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AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 401k Plan overview

Plan NameAMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN
Plan identification number 001

AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name:AMERICAN FOREIGN SERVICE ASSOCIATION
Employer identification number (EIN):530173091
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Additional information about AMERICAN FOREIGN SERVICE ASSOCIATION

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 723379

More information about AMERICAN FOREIGN SERVICE ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ASGEIR SIGFUSSON
0012023-01-01
0012023-01-01ASGEIR SIGFUSSON
0012022-01-01
0012022-01-01ASGEIR SIGFUSSON
0012021-01-01
0012021-01-01ASGEIR SIGFUSSON
0012020-01-01
0012019-01-01
0012018-01-01RUSSELL CAPPS RUSSELL CAPPS2019-04-09
0012017-01-01RUSSELL CAPPS RUSSELL CAPPS2018-03-26
0012016-01-01IAN HOUSTON IAN HOUSTON2017-05-10
0012015-01-01IAN HOUSTON IAN HOUSTON2016-05-09
0012014-01-01IAN HOUSTON IAN HOUSTON2015-03-13
0012013-01-01IAN HOUSTON IAN HOUSTON2014-06-16
0012012-01-01IAN HOUSTON IAN HOUSTON2013-04-30
0012011-01-01IAN HOUSTON IAN HOUSTON2012-06-05
0012010-01-01IAN HOUSTON IAN HOUSTON2011-05-31
0012009-01-01IAN HOUSTON IAN HOUSTON2010-09-21
0012007-01-01IAN HOUSTON

Financial Data on AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN

Measure Date Value
2024 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$1,840,183
Expenses. Total of all expenses incurred2024-01-01$131,407
Benefits paid (including direct rollovers)2024-01-01$110,626
Total plan assets at end of year2024-01-01$10,437,623
Total plan assets at beginning of year2024-01-01$8,728,847
Value of fidelity bond covering the plan2024-01-01$2,000,000
Total contributions received or receivable from participants2024-01-01$367,877
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$1,289,841
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$1,708,776
Net plan assets at end of year (total assets less liabilities)2024-01-01$10,437,623
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$8,728,847
Assets. Value of participant loans2024-01-01$40,223
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2024-01-01$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2024-01-01$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022024-01-01$0
Total contributions received or receivable from employer(s)2024-01-01$182,465
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$20,781
2023 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,775,775
Expenses. Total of all expenses incurred2023-12-31$75,174
Benefits paid (including direct rollovers)2023-12-31$74,611
Total plan assets at end of year2023-12-31$8,728,847
Total plan assets at beginning of year2023-12-31$7,028,246
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$356,349
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,244,088
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,700,601
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,728,847
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$7,028,246
Assets. Value of participant loans2023-12-31$48,958
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$500
Total contributions received or receivable from employer(s)2023-12-31$175,338
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$563
2022 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-927,778
Expenses. Total of all expenses incurred2022-12-31$144,053
Benefits paid (including direct rollovers)2022-12-31$142,961
Total plan assets at end of year2022-12-31$7,028,246
Total plan assets at beginning of year2022-12-31$8,100,077
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$332,166
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,415,976
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,071,831
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,028,246
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,100,077
Assets. Value of participant loans2022-12-31$70,556
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$12,500
Total contributions received or receivable from employer(s)2022-12-31$156,032
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,092
2021 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,542,615
Expenses. Total of all expenses incurred2021-12-31$442,516
Benefits paid (including direct rollovers)2021-12-31$441,947
Total plan assets at end of year2021-12-31$8,100,077
Total plan assets at beginning of year2021-12-31$6,999,978
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$295,383
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$50,090
Other income received2021-12-31$1,062,010
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,100,099
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,100,077
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,999,978
Assets. Value of participant loans2021-12-31$14,720
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$12,000
Total contributions received or receivable from employer(s)2021-12-31$135,132
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,849,458
Expenses. Total of all expenses incurred2020-12-31$1,915,699
Benefits paid (including direct rollovers)2020-12-31$1,915,079
Total plan assets at end of year2020-12-31$6,999,978
Total plan assets at beginning of year2020-12-31$7,066,219
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$262,407
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$600,000
Other income received2020-12-31$861,443
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-66,241
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,999,978
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,066,219
Assets. Value of participant loans2020-12-31$32,369
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$125,608
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,600,239
Expenses. Total of all expenses incurred2019-12-31$207,258
Benefits paid (including direct rollovers)2019-12-31$206,328
Total plan assets at end of year2019-12-31$7,066,219
Total plan assets at beginning of year2019-12-31$5,673,238
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$195,360
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,290,606
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,392,981
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,066,219
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,673,238
Assets. Value of participant loans2019-12-31$27,872
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$114,273
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$298,781
Expenses. Total of all expenses incurred2018-12-31$752,871
Benefits paid (including direct rollovers)2018-12-31$752,420
Total plan assets at end of year2018-12-31$5,673,238
Total plan assets at beginning of year2018-12-31$6,127,328
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$219,420
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$303,636
Other income received2018-12-31$-337,999
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-454,090
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,673,238
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,127,328
Assets. Value of participant loans2018-12-31$47,899
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$113,724
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,246,953
Expenses. Total of all expenses incurred2017-12-31$-34,440
Benefits paid (including direct rollovers)2017-12-31$-34,616
Total plan assets at end of year2017-12-31$6,127,328
Total plan assets at beginning of year2017-12-31$4,845,935
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$244,701
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$900,537
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,281,393
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,127,328
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,845,935
Assets. Value of participant loans2017-12-31$19,346
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$101,715
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$654,669
Expenses. Total of all expenses incurred2016-12-31$221,197
Benefits paid (including direct rollovers)2016-12-31$220,783
Total plan assets at end of year2016-12-31$4,845,935
Total plan assets at beginning of year2016-12-31$4,412,463
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$263,630
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$287,697
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$433,472
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,845,935
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,412,463
Assets. Value of participant loans2016-12-31$38,750
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$103,342
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$414
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$349,142
Expenses. Total of all expenses incurred2015-12-31$42,331
Benefits paid (including direct rollovers)2015-12-31$41,440
Total plan assets at end of year2015-12-31$4,412,463
Total plan assets at beginning of year2015-12-31$4,105,652
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$263,796
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-15,328
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$306,811
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,412,463
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,105,652
Assets. Value of participant loans2015-12-31$30,121
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$100,674
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$604,413
Expenses. Total of all expenses incurred2014-12-31$807,678
Benefits paid (including direct rollovers)2014-12-31$805,714
Total plan assets at end of year2014-12-31$4,105,652
Total plan assets at beginning of year2014-12-31$4,308,917
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$236,511
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$276,242
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-203,265
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,105,652
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,308,917
Assets. Value of participant loans2014-12-31$10,427
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$91,660
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,964
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,076,866
Expenses. Total of all expenses incurred2013-12-31$354,635
Benefits paid (including direct rollovers)2013-12-31$352,835
Total plan assets at end of year2013-12-31$4,308,917
Total plan assets at beginning of year2013-12-31$3,586,686
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$268,201
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$720,195
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$722,231
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,308,917
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,586,686
Assets. Value of participant loans2013-12-31$19,230
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$88,470
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$741,605
Expenses. Total of all expenses incurred2012-12-31$172,507
Benefits paid (including direct rollovers)2012-12-31$168,239
Total plan assets at end of year2012-12-31$3,586,686
Total plan assets at beginning of year2012-12-31$3,017,588
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$264,490
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$389,660
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$569,098
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,586,686
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,017,588
Assets. Value of participant loans2012-12-31$27,299
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$87,455
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$274,173
Expenses. Total of all expenses incurred2011-12-31$268,893
Benefits paid (including direct rollovers)2011-12-31$259,334
Total plan assets at end of year2011-12-31$3,017,588
Total plan assets at beginning of year2011-12-31$3,012,308
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$228,430
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$58,481
Other income received2011-12-31$-93,134
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$5,280
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,017,588
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,012,308
Assets. Value of participant loans2011-12-31$18,307
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$37,591
Total contributions received or receivable from employer(s)2011-12-31$80,396
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$612,491
Expenses. Total of all expenses incurred2010-12-31$37,197
Benefits paid (including direct rollovers)2010-12-31$26,351
Total plan assets at end of year2010-12-31$3,012,308
Total plan assets at beginning of year2010-12-31$2,437,014
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$203,960
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$331,928
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$575,294
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,012,308
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,437,014
Assets. Value of participant loans2010-12-31$2,540
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$37,591
Total contributions received or receivable from employer(s)2010-12-31$76,603
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN

2023: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
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 FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: AMERICAN FOREIGN SERVICE ASSOCIATION CASH/DEFERRED PROFIT SHAFING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered45
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,296
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,124
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1

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