401k Plan data: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES plan

THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan Name	THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES
Plan identification number	003

THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HARVARD CLUB OF BOSTON has sponsored the creation of one or more 401k plans.

Company Name: HARVARD CLUB OF BOSTON

Employer identification number (EIN): 041423320

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-02-01

Plan Statistics for THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 117
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 130
Number of participants with account balances 2022-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 64
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 64
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 32
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 61
Number of participants with account balances 2020-01-01 50

Measure	Date	Value
2022: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	117
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	130
Number of participants with account balances	2022-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	64
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	64
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	32
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	61
Number of participants with account balances	2020-01-01	50

Financial Data on THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES

Measure	Date	Value
2022 : THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$23,274
Expenses. Total of all expenses incurred	2022-12-31	$64,506
Benefits paid (including direct rollovers)	2022-12-31	$57,350
Total plan assets at end of year	2022-12-31	$394,717
Total plan assets at beginning of year	2022-12-31	$435,949
Value of fidelity bond covering the plan	2022-12-31	$400,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$51,433
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-70,530
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-41,232
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$394,717
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$435,949
Assets. Value of participant loans	2022-12-31	$13,219
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$42,371
Value of certain deemed distributions of participant loans	2022-12-31	$3,043
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,113
2021 : THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$90,794
Expenses. Total of all expenses incurred	2021-12-31	$47,403
Benefits paid (including direct rollovers)	2021-12-31	$41,396
Total plan assets at end of year	2021-12-31	$435,949
Total plan assets at beginning of year	2021-12-31	$392,558
Value of fidelity bond covering the plan	2021-12-31	$300,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$25,119
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$43,322
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$43,391
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$435,949
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$392,558
Assets. Value of participant loans	2021-12-31	$11,885
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$22,353
Value of certain deemed distributions of participant loans	2021-12-31	$1,797
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,210
2020 : THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$114,671
Expenses. Total of all expenses incurred	2020-12-31	$136,321
Benefits paid (including direct rollovers)	2020-12-31	$129,494
Total plan assets at end of year	2020-12-31	$392,558
Total plan assets at beginning of year	2020-12-31	$414,208
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$36,137
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$48,497
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-21,650
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$392,558
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$414,208
Assets. Value of participant loans	2020-12-31	$8,226
Total contributions received or receivable from employer(s)	2020-12-31	$30,037
Value of certain deemed distributions of participant loans	2020-12-31	$3,518
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,309

Form 5500 Responses for THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES

2022: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HARVARD CLUB OF BOSTON
Employer identification number (EIN):	041423320
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations