Logo

AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 401k Plan overview

Plan NameAMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN
Plan identification number 003

AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:AMERICAN PSYCHOLOGICAL ASSOCIATION
Employer identification number (EIN):530205890
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN PSYCHOLOGICAL ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1140217

More information about AMERICAN PSYCHOLOGICAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01ISMAEL RIVERA ISMAEL RIVERA2018-10-12
0032017-01-01ISMAEL RIVERA ISMAEL RIVERA2018-10-12
0032016-01-01ISMAEL RIVERA ISMAEL RIVERA2017-10-05
0032015-01-01ISMAEL RIVERA ISMAEL RIVERA2016-10-13
0032014-01-01ISMAEL RIVERA ISMAEL RIVERA2015-10-15
0032013-01-01ISMAEL RIVERA ISMAEL RIVERA2014-09-22
0032012-01-01ISMAEL RIVERA ISMAEL RIVERA2013-10-15
0032011-01-01ISMAEL RIVERA
0032009-01-01ISMAEL RIVERA, JR.

Plan Statistics for AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN

Measure Date Value
2022: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,236
Total number of active participants reported on line 7a of the Form 55002022-01-01946
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01524
Total of all active and inactive participants2022-01-011,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,480
Number of participants with account balances2022-01-011,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,445
Total number of active participants reported on line 7a of the Form 55002021-01-01963
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01489
Total of all active and inactive participants2021-01-011,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,462
Number of participants with account balances2021-01-011,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,484
Total number of active participants reported on line 7a of the Form 55002020-01-01963
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01476
Total of all active and inactive participants2020-01-011,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,445
Number of participants with account balances2020-01-011,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,479
Total number of active participants reported on line 7a of the Form 55002019-01-011,039
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01435
Total of all active and inactive participants2019-01-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,484
Number of participants with account balances2019-01-011,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,449
Total number of active participants reported on line 7a of the Form 55002018-01-011,047
Number of retired or separated participants receiving benefits2018-01-01261
Number of other retired or separated participants entitled to future benefits2018-01-01169
Total of all active and inactive participants2018-01-011,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,479
Number of participants with account balances2018-01-011,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,061
Total number of active participants reported on line 7a of the Form 55002017-01-011,036
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01410
Total of all active and inactive participants2017-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,449
Number of participants with account balances2017-01-011,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,026
Total number of active participants reported on line 7a of the Form 55002016-01-01723
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01333
Total of all active and inactive participants2016-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,061
Number of participants with account balances2016-01-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,011
Total number of active participants reported on line 7a of the Form 55002015-01-01607
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01417
Total of all active and inactive participants2015-01-011,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,026
Number of participants with account balances2015-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01956
Total number of active participants reported on line 7a of the Form 55002014-01-01596
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01410
Total of all active and inactive participants2014-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,010
Number of participants with account balances2014-01-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01925
Total number of active participants reported on line 7a of the Form 55002013-01-01956
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01348
Total of all active and inactive participants2013-01-011,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,310
Number of participants with account balances2013-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,104
Total number of active participants reported on line 7a of the Form 55002012-01-01585
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-01326
Total of all active and inactive participants2012-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01944
Number of participants with account balances2012-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,105
Total number of active participants reported on line 7a of the Form 55002011-01-01586
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01512
Total of all active and inactive participants2011-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,104
Number of participants with account balances2011-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,054
Total number of active participants reported on line 7a of the Form 55002009-01-01544
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01498
Total of all active and inactive participants2009-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,047
Number of participants with account balances2009-01-011,037

Financial Data on AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN

Measure Date Value
2022 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,265,812
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,977,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,841,318
Expenses. Certain deemed distributions of participant loans2022-12-31$49,833
Value of total corrective distributions2022-12-31$606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,104,497
Value of total assets at end of year2022-12-31$130,301,423
Value of total assets at beginning of year2022-12-31$154,544,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,379
Total interest from all sources2022-12-31$833,261
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,881,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,881,207
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,195,806
Participant contributions at end of year2022-12-31$569,055
Participant contributions at beginning of year2022-12-31$590,046
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$548,922
Other income not declared elsewhere2022-12-31$15,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,242,948
Value of net assets at end of year (total assets less liabilities)2022-12-31$130,301,423
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$154,544,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$51,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$105,939,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$131,141,625
Value of interest in pooled separate accounts at end of year2022-12-31$2,537,675
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,598,052
Interest on participant loans2022-12-31$26,772
Interest earned on other investments2022-12-31$806,489
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,255,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,214,648
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$229,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,315,969
Net investment gain/loss from pooled separate accounts2022-12-31$215,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,359,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,611,362
Contract administrator fees2022-12-31$33,574
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-12-31470900880
2021 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$27,076,061
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,286,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,173,011
Expenses. Certain deemed distributions of participant loans2021-12-31$27,708
Value of total corrective distributions2021-12-31$979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,663,161
Value of total assets at end of year2021-12-31$154,544,371
Value of total assets at beginning of year2021-12-31$137,754,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,593
Total interest from all sources2021-12-31$715,803
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,700,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,700,742
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,904,877
Participant contributions at end of year2021-12-31$590,046
Participant contributions at beginning of year2021-12-31$623,469
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$616,416
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,789,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$154,544,371
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$137,754,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$71,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$131,141,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$113,201,022
Value of interest in pooled separate accounts at end of year2021-12-31$2,598,052
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,435,949
Interest on participant loans2021-12-31$29,048
Interest earned on other investments2021-12-31$686,755
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,214,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,494,161
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$202,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,590,215
Net investment gain/loss from pooled separate accounts2021-12-31$406,140
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$3,141,868
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,970,031
Contract administrator fees2021-12-31$13,243
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-12-31470900880
2020 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$25,150,002
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,851,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,761,735
Expenses. Certain deemed distributions of participant loans2020-12-31$5,997
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,503,553
Value of total assets at end of year2020-12-31$137,754,601
Value of total assets at beginning of year2020-12-31$121,456,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,127
Total interest from all sources2020-12-31$839,846
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,719,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,719,950
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,069,874
Participant contributions at end of year2020-12-31$623,469
Participant contributions at beginning of year2020-12-31$674,144
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$193,626
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$127,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,298,143
Value of net assets at end of year (total assets less liabilities)2020-12-31$137,754,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$121,456,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$71,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$113,201,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$97,140,721
Value of interest in pooled separate accounts at end of year2020-12-31$2,435,949
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,925,898
Interest on participant loans2020-12-31$35,065
Interest earned on other investments2020-12-31$804,781
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,494,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,522,069
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$321,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,111,530
Net investment gain/loss from pooled separate accounts2020-12-31$-24,877
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$3,306,014
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,440,392
Contract administrator fees2020-12-31$11,970
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,329,463
Total income from all sources (including contributions)2019-12-31$28,329,463
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,097,050
Total of all expenses incurred2019-12-31$8,097,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,043,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,043,647
Expenses. Certain deemed distributions of participant loans2019-12-31$9,953
Expenses. Certain deemed distributions of participant loans2019-12-31$9,953
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,826,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,826,597
Value of total assets at end of year2019-12-31$121,456,458
Value of total assets at end of year2019-12-31$121,456,458
Value of total assets at beginning of year2019-12-31$101,224,045
Value of total assets at beginning of year2019-12-31$101,224,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,450
Total interest from all sources2019-12-31$788,293
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,511,785
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,511,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,511,785
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,511,785
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,679,803
Contributions received from participants2019-12-31$4,679,803
Participant contributions at end of year2019-12-31$674,144
Participant contributions at end of year2019-12-31$674,144
Participant contributions at beginning of year2019-12-31$489,800
Participant contributions at beginning of year2019-12-31$489,800
Assets. Other investments not covered elsewhere at end of year2019-12-31$193,626
Assets. Other investments not covered elsewhere at end of year2019-12-31$193,626
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$963,980
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$963,980
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$52
Administrative expenses (other) incurred2019-12-31$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,232,413
Value of net income/loss2019-12-31$20,232,413
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,456,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,456,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,224,045
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,224,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$32,622
Investment advisory and management fees2019-12-31$32,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$97,140,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$97,140,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,925,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,925,384
Value of interest in pooled separate accounts at end of year2019-12-31$2,925,898
Value of interest in pooled separate accounts at end of year2019-12-31$2,925,898
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,151,872
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,151,872
Interest on participant loans2019-12-31$30,047
Interest on participant loans2019-12-31$30,047
Interest earned on other investments2019-12-31$758,246
Interest earned on other investments2019-12-31$758,246
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,522,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,522,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,656,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,656,989
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$570,130
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$570,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,042,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,042,400
Net investment gain/loss from pooled separate accounts2019-12-31$160,388
Net investment gain/loss from pooled separate accounts2019-12-31$160,388
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$3,182,814
Contributions received in cash from employer2019-12-31$3,182,814
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,473,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,473,517
Contract administrator fees2019-12-31$10,776
Contract administrator fees2019-12-31$10,776
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,171,948
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,691,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,588,494
Expenses. Certain deemed distributions of participant loans2018-12-31$54,110
Value of total corrective distributions2018-12-31$1,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,155,064
Value of total assets at end of year2018-12-31$101,224,045
Value of total assets at beginning of year2018-12-31$107,743,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,488
Total interest from all sources2018-12-31$789,168
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,415,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,415,112
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,250,865
Participant contributions at end of year2018-12-31$489,800
Participant contributions at beginning of year2018-12-31$633,136
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$174,502
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,030,452
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,519,916
Value of net assets at end of year (total assets less liabilities)2018-12-31$101,224,045
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$107,743,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,925,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$85,049,986
Value of interest in pooled separate accounts at end of year2018-12-31$3,151,872
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,233,264
Interest on participant loans2018-12-31$26,935
Interest earned on other investments2018-12-31$762,233
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,656,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,653,073
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,338,828
Net investment gain/loss from pooled separate accounts2018-12-31$151,432
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$2,873,747
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,588,494
Contract administrator fees2018-12-31$10,607
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$22,527,457
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,769,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,675,011
Expenses. Certain deemed distributions of participant loans2017-12-31$44,899
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,028,646
Value of total assets at end of year2017-12-31$107,743,961
Value of total assets at beginning of year2017-12-31$94,985,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,262
Total interest from all sources2017-12-31$722,322
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,967,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,967,009
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,095,129
Participant contributions at end of year2017-12-31$633,136
Participant contributions at beginning of year2017-12-31$469,073
Assets. Other investments not covered elsewhere at end of year2017-12-31$174,502
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,493,992
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$18,083
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,758,285
Value of net assets at end of year (total assets less liabilities)2017-12-31$107,743,961
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,985,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$40,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$85,049,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,439,587
Value of interest in pooled separate accounts at end of year2017-12-31$3,233,264
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,398,799
Interest on participant loans2017-12-31$25,249
Interest earned on other investments2017-12-31$697,073
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,653,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,678,217
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$492,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,651,490
Net investment gain/loss from pooled separate accounts2017-12-31$139,907
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,439,525
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,182,058
Contract administrator fees2017-12-31$8,770
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-12-31470900880
2016 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,376,955
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,842,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,772,011
Expenses. Certain deemed distributions of participant loans2016-12-31$23,348
Value of total corrective distributions2016-12-31$749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,473,899
Value of total assets at end of year2016-12-31$94,985,676
Value of total assets at beginning of year2016-12-31$88,451,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,322
Total interest from all sources2016-12-31$732,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,273,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,273,587
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,046,314
Participant contributions at end of year2016-12-31$469,073
Participant contributions at beginning of year2016-12-31$220,338
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$937,352
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$3
Administrative expenses (other) incurred2016-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,534,525
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,985,676
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$88,451,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$37,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$72,439,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,785,930
Value of interest in pooled separate accounts at end of year2016-12-31$3,398,800
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,426,913
Interest on participant loans2016-12-31$14,611
Interest earned on other investments2016-12-31$717,491
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,678,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,017,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,723,881
Net investment gain/loss from pooled separate accounts2016-12-31$173,483
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,490,233
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,772,011
Contract administrator fees2016-12-31$8,932
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,630,195
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,288,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,230,908
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,969,019
Value of total assets at end of year2015-12-31$88,451,151
Value of total assets at beginning of year2015-12-31$83,109,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,806
Total interest from all sources2015-12-31$651,598
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,198,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,198,661
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,977,894
Participant contributions at end of year2015-12-31$220,338
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,537,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$36,562
Administrative expenses (other) incurred2015-12-31$3,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,341,481
Value of net assets at end of year (total assets less liabilities)2015-12-31$88,451,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$83,109,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$51,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$66,785,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,943,752
Value of interest in pooled separate accounts at end of year2015-12-31$3,426,913
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,733,660
Interest on participant loans2015-12-31$1,534
Interest earned on other investments2015-12-31$650,064
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,017,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,432,258
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$67,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,552,638
Net investment gain/loss from pooled separate accounts2015-12-31$326,993
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$2,453,132
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,163,839
Contract administrator fees2015-12-31$2,759
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-12-31470900880
2014 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,622,404
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,670,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,615,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,791,831
Value of total assets at end of year2014-12-31$83,109,670
Value of total assets at beginning of year2014-12-31$73,157,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,627
Total interest from all sources2014-12-31$614,625
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$910,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$910,315
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,859,685
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,589,697
Other income not declared elsewhere2014-12-31$38,359
Administrative expenses (other) incurred2014-12-31$872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,951,695
Value of net assets at end of year (total assets less liabilities)2014-12-31$83,109,670
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,157,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$54,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,943,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,479,413
Value of interest in pooled separate accounts at end of year2014-12-31$4,733,660
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,903,611
Interest earned on other investments2014-12-31$614,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,432,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,774,951
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$55,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,770,974
Net investment gain/loss from pooled separate accounts2014-12-31$496,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,342,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,559,847
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880
2013 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,974,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,352,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,352,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,217,219
Value of total assets at end of year2013-12-31$73,157,975
Value of total assets at beginning of year2013-12-31$58,535,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$550,143
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$643,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$643,647
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,705,956
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$201,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,622,112
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,157,975
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$58,535,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,479,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,801,461
Value of interest in pooled separate accounts at end of year2013-12-31$3,903,611
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,310,032
Interest earned on other investments2013-12-31$550,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,774,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,424,370
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$139,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,227,167
Net investment gain/loss from pooled separate accounts2013-12-31$336,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,310,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,213,380
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-12-31470900880
2012 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,739,007
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,061,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,061,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,889,527
Value of total assets at end of year2012-12-31$58,535,863
Value of total assets at beginning of year2012-12-31$48,858,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$502,626
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$268,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$268,638
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,480,714
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$198,932
Other income not declared elsewhere2012-12-31$155,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,677,230
Value of net assets at end of year (total assets less liabilities)2012-12-31$58,535,863
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,858,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$41,801,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,155,856
Value of interest in pooled separate accounts at end of year2012-12-31$3,310,032
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,904,526
Interest earned on other investments2012-12-31$502,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,424,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,798,251
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$165,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,627,555
Net investment gain/loss from pooled separate accounts2012-12-31$295,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,209,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,896,174
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-12-31470900880
2011 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,531,151
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,866,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,859,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,412,616
Value of total assets at end of year2011-12-31$48,858,633
Value of total assets at beginning of year2011-12-31$45,194,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,416
Total interest from all sources2011-12-31$456,420
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$140,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$140,086
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,243,485
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$103,296
Administrative expenses (other) incurred2011-12-31$7,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,664,437
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,858,633
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,194,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,155,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,283,917
Value of interest in pooled separate accounts at end of year2011-12-31$2,904,526
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,204,587
Interest earned on other investments2011-12-31$456,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,798,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,705,692
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$154,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-784,992
Net investment gain/loss from pooled separate accounts2011-12-31$307,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,065,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,704,990
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$9,514,098
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$981,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$980,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,320,175
Value of total assets at end of year2010-12-31$45,194,196
Value of total assets at beginning of year2010-12-31$36,661,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,520
Total interest from all sources2010-12-31$392,015
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$51,138
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$51,138
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$3,113,576
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$213,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,658
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$8,532,277
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,194,196
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,661,919
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$32,283,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,651,052
Value of interest in pooled separate accounts at end of year2010-12-31$2,204,587
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,667,188
Interest earned on other investments2010-12-31$392,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,705,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,341,021
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$231,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,504,740
Net investment gain/loss from pooled separate accounts2010-12-31$246,030
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
Contributions received in cash from employer2010-12-31$1,993,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$749,075
Contract administrator fees2010-12-31$1,520
Did the plan have assets held for investment2010-12-31Yes
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880

Form 5500 Responses for AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN

2022: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762324-01
Policy instance 1
Insurance contract or identification number762324-01
Number of Individuals Covered122
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 2
Insurance contract or identification number151142
Number of Individuals Covered429
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 2
Insurance contract or identification number151142
Number of Individuals Covered433
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61629
Policy instance 1
Insurance contract or identification numberMR 61629
Number of Individuals Covered823
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 2
Insurance contract or identification number151142
Number of Individuals Covered451
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61629
Policy instance 1
Insurance contract or identification numberMR 61629
Number of Individuals Covered792
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 2
Insurance contract or identification number151142
Number of Individuals Covered468
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61629
Policy instance 1
Insurance contract or identification numberMR 61629
Number of Individuals Covered807
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61629
Policy instance 1
Insurance contract or identification numberMR 61629
Number of Individuals Covered777
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 2
Insurance contract or identification number151142
Number of Individuals Covered496
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 2
Insurance contract or identification number151142
Number of Individuals Covered511
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61629
Policy instance 1
Insurance contract or identification numberMR 61629
Number of Individuals Covered682
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 2
Insurance contract or identification number151142
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61629
Policy instance 1
Insurance contract or identification numberMR 61629
Number of Individuals Covered612
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 1
Insurance contract or identification number151142
Number of Individuals Covered735
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 1
Insurance contract or identification number151142
Number of Individuals Covered713
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 1
Insurance contract or identification number151142
Number of Individuals Covered917
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 1
Insurance contract or identification number151142
Number of Individuals Covered1104
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151142
Policy instance 1
Insurance contract or identification number151142
Number of Individuals Covered1105
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1