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THE BROOKLYN HISTORICAL SOCIET 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE BROOKLYN HISTORICAL SOCIET 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

THE BROOKLYN HISTORICAL SOCIET 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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

THE BROOKLYN HISTORICAL SOCIET has sponsored the creation of one or more 401k plans.

Company Name:THE BROOKLYN HISTORICAL SOCIET
Employer identification number (EIN):111630813
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BROOKLYN HISTORICAL SOCIET 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARTHA BUMACHAR2023-09-27 MARTHA BUMACHAR2023-09-27
0012021-01-01MARTHA BUMACHAR2023-09-27 MARTHA BUMACHAR2023-09-27
0012020-01-01MARTHA BUMACHAR2021-07-06 MARTHA BUMACHAR2021-07-06
0012019-01-01ANNE DYER2020-07-17 ANNE DYER2020-07-17
0012018-01-01DEBORAH SCHWARTZ2019-10-08 DEBORAH SCHWARTZ2019-10-08
0012017-01-01ALLA EMELIANOVA2018-07-09
0012016-01-01ALLA EMELIANOVA2017-05-12
0012015-01-01A10888952016-07-19
0012014-01-01ALLA EMELIANOVA2015-06-10
0012013-01-01ALLA EMELIANOVA2014-06-23
0012012-01-01THE BROOKLYN HISTORICAL SOCIET2013-07-18
0012011-01-01THE BROOKLYN HISTORICAL2012-05-23
0012010-01-01THE BROOKLYN HISTORICAL2011-05-17 THE BROOKLYN HISTORICAL2011-05-17

Financial Data on THE BROOKLYN HISTORICAL SOCIET 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2023 : THE BROOKLYN HISTORICAL SOCIET 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data
Total transfers to/from plan in this plan year2023-09-270
Total liabilities as of the end of the plan year2023-09-270
Total liabilities as of the beginning of the plan year2023-09-270
Total expenses incurred by plan in this plan year2023-09-27403863
Net assets as of the end of the plan year2023-09-27878951
Total assets as of the beginning of the plan year2023-09-271143319
Value of participant loans at end of plan year2023-09-270
Other expenses paid from plan in this plan year2023-09-270
Other contributions to plan in this plan year2023-09-270
Other income to plan in this plan year2023-09-27139495
Plan net income in this plan year2023-09-27-264368
Net assets as of the end of the plan year2023-09-27878951
Net assets as of the beginning of the plan year2023-09-271143319
Expensese paid to adminstrative service provicers from plan in this plan year2023-09-277636

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