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HARTFORD SYMPHONY 403(B) PLAN 401k Plan overview

Plan NameHARTFORD SYMPHONY 403(B) PLAN
Plan identification number 001

HARTFORD SYMPHONY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

HARTFORD SYMPHONY ORCHESTRA INC has sponsored the creation of one or more 401k plans.

Company Name:HARTFORD SYMPHONY ORCHESTRA INC
Employer identification number (EIN):060637319
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTFORD SYMPHONY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAWN JONES2024-01-29 DAWN JONES2024-01-29
0012022-01-01DAWN JONES2023-02-01 DAWN JONES2023-02-01
0012021-01-01DAWN JONES2022-02-24 DAWN JONES2022-02-24
0012020-01-01DAWN JONES2021-02-17 DAWN JONES2021-02-17
0012019-01-01DAWN JONES2020-02-20 DAWN JONES2020-02-20
0012018-01-01DAWN JONES2019-03-05 DAWN JONES2019-03-05
0012017-01-01DAWN JONES2018-04-10 DAWN JONES2018-04-10
0012016-01-01DAWN JONES2017-02-02 DAWN JONES2017-02-02
0012015-01-01DAWN JONES2016-06-29 DAWN JONES2016-06-29
0012014-01-01DAWN JONES2015-07-09 DAWN JONES2015-07-09
0012013-01-01DAWN JONES2014-07-23 DAWN JONES2014-07-23
0012012-01-01DAWN JONES2014-07-23 DAWN JONES2014-07-23
0012011-01-01STACEY ARGENT2012-05-04 STACEY ARGENT2012-05-04
0012010-01-01STACEY ARGENT2011-08-05 STACEY ARGENT2011-08-05

Financial Data on HARTFORD SYMPHONY 403(B) PLAN

Measure Date Value
2025 : HARTFORD SYMPHONY 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-030
Total liabilities as of the end of the plan year2025-03-030
Total liabilities as of the beginning of the plan year2025-03-030
Total expenses incurred by plan in this plan year2025-03-03184665
Net assets as of the end of the plan year2025-03-033066636
Total assets as of the beginning of the plan year2025-03-032661171
Participant contributions to plan in this plan year2025-03-03154879
Other expenses paid from plan in this plan year2025-03-030
Other contributions to plan in this plan year2025-03-0320203
Other income to plan in this plan year2025-03-03415048
Plan net income in this plan year2025-03-03405465
Net assets as of the end of the plan year2025-03-033066636
Net assets as of the beginning of the plan year2025-03-032661171
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-0324866
2024 : HARTFORD SYMPHONY 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-290
Total liabilities as of the end of the plan year2024-01-290
Total liabilities as of the beginning of the plan year2024-01-290
Total expenses incurred by plan in this plan year2024-01-29212490
Net assets as of the end of the plan year2024-01-292661171
Total assets as of the beginning of the plan year2024-01-292254314
Participant contributions to plan in this plan year2024-01-29141863
Other expenses paid from plan in this plan year2024-01-290
Other contributions to plan in this plan year2024-01-290
Other income to plan in this plan year2024-01-29429998
Plan net income in this plan year2024-01-29406857
Net assets as of the end of the plan year2024-01-292661171
Net assets as of the beginning of the plan year2024-01-292254314
Employer contributions to plan in this plan year2024-01-2947486
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-2920470
2022 : HARTFORD SYMPHONY 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-02-240
Total liabilities as of the end of the plan year2022-02-240
Total liabilities as of the beginning of the plan year2022-02-240
Total expenses incurred by plan in this plan year2022-02-2497981
Net assets as of the end of the plan year2022-02-242551997
Total assets as of the beginning of the plan year2022-02-242080898
Participant contributions to plan in this plan year2022-02-24125306
Other expenses paid from plan in this plan year2022-02-240
Other contributions to plan in this plan year2022-02-2443413
Other income to plan in this plan year2022-02-24351635
Plan net income in this plan year2022-02-24471099
Net assets as of the end of the plan year2022-02-242551997
Net assets as of the beginning of the plan year2022-02-242080898
Employer contributions to plan in this plan year2022-02-2448726
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-2419514

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