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AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameAMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN
Plan identification number 002

AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN LIBRARY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN LIBRARY ASSOCIATION
Employer identification number (EIN):362166947
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-01-01RUSSELL SWEDOWSKI RUSSELL SWEDOWSKI2012-02-21
0022009-01-01RUSSELL SWEDOWSKI
0022009-01-01RUSSELL SWEDOWSKI
0022009-01-01RUSSELL SWEDOWSKI

Plan Statistics for AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2010: AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01446
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01443
Total number of active participants reported on line 7a of the Form 55002009-01-01412
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01440
Number of participants with account balances2009-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2010 : AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$13,241,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,670,298
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$888,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$888,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$519,493
Value of total assets at end of year2010-12-31$13,241,152
Value of total assets at beginning of year2010-12-31$12,458,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$167,356
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,364
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$519,493
Participant contributions at end of year2010-12-31$19,450
Participant contributions at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$13,241,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$782,175
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,241,152
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,458,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,853,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,084,579
Value of interest in pooled separate accounts at end of year2010-12-31$566,391
Value of interest in pooled separate accounts at beginning of year2010-12-31$514,519
Interest earned on other investments2010-12-31$167,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,801,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,859,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$915,758
Net investment gain/loss from pooled separate accounts2010-12-31$65,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$888,123
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN

2010: AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN LIBRARY ASSOCIATION TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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