023-01-01 | $26,808 |
| Interest earned on other investments | 2023-01-01 | $2,180,147 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $5,084,328 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $47,458,384 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $48,594,482 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $1,417,665 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-1,252,963 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Income. Dividends from common stock | 2023-01-01 | $4,097,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $11,149,697 |
| Contract administrator fees | 2023-01-01 | $17,318 |
| 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 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | RUBINO AND COMPANY, CHARTERED |
| Accountancy firm EIN | 2023-01-01 | 521186096 |
| 2022 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfer of assets to this plan | 2022-12-31 | $2,772 |
| Total income from all sources (including contributions) | 2022-12-31 | $-36,914,284 |
| Total of all expenses incurred | 2022-12-31 | $11,211,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,492,129 |
| Value of total assets at end of year | 2022-12-31 | $230,010,107 |
| Value of total assets at beginning of year | 2022-12-31 | $278,133,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $719,276 |
| Total interest from all sources | 2022-12-31 | $493,168 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,210,106 |
| 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 | $6,210,106 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $272,719 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $37,850 |
| Other income not declared elsewhere | 2022-12-31 | $137,619 |
| Administrative expenses (other) incurred | 2022-12-31 | $719,276 |
| 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 | $-48,125,689 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $230,010,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $278,133,024 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $166,697,631 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $213,701,637 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $9,762,461 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $9,374,552 |
| Interest on participant loans | 2022-12-31 | $6,063 |
| Interest earned on other investments | 2022-12-31 | $487,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,682,814 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $4,831,133 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $4,831,133 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $48,594,482 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $50,061,098 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-46,827,640 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $3,072,463 |
| 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 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $126,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,492,129 |
| 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 | No |
| 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 | Disclaimer |
| Accountancy firm name | 2022-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2022-12-31 | 521186096 |
| Total transfer of assets to this plan | 2022-01-01 | $2,772 |
| Total income from all sources (including contributions) | 2022-01-01 | $-36,914,284 |
| Total of all expenses incurred | 2022-01-01 | $11,211,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $10,492,129 |
| Value of total assets at end of year | 2022-01-01 | $230,010,107 |
| Value of total assets at beginning of year | 2022-01-01 | $278,133,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $719,276 |
| Total interest from all sources | 2022-01-01 | $493,168 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $6,210,106 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $6,210,106 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $272,719 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $37,850 |
| Other income not declared elsewhere | 2022-01-01 | $137,619 |
| Administrative expenses (other) incurred | 2022-01-01 | $719,276 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-48,125,689 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $230,010,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $278,133,024 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $166,697,631 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $213,701,637 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $9,762,461 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $9,374,552 |
| Interest on participant loans | 2022-01-01 | $6,063 |
| Interest earned on other investments | 2022-01-01 | $487,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $4,682,814 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $48,594,482 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $50,061,098 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-46,827,640 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $3,072,463 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $126,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $10,492,129 |
| 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 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 3 |
| Accountancy firm name | 2022-01-01 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2022-01-01 | 521186096 |
| 2021 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $44,681,115 |
| Total of all expenses incurred | 2021-12-31 | $14,169,332 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $14,169,332 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,924,318 |
| Value of total assets at end of year | 2021-12-31 | $278,133,024 |
| Value of total assets at beginning of year | 2021-12-31 | $247,621,241 |
| Total interest from all sources | 2021-12-31 | $1,703,112 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $8,256,999 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $8,256,999 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Loans (other than to participants) at end of year | 2021-12-31 | $37,850 |
| 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 | $30,511,783 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $278,133,024 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $247,621,241 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $213,701,637 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $151,533,247 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $9,374,552 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $7,769,729 |
| Interest earned on other investments | 2021-12-31 | $1,703,112 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $4,831,133 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $39,180,681 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $39,180,681 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $50,061,098 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $48,984,015 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $22,380,056 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,416,630 |
| 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 | $10,924,318 |
| Employer contributions (assets) at end of year | 2021-12-31 | $126,754 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $153,569 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,169,332 |
| 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 | 2021-12-31 | No |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2021-12-31 | 521186096 |
| 2020 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2020 401k financial data |
|---|
| Total transfer of assets to this plan | 2020-12-31 | $1,272 |
| Total income from all sources (including contributions) | 2020-12-31 | $40,144,119 |
| Total of all expenses incurred | 2020-12-31 | $16,404,559 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $16,404,559 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,865,445 |
| Value of total assets at end of year | 2020-12-31 | $247,621,241 |
| Value of total assets at beginning of year | 2020-12-31 | $223,880,409 |
| Total interest from all sources | 2020-12-31 | $1,894,448 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,306,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,306,000 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Other income not declared elsewhere | 2020-12-31 | $50,019 |
| 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 | $23,739,560 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $247,621,241 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $223,880,409 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $151,533,247 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $161,682,122 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $7,769,729 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $9,562,354 |
| Interest earned on other investments | 2020-12-31 | $1,894,448 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $39,180,681 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,267,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,267,070 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $48,984,015 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $48,175,043 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,604,588 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $23,112,116 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-83,909 |
| 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 | $10,865,445 |
| Employer contributions (assets) at end of year | 2020-12-31 | $153,569 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $193,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,799,971 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2020-12-31 | 521186096 |
| 2019 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2019 401k financial data |
|---|
| Total transfer of assets to this plan | 2019-12-31 | $16,691 |
| Total transfer of assets to this plan | 2019-12-31 | $16,691 |
| Total income from all sources (including contributions) | 2019-12-31 | $48,652,464 |
| Total income from all sources (including contributions) | 2019-12-31 | $48,652,464 |
| Total of all expenses incurred | 2019-12-31 | $10,614,138 |
| Total of all expenses incurred | 2019-12-31 | $10,614,138 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,614,138 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,614,138 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,514,244 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,514,244 |
| Value of total assets at end of year | 2019-12-31 | $223,880,409 |
| Value of total assets at end of year | 2019-12-31 | $223,880,409 |
| Value of total assets at beginning of year | 2019-12-31 | $185,825,392 |
| Value of total assets at beginning of year | 2019-12-31 | $185,825,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $1,834,463 |
| Total interest from all sources | 2019-12-31 | $1,834,463 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,160,286 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,160,286 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,160,286 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,160,286 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Other income not declared elsewhere | 2019-12-31 | $52,066 |
| Other income not declared elsewhere | 2019-12-31 | $52,066 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $38,038,326 |
| Value of net income/loss | 2019-12-31 | $38,038,326 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $223,880,409 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $223,880,409 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $185,825,392 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $185,825,392 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $161,682,122 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $161,682,122 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $127,584,480 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $127,584,480 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $9,562,354 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $9,562,354 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $8,285,847 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $8,285,847 |
| Interest earned on other investments | 2019-12-31 | $1,834,463 |
| Interest earned on other investments | 2019-12-31 | $1,834,463 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,267,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,267,070 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,714,745 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,714,745 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,714,745 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,714,745 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $48,175,043 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $48,175,043 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $45,834,212 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $45,834,212 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,059,277 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,059,277 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $27,624,744 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $27,624,744 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $466,661 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $466,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $14,514,244 |
| Contributions received in cash from employer | 2019-12-31 | $14,514,244 |
| Employer contributions (assets) at end of year | 2019-12-31 | $193,820 |
| Employer contributions (assets) at end of year | 2019-12-31 | $193,820 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $406,108 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $406,108 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,554,861 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,554,861 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm name | 2019-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2019-12-31 | 521186096 |
| Accountancy firm EIN | 2019-12-31 | 521186096 |
| 2018 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2018 401k financial data |
|---|
| Total transfer of assets to this plan | 2018-12-31 | $410,583 |
| Total income from all sources (including contributions) | 2018-12-31 | $7,034,496 |
| Total of all expenses incurred | 2018-12-31 | $13,388,772 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $13,366,272 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,618,355 |
| Value of total assets at end of year | 2018-12-31 | $185,825,392 |
| Value of total assets at beginning of year | 2018-12-31 | $191,769,085 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $22,500 |
| Total interest from all sources | 2018-12-31 | $1,878,438 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,088,656 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,088,656 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Other income not declared elsewhere | 2018-12-31 | $73,655 |
| Administrative expenses (other) incurred | 2018-12-31 | $22,500 |
| 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 | $-6,354,276 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $185,825,392 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $191,769,085 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $127,584,480 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $136,839,474 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $8,285,847 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $7,946,627 |
| Interest earned on other investments | 2018-12-31 | $1,878,438 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,714,745 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,820,525 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,820,525 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $45,834,212 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $43,770,457 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,076,172 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-15,001,917 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $377,309 |
| 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 | $14,618,355 |
| Employer contributions (assets) at end of year | 2018-12-31 | $406,108 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $392,002 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $12,290,100 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2018-12-31 | 521186096 |
| 2017 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2017 401k financial data |
|---|
| Total transfer of assets from this plan | 2017-12-31 | $15,674 |
| Total income from all sources (including contributions) | 2017-12-31 | $38,262,204 |
| Total of all expenses incurred | 2017-12-31 | $6,144,440 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,133,190 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $13,729,416 |
| Value of total assets at end of year | 2017-12-31 | $191,769,085 |
| Value of total assets at beginning of year | 2017-12-31 | $159,666,995 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,250 |
| Total interest from all sources | 2017-12-31 | $1,699,319 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,048,378 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,048,378 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Other income not declared elsewhere | 2017-12-31 | $120,273 |
| Administrative expenses (other) incurred | 2017-12-31 | $11,250 |
| 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 | $32,117,764 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $191,769,085 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $159,666,995 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $136,839,474 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $107,563,310 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,946,627 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,226,206 |
| Interest earned on other investments | 2017-12-31 | $1,699,319 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,820,525 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,070,230 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,070,230 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $43,770,457 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $41,622,265 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $504,740 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $19,336,729 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $328,089 |
| 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 | $13,729,416 |
| Employer contributions (assets) at end of year | 2017-12-31 | $392,002 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $184,984 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,628,450 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2017-12-31 | 521186096 |
| 2016 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2016 401k financial data |
|---|
| Total transfer of assets to this plan | 2016-12-31 | $299 |
| Total income from all sources (including contributions) | 2016-12-31 | $22,731,681 |
| Total of all expenses incurred | 2016-12-31 | $9,822,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,788,918 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $12,949,656 |
| Value of total assets at end of year | 2016-12-31 | $159,666,995 |
| Value of total assets at beginning of year | 2016-12-31 | $146,757,953 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $34,020 |
| Total interest from all sources | 2016-12-31 | $1,743,227 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,667,911 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,667,911 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Other income not declared elsewhere | 2016-12-31 | $76,967 |
| Administrative expenses (other) incurred | 2016-12-31 | $34,020 |
| 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 | $12,908,743 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $159,666,995 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $146,757,953 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $107,563,310 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $98,270,754 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $7,226,206 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,380,388 |
| Interest earned on other investments | 2016-12-31 | $1,743,227 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,070,230 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,689,206 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,689,206 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $41,622,265 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $39,228,605 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $689,984 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,951,410 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $342,510 |
| 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 | $12,949,656 |
| Employer contributions (assets) at end of year | 2016-12-31 | $184,984 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $189,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,098,934 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2016-12-31 | 521186096 |
| 2015 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2015 401k financial data |
|---|
| Total transfer of assets to this plan | 2015-12-31 | $7,548 |
| Total income from all sources (including contributions) | 2015-12-31 | $14,032,914 |
| Total of all expenses incurred | 2015-12-31 | $8,709,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,675,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $12,045,835 |
| Value of total assets at end of year | 2015-12-31 | $146,757,953 |
| Value of total assets at beginning of year | 2015-12-31 | $141,426,720 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $33,750 |
| Total interest from all sources | 2015-12-31 | $1,575,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,849,508 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,849,508 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Other income not declared elsewhere | 2015-12-31 | $93,623 |
| Administrative expenses (other) incurred | 2015-12-31 | $33,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $5,323,685 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $146,757,953 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $141,426,720 |
| 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 | $98,270,754 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $94,943,126 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $6,380,388 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $5,488,288 |
| Interest earned on other investments | 2015-12-31 | $1,575,344 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,689,206 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,600,366 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,600,366 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $39,228,605 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $38,254,088 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,246,047 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,997,216 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $465,820 |
| 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 | $12,045,835 |
| Employer contributions (assets) at end of year | 2015-12-31 | $189,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $140,852 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,429,432 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2015-12-31 | 521186096 |
| 2014 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $1,872 |
| Total income from all sources (including contributions) | 2014-12-31 | $18,936,111 |
| Total of all expenses incurred | 2014-12-31 | $7,087,183 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,075,933 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,743,867 |
| Value of total assets at end of year | 2014-12-31 | $141,426,720 |
| Value of total assets at beginning of year | 2014-12-31 | $129,575,920 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,250 |
| Total interest from all sources | 2014-12-31 | $1,593,578 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,454,882 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,454,882 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Other income not declared elsewhere | 2014-12-31 | $81,840 |
| Administrative expenses (other) incurred | 2014-12-31 | $11,250 |
| 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 | $11,848,928 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $141,426,720 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $129,575,920 |
| 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 | $94,943,126 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $84,808,392 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $5,488,288 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $4,530,694 |
| Interest earned on other investments | 2014-12-31 | $1,593,578 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,600,366 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,778,922 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,778,922 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $38,254,088 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $37,332,255 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $394,510 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,475,784 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $586,160 |
| 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 | No |
| 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 | $10,743,867 |
| Employer contributions (assets) at end of year | 2014-12-31 | $140,852 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $125,657 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,681,423 |
| 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 | 2014-12-31 | No |
| 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 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2014-12-31 | 521186096 |
| 2013 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $27,819,484 |
| Total of all expenses incurred | 2013-12-31 | $6,400,892 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,400,892 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,821,428 |
| Value of total assets at end of year | 2013-12-31 | $129,575,920 |
| Value of total assets at beginning of year | 2013-12-31 | $108,157,328 |
| Total interest from all sources | 2013-12-31 | $1,492,866 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $995,079 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $995,079 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $21,418,592 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $129,575,920 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $108,157,328 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $84,808,392 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $66,535,404 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $4,530,694 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,743,267 |
| Interest earned on other investments | 2013-12-31 | $1,492,866 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,778,922 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,492,861 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,492,861 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $37,332,255 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $35,286,229 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $115,035 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $15,128,525 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $381,586 |
| 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 | $9,821,428 |
| Employer contributions (assets) at end of year | 2013-12-31 | $125,657 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $99,567 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,285,857 |
| 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 | 2013-12-31 | No |
| 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 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2013-12-31 | 521186096 |
| 2012 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $19,550,274 |
| Total of all expenses incurred | 2012-12-31 | $5,792,206 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,792,206 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,034,565 |
| Value of total assets at end of year | 2012-12-31 | $108,157,328 |
| Value of total assets at beginning of year | 2012-12-31 | $94,399,260 |
| Total interest from all sources | 2012-12-31 | $1,399,724 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $391,144 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $391,144 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $13,758,068 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $108,157,328 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $94,399,260 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $66,535,404 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $54,593,150 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,743,267 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,181,227 |
| Interest earned on other investments | 2012-12-31 | $1,399,724 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,492,861 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,273,051 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,273,051 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $35,286,229 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $34,250,873 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $235,984 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $8,401,326 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $323,515 |
| 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 | $9,034,565 |
| Employer contributions (assets) at end of year | 2012-12-31 | $99,567 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $100,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,556,222 |
| 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 | 2012-12-31 | No |
| 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 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2012-12-31 | 521186096 |
| 2011 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $8,471,402 |
| Total of all expenses incurred | 2011-12-31 | $3,656,350 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,656,039 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,116,201 |
| Value of total assets at end of year | 2011-12-31 | $94,399,260 |
| Value of total assets at beginning of year | 2011-12-31 | $89,584,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $311 |
| Total interest from all sources | 2011-12-31 | $1,360,891 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $227,521 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $227,521 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $311 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $4,815,052 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $94,399,260 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $89,584,208 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $54,593,150 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $51,942,502 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $3,181,227 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,456,538 |
| Interest earned on other investments | 2011-12-31 | $1,360,891 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,273,051 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,444,978 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,444,978 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $34,250,873 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $32,647,839 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $169,558 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,574,770 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $341,559 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $8,116,201 |
| Employer contributions (assets) at end of year | 2011-12-31 | $100,959 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $92,351 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,486,481 |
| 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 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | RUBINO & COMPANY, CHARTERED |
| Accountancy firm EIN | 2011-12-31 | 521186096 |
| 2010 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $14,821,335 |
| Total of all expenses incurred | 2010-12-31 | $6,876,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,874,809 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,741,320 |
| Value of total assets at end of year | 2010-12-31 | $89,584,208 |
| Value of total assets at beginning of year | 2010-12-31 | $81,638,957 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,275 |
| Total interest from all sources | 2010-12-31 | $1,222,383 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $86,914 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $86,914 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Administrative expenses (other) incurred | 2010-12-31 | $1,275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $7,945,251 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $89,584,208 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $81,638,957 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $51,942,502 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $45,802,875 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,456,538 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,106,546 |
| Interest earned on other investments | 2010-12-31 | $1,222,383 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,444,978 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,843,051 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,843,051 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $32,647,839 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $30,802,175 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $16,334 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $6,499,675 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $271,043 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $6,741,320 |
| Employer contributions (assets) at end of year | 2010-12-31 | $92,351 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $84,310 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,858,475 |
| 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 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | RUBINO & MCGEEHIN, CHARTERED |
| Accountancy firm EIN | 2010-12-31 | 521186096 |
| 2009 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
