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THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameTHE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN
Plan identification number 004

THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE ENDOCRINE SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:THE ENDOCRINE SOCIETY
Employer identification number (EIN):730531256
NAIC Classification:541700

Additional information about THE ENDOCRINE SOCIETY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0071023

More information about THE ENDOCRINE SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01KRISTA KIRK2022-10-17
0042020-01-01PAUL HEDRICK2021-09-22
0042019-01-01
0042018-01-01
0042017-01-01PAUL HEDRICK
0042016-01-01PAUL HEDRICK
0042015-01-01PAUL HEDRICK
0042014-01-01PAUL HEDRICK
0042013-01-01JOHN HEBERLEIN2014-07-15 JOHN HEBERLEIN2014-07-15
0042012-01-01JOHN HEBERLEIN2014-07-14 JOHN HEBERLEIN2014-07-14
0042011-01-01JOHN HEBERLEIN2012-07-30
0042010-01-01JOHN HEBERLEIN2011-07-29

Plan Statistics for THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01259
Total number of active participants reported on line 7a of the Form 55002023-01-0178
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01185
Total of all active and inactive participants2023-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01263
Number of participants with account balances2023-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01255
Total number of active participants reported on line 7a of the Form 55002022-01-0171
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01259
Number of participants with account balances2022-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-0173
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01180
Total of all active and inactive participants2021-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01255
Number of participants with account balances2021-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01245
Total number of active participants reported on line 7a of the Form 55002020-01-0176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01173
Total of all active and inactive participants2020-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01249
Number of participants with account balances2020-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-0174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01171
Total of all active and inactive participants2019-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01245
Number of participants with account balances2019-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-0170
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01163
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01242
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01174
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01239
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01143
Total of all active and inactive participants2016-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01242
Number of participants with account balances2016-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-0176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-0157
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,868,753
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,363,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,336,622
Expenses. Certain deemed distributions of participant loans2023-12-31$9,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,557,675
Value of total assets at end of year2023-12-31$27,898,235
Value of total assets at beginning of year2023-12-31$23,392,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,464
Total interest from all sources2023-12-31$196,456
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$218,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$218,158
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$640,254
Participant contributions at end of year2023-12-31$32,798
Participant contributions at beginning of year2023-12-31$9,430
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$226,645
Other income not declared elsewhere2023-12-31$23,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,505,312
Value of net assets at end of year (total assets less liabilities)2023-12-31$27,898,235
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,392,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,780,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,339,419
Value of interest in pooled separate accounts at end of year2023-12-31$692,121
Value of interest in pooled separate accounts at beginning of year2023-12-31$857,526
Interest on participant loans2023-12-31$1,490
Interest earned on other investments2023-12-31$194,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,392,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,186,548
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$196,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,987,190
Net investment gain/loss from pooled separate accounts2023-12-31$-114,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$690,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,140,394
Contract administrator fees2023-12-31$17,464
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CARON & BLETZER PLLC
Accountancy firm EIN2023-12-31043499945
2022 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-2,871,414
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,279,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,279,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,270,333
Value of total assets at end of year2022-12-31$23,392,923
Value of total assets at beginning of year2022-12-31$27,544,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25
Total interest from all sources2022-12-31$168,461
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$340,718
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$340,718
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$568,453
Participant contributions at end of year2022-12-31$9,430
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,718
Other income not declared elsewhere2022-12-31$4,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,151,093
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,392,923
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,544,016
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,339,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,547,538
Value of interest in pooled separate accounts at end of year2022-12-31$857,526
Value of interest in pooled separate accounts at beginning of year2022-12-31$841,365
Interest on participant loans2022-12-31$189
Interest earned on other investments2022-12-31$168,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,186,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,155,113
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$370,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,725,149
Net investment gain/loss from pooled separate accounts2022-12-31$69,409
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$659,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$909,209
Contract administrator fees2022-12-31$25
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER PLLC
Accountancy firm EIN2022-12-31043499945
2021 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$4,878,828
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,451,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,433,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,304,167
Value of total assets at end of year2021-12-31$27,544,016
Value of total assets at beginning of year2021-12-31$24,116,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,000
Total interest from all sources2021-12-31$137,377
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$473,365
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$473,365
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$557,091
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$25,687
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96,912
Other income not declared elsewhere2021-12-31$11,236
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$3,427,044
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,544,016
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,116,972
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,547,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,251,164
Value of interest in pooled separate accounts at end of year2021-12-31$841,365
Value of interest in pooled separate accounts at beginning of year2021-12-31$781,191
Interest earned on other investments2021-12-31$137,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,155,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,039,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,820,756
Net investment gain/loss from pooled separate accounts2021-12-31$131,927
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
Contributions received in cash from employer2021-12-31$650,164
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$19,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,433,784
Contract administrator fees2021-12-31$18,000
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 name2021-12-31CARON & BLETZER PLLC
Accountancy firm EIN2021-12-31043499945
2020 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$4,531,258
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,398,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,380,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,242,166
Value of total assets at end of year2020-12-31$24,116,972
Value of total assets at beginning of year2020-12-31$20,984,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,000
Total interest from all sources2020-12-31$148,382
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$218,788
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$218,788
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$553,726
Participant contributions at end of year2020-12-31$25,687
Participant contributions at beginning of year2020-12-31$19,766
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,749
Other income not declared elsewhere2020-12-31$11,875
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$3,132,594
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,116,972
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,984,378
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,251,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,049,898
Value of interest in pooled separate accounts at end of year2020-12-31$781,191
Value of interest in pooled separate accounts at beginning of year2020-12-31$947,042
Interest earned on other investments2020-12-31$148,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,039,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,952,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,917,195
Net investment gain/loss from pooled separate accounts2020-12-31$-7,148
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
Contributions received in cash from employer2020-12-31$683,691
Employer contributions (assets) at end of year2020-12-31$19,617
Employer contributions (assets) at beginning of year2020-12-31$15,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,380,664
Contract administrator fees2020-12-31$18,000
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$4,601,629
Total income from all sources (including contributions)2019-12-31$4,601,629
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$919,803
Total of all expenses incurred2019-12-31$919,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$906,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$906,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,423,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,423,766
Value of total assets at end of year2019-12-31$20,984,378
Value of total assets at end of year2019-12-31$20,984,378
Value of total assets at beginning of year2019-12-31$17,302,552
Value of total assets at beginning of year2019-12-31$17,302,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,500
Total interest from all sources2019-12-31$142,712
Total interest from all sources2019-12-31$142,712
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$125,674
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$125,674
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$125,674
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$125,674
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$690,122
Amount contributed by the employer to the plan for this plan year2019-12-31$690,122
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$574,595
Contributions received from participants2019-12-31$574,595
Participant contributions at end of year2019-12-31$19,766
Participant contributions at end of year2019-12-31$19,766
Participant contributions at beginning of year2019-12-31$12,840
Participant contributions at beginning of year2019-12-31$12,840
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$159,049
Other income not declared elsewhere2019-12-31$14,756
Other income not declared elsewhere2019-12-31$14,756
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$3,681,826
Value of net income/loss2019-12-31$3,681,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,984,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,984,378
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,302,552
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,302,552
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,049,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,049,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,401,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,401,969
Value of interest in pooled separate accounts at end of year2019-12-31$947,042
Value of interest in pooled separate accounts at end of year2019-12-31$947,042
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,036,640
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,036,640
Interest earned on other investments2019-12-31$142,712
Interest earned on other investments2019-12-31$142,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,952,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,952,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,837,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,837,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,842,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,842,008
Net investment gain/loss from pooled separate accounts2019-12-31$52,713
Net investment gain/loss from pooled separate accounts2019-12-31$52,713
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
Contributions received in cash from employer2019-12-31$690,122
Contributions received in cash from employer2019-12-31$690,122
Employer contributions (assets) at end of year2019-12-31$15,586
Employer contributions (assets) at end of year2019-12-31$15,586
Employer contributions (assets) at beginning of year2019-12-31$13,575
Employer contributions (assets) at beginning of year2019-12-31$13,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$906,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$906,303
Contract administrator fees2019-12-31$13,500
Contract administrator fees2019-12-31$13,500
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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 name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$536,994
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,819,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,819,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,238,167
Value of total assets at end of year2018-12-31$17,302,552
Value of total assets at beginning of year2018-12-31$18,584,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$140,942
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$71,911
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$71,911
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$640,182
Amount contributed by the employer to the plan for this plan year2018-12-31$640,182
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$581,507
Participant contributions at end of year2018-12-31$12,840
Participant contributions at beginning of year2018-12-31$27,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,282,395
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,302,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,584,947
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,401,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,524,838
Value of interest in pooled separate accounts at end of year2018-12-31$1,036,640
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,268,582
Interest earned on other investments2018-12-31$140,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,837,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,639,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-965,639
Net investment gain/loss from pooled separate accounts2018-12-31$51,613
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
Contributions received in cash from employer2018-12-31$640,182
Employer contributions (assets) at end of year2018-12-31$13,575
Employer contributions (assets) at beginning of year2018-12-31$124,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,819,389
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 name2018-12-31TATE & TRYON
Accountancy firm EIN2018-12-31521855942
2017 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$3,536,969
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$860,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$860,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,221,215
Value of total assets at end of year2017-12-31$18,584,947
Value of total assets at beginning of year2017-12-31$15,908,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$132,235
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$715,628
Amount contributed by the employer to the plan for this plan year2017-12-31$715,628
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$505,587
Participant contributions at end of year2017-12-31$27,094
Participant contributions at beginning of year2017-12-31$28,449
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$2,676,500
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,584,947
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,908,447
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,524,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,061,418
Value of interest in pooled separate accounts at end of year2017-12-31$1,268,582
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,226,325
Interest earned on other investments2017-12-31$132,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,639,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,502,648
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$37,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,130,412
Net investment gain/loss from pooled separate accounts2017-12-31$53,107
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$715,628
Employer contributions (assets) at end of year2017-12-31$124,575
Employer contributions (assets) at beginning of year2017-12-31$89,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$823,281
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 name2017-12-31TATE & TRYON
Accountancy firm EIN2017-12-31521855942
2016 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$1,992,667
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$704,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$704,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,131,683
Value of total assets at end of year2016-12-31$15,908,447
Value of total assets at beginning of year2016-12-31$14,619,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$135,562
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$484,287
Participant contributions at end of year2016-12-31$28,449
Participant contributions at beginning of year2016-12-31$14,485
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$1,288,484
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,908,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,619,963
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,061,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,127,915
Value of interest in pooled separate accounts at end of year2016-12-31$1,226,325
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,105,475
Interest earned on other investments2016-12-31$135,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,502,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,318,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$664,319
Net investment gain/loss from pooled separate accounts2016-12-31$61,103
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$647,396
Employer contributions (assets) at end of year2016-12-31$89,607
Employer contributions (assets) at beginning of year2016-12-31$53,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$704,183
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 name2016-12-31TATE & TRYON
Accountancy firm EIN2016-12-31521855942
2015 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$1,214,309
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,115,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,115,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,025,948
Value of total assets at end of year2015-12-31$11,231,970
Value of total assets at beginning of year2015-12-31$11,133,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$188,361
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$420,099
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$98,863
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,231,970
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,133,107
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,980,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,334,134
Value of interest in pooled separate accounts at end of year2015-12-31$999,879
Value of interest in pooled separate accounts at beginning of year2015-12-31$862,945
Interest earned on other investments2015-12-31$188,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,251,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,936,028
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
Contributions received in cash from employer2015-12-31$605,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,115,446
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 name2015-12-31TATE & TRYON
Accountancy firm EIN2015-12-31521855942
2014 : THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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$1,855,528
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$478,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$478,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,172,338
Value of total assets at end of year2014-12-31$11,133,107
Value of total assets at beginning of year2014-12-31$9,756,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$69,324
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$509,040
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,376,889
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,133,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,756,218
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,334,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,216,843
Value of interest in pooled separate accounts at end of year2014-12-31$862,945
Value of interest in pooled separate accounts at beginning of year2014-12-31$756,638
Interest earned on other investments2014-12-31$69,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,936,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,782,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$519,345
Net investment gain/loss from pooled separate accounts2014-12-31$94,521
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$663,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$478,639
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 name2014-12-31TATE & TRYON
Accountancy firm EIN2014-12-31521855942

Form 5500 Responses for THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN

2023: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2016: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2015: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2014: THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366175
Policy instance 1
Insurance contract or identification number366175
Number of Individuals Covered196
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number366175
Policy instance 1
Insurance contract or identification number366175
Number of Individuals Covered196
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 number366175
Policy instance 1
Insurance contract or identification number366175
Number of Individuals Covered197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number366175
Policy instance 1
Insurance contract or identification number366175
Number of Individuals Covered204
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?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 number366175/366176
Policy instance 1
Insurance contract or identification number366175/366176
Number of Individuals Covered210
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?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 number366175/366176
Policy instance 1
Insurance contract or identification number366175/366176
Number of Individuals Covered226
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number366175
Policy instance 1
Insurance contract or identification number366175
Number of Individuals Covered241
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?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 number366175
Policy instance 1
Insurance contract or identification number366175
Number of Individuals Covered140
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?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 number366175
Policy instance 1
Insurance contract or identification number366175
Number of Individuals Covered141
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

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