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BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameBOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN
Plan identification number 002

BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

YAWKEY FOUNDATION II has sponsored the creation of one or more 401k plans.

Company Name:YAWKEY FOUNDATION II
Employer identification number (EIN):042768239
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN REDMOND2024-04-03
0022022-01-01JOHN REDMOND2023-05-03
0022021-01-01JOHN REDMOND2022-04-14
0022020-01-01JOHN REDMOND2021-05-27
0022019-01-01JOHN DESISTO2020-03-17 JOHN DESISTO2020-03-17

Plan Statistics for BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN

Measure Date Value
2025: BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-089
Total number of particpants at end of year2025-05-089
Number of Participants With Account Balances2025-05-089
2024: BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-049
Total number of particpants at end of year2024-04-049
Number of Participants With Account Balances2024-04-049

Financial Data on BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN

Measure Date Value
2025 : BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-080
Total liabilities as of the end of the plan year2025-05-080
Total liabilities as of the beginning of the plan year2025-05-080
Total expenses incurred by plan in this plan year2025-05-081057923
Net assets as of the end of the plan year2025-05-082980502
Total assets as of the beginning of the plan year2025-05-083263980
Value of plan covered by a fidelity bond2025-05-08500000
Participant contributions to plan in this plan year2025-05-080
Other expenses paid from plan in this plan year2025-05-080
Other contributions to plan in this plan year2025-05-080
Other income to plan in this plan year2025-05-08441305
Plan net income in this plan year2025-05-08-283478
Net assets as of the end of the plan year2025-05-082980502
Net assets as of the beginning of the plan year2025-05-083263980
Value of funding deficiency2025-05-080
Value of employer contributions paid2025-05-08333140
Employer contributions to plan in this plan year2025-05-08333140
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-080
2024 : BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-040
Total liabilities as of the end of the plan year2024-04-040
Total liabilities as of the beginning of the plan year2024-04-040
Total expenses incurred by plan in this plan year2024-04-040
Net assets as of the end of the plan year2024-04-043263980
Total assets as of the beginning of the plan year2024-04-042492971
Value of plan covered by a fidelity bond2024-04-04500000
Participant contributions to plan in this plan year2024-04-040
Other expenses paid from plan in this plan year2024-04-040
Other contributions to plan in this plan year2024-04-040
Other income to plan in this plan year2024-04-04440369
Plan net income in this plan year2024-04-04771009
Net assets as of the end of the plan year2024-04-043263980
Net assets as of the beginning of the plan year2024-04-042492971
Value of funding deficiency2024-04-040
Value of employer contributions paid2024-04-04330640
Employer contributions to plan in this plan year2024-04-04330640
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-040

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