401k Plan data: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN plan

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 401k Plan overview

Plan Name	STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN
Plan identification number	001

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

STERLING AND FRANCINE CLARK ART INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: STERLING AND FRANCINE CLARK ART INSTITUTE

Employer identification number (EIN): 042163004

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBIN SHER 2023-07-25
001 2021-01-01 ROBIN SHER 2022-09-08
001 2020-01-01 ROBIN SHER 2021-09-27
001 2019-01-01 ROBIN SHER 2020-08-30
001 2018-01-01 ROBIN SHER 2019-09-22
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DAWNA JOHNSON 2015-10-07
001 2013-01-01 DAWNA JOHNSON 2014-09-26
001 2012-01-01 DAWNA JOHNSON 2013-10-10
001 2011-01-01 DAWNA JOHNSON 2012-07-30
001 2010-01-01 DAWNA JOHNSON 2011-10-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ROBIN SHER	2023-07-25
001	2021-01-01	ROBIN SHER	2022-09-08
001	2020-01-01	ROBIN SHER	2021-09-27
001	2019-01-01	ROBIN SHER	2020-08-30
001	2018-01-01	ROBIN SHER	2019-09-22
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DAWNA JOHNSON	2015-10-07
001	2013-01-01	DAWNA JOHNSON	2014-09-26
001	2012-01-01	DAWNA JOHNSON	2013-10-10
001	2011-01-01	DAWNA JOHNSON	2012-07-30
001	2010-01-01	DAWNA JOHNSON	2011-10-25

Plan Statistics for STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN

401k plan membership statisitcs for STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN

Measure Date Value
2022: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 135
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 89
Total of all active and inactive participants 2022-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 224
Number of participants with account balances 2022-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 126
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 82
Total of all active and inactive participants 2021-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 208
Number of participants with account balances 2021-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
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 76
Total of all active and inactive participants 2020-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 198
Number of participants with account balances 2020-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 128
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 79
Total of all active and inactive participants 2019-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 207
Number of participants with account balances 2019-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 88
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 77
Total of all active and inactive participants 2018-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 165
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 64
Total of all active and inactive participants 2017-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 157
Number of participants with account balances 2017-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 105
Number of other retired or separated participants entitled to future benefits 2016-01-01 57
Total of all active and inactive participants 2016-01-01 162
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 76
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 127
Number of participants with account balances 2015-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	135
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	89
Total of all active and inactive participants	2022-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	224
Number of participants with account balances	2022-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	126
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	82
Total of all active and inactive participants	2021-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	208
Number of participants with account balances	2021-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
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	76
Total of all active and inactive participants	2020-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	198
Number of participants with account balances	2020-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	128
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	79
Total of all active and inactive participants	2019-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	207
Number of participants with account balances	2019-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	88
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	77
Total of all active and inactive participants	2018-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	165
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	64
Total of all active and inactive participants	2017-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	157
Number of participants with account balances	2017-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	105
Number of other retired or separated participants entitled to future benefits	2016-01-01	57
Total of all active and inactive participants	2016-01-01	162
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	76
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	127
Number of participants with account balances	2015-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN

Measure	Date	Value
2022 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-2,789,533
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$644,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$643,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,105,718
Value of total assets at end of year	2022-12-31	$25,839,709
Value of total assets at beginning of year	2022-12-31	$29,273,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$400
Total interest from all sources	2022-12-31	$227,499
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$611,434
Participant contributions at end of year	2022-12-31	$39,279
Participant contributions at beginning of year	2022-12-31	$6,180
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$35,469
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,657
Administrative expenses (other) incurred	2022-12-31	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,433,630
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,839,709
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,273,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,878,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,869,033
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,531,837
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,426,582
Interest on participant loans	2022-12-31	$300
Interest earned on other investments	2022-12-31	$227,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,389,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,906,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,239,540
Net investment gain/loss from pooled separate accounts	2022-12-31	$116,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$492,627
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$29,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$643,697
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2022-12-31	205711238
2021 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$5,067,744
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,525,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,525,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,593,239
Value of total assets at end of year	2021-12-31	$29,273,339
Value of total assets at beginning of year	2021-12-31	$25,730,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$175
Total interest from all sources	2021-12-31	$189,020
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$596,117
Participant contributions at end of year	2021-12-31	$6,180
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$35,469
Participant contributions at beginning of year	2021-12-31	$27,913
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$472,303
Administrative expenses (other) incurred	2021-12-31	$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,542,492
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,273,339
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$25,730,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,869,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,554,868
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,426,582
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,131,379
Interest earned on other investments	2021-12-31	$189,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,906,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,989,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,076,004
Net investment gain/loss from pooled separate accounts	2021-12-31	$209,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$524,819
Employer contributions (assets) at end of year	2021-12-31	$29,823
Employer contributions (assets) at beginning of year	2021-12-31	$26,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,525,077
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2021-12-31	205711238
2020 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,613,399
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,720,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,720,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,489,461
Value of total assets at end of year	2020-12-31	$25,730,847
Value of total assets at beginning of year	2020-12-31	$22,838,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$196,855
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$572,355
Participant contributions at end of year	2020-12-31	$27,913
Participant contributions at beginning of year	2020-12-31	$24,001
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$403,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,892,449
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$25,730,847
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,838,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,554,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,671,404
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,131,379
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,209,068
Interest earned on other investments	2020-12-31	$196,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,989,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,909,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,937,333
Net investment gain/loss from pooled separate accounts	2020-12-31	$-10,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$513,145
Employer contributions (assets) at end of year	2020-12-31	$26,837
Employer contributions (assets) at beginning of year	2020-12-31	$23,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,720,950
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2020-12-31	205711238
2019 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$6,289,000
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,377,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,377,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,756,311
Value of total assets at end of year	2019-12-31	$22,838,398
Value of total assets at beginning of year	2019-12-31	$18,926,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$167,857
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$577,804
Participant contributions at end of year	2019-12-31	$24,001
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,627,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,911,581
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,838,398
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,926,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,671,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,670,972
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,209,068
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,132,561
Interest earned on other investments	2019-12-31	$167,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,909,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,123,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,300,852
Net investment gain/loss from pooled separate accounts	2019-12-31	$63,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$550,708
Employer contributions (assets) at end of year	2019-12-31	$23,936
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,377,419
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2019-12-31	205711238
2018 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$663,541
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,506,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,506,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,194,891
Value of total assets at end of year	2018-12-31	$18,926,817
Value of total assets at beginning of year	2018-12-31	$21,769,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$140,748
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$558,981
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$125,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,842,804
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,926,817
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,769,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,670,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,782,515
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,132,561
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,203,513
Interest earned on other investments	2018-12-31	$136,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,123,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,783,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-733,083
Net investment gain/loss from pooled separate accounts	2018-12-31	$60,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$510,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,506,345
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2018-12-31	205711238
2017 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$4,343,051
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$623,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$623,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,211,786
Value of total assets at end of year	2017-12-31	$21,769,621
Value of total assets at beginning of year	2017-12-31	$18,049,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$136,986
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$366,189
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$65,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,720,021
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,769,621
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,049,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,782,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,480,196
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,203,513
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,070,159
Interest earned on other investments	2017-12-31	$136,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,783,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,499,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,944,783
Net investment gain/loss from pooled separate accounts	2017-12-31	$49,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$780,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$623,030
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2017-12-31	205711238
2016 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$3,193,675
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	$2,259,195
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,510,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,510,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,239,859
Value of total assets at end of year	2016-12-31	$18,049,600
Value of total assets at beginning of year	2016-12-31	$14,107,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$133,850
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$351,923
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$95,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$748,508
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,049,600
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,107,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,480,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,951,709
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,070,159
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$618,597
Interest earned on other investments	2016-12-31	$133,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,499,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,537,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$842,620
Net investment gain/loss from pooled separate accounts	2016-12-31	$42,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$792,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,510,687
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2016-12-31	205711238
2015 : STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,135,200
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$366,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$366,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$877,996
Value of total assets at end of year	2015-12-31	$14,107,417
Value of total assets at beginning of year	2015-12-31	$13,338,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$97,163
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$292,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$768,748
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,107,417
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,338,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,951,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,541,170
Value of interest in pooled separate accounts at end of year	2015-12-31	$618,597
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$575,613
Interest earned on other investments	2015-12-31	$97,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,537,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,221,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$112,539
Net investment gain/loss from pooled separate accounts	2015-12-31	$47,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$585,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$366,452
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ADELSON & COMPANY, PC
Accountancy firm EIN	2015-12-31	205711238

Form 5500 Responses for STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN

2022: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 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	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337187

Policy instance

Insurance contract or identification number	337187
Number of Individuals Covered	179
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

337187

Policy instance

Insurance contract or identification number	337187
Number of Individuals Covered	166
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

337187

Policy instance

Insurance contract or identification number	337187
Number of Individuals Covered	160
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

337187

Policy instance

Insurance contract or identification number	337187
Number of Individuals Covered	166
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

337187

Policy instance

Insurance contract or identification number	337187
Number of Individuals Covered	154
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

337187

Policy instance

Insurance contract or identification number	337187
Number of Individuals Covered	146
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

337187

Policy instance

Insurance contract or identification number	337187
Number of Individuals Covered	122
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	STERLING AND FRANCINE CLARK ART INSTITUTE
Employer identification number (EIN):	042163004
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions