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| Plan Name | TAX DEFERRED ANNUITY PLAN OF OLD WESTBURY GARDENS, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | OLD WESTBURY GARDENS, INC. |
| Employer identification number (EIN): | 111902968 |
| NAIC Classification: | 712100 |
| NAIC Description: | Museums, Historical Sites, and Similar Institutions |
Additional information about OLD WESTBURY GARDENS, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1958-12-11 |
| Company Identification Number: | 115158 |
| Legal Registered Office Address: |
71 OLD WESTBURY ROAD Nassau OLD WESTBURY United States of America (USA) 11568 |
More information about OLD WESTBURY GARDENS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | DANIEL ALBANESE | 2023-06-28 | DANIEL ALBANESE | 2023-06-28 |
| 001 | 2021-01-01 | DANIEL ALBANESE | 2022-06-08 | DANIEL ALBANESE | 2022-06-08 |
| 001 | 2020-01-01 | ERIC WHEELER | 2021-05-27 | ERIC WHEELER | 2021-05-27 |
| 001 | 2019-01-01 | ERIC WHEELER | 2020-07-10 | ERIC WHEELER | 2020-07-10 |
| 001 | 2018-01-01 | ERIC WHEELER | 2019-06-11 | ||
| 001 | 2017-01-01 | ERIC A. WHEELER | 2018-06-13 | ERIC A. WHEELER | 2018-06-13 |
| 001 | 2016-01-01 | ERIC A. WHEELER | 2017-06-02 | ERIC A. WHEELER | 2017-06-02 |
| 001 | 2015-01-01 | ERIC A. WHEELER | 2016-06-09 | ERIC A. WHEELER | 2016-06-09 |
| 001 | 2014-01-01 | ERIC A. WHEELER | 2015-06-17 | ERIC A. WHEELER | 2015-06-17 |
| 001 | 2013-01-01 | ERIC A WHEELER | 2014-06-16 | ERIC A WHEELER | 2014-06-16 |
| 001 | 2012-01-01 | ERIC WHEELER | 2013-06-14 | ERIC WHEELER | 2013-06-14 |
| 001 | 2011-01-01 | ERIC WHEELER | 2012-06-19 | ERIC WHEELER | 2012-06-19 |
| 001 | 2010-01-01 | ERIC WHEELER | 2011-05-05 | ERIC WHEELER | 2011-05-05 |
| Measure | Date | Value |
|---|---|---|
| 2022: TAX DEFERRED ANNUITY PLAN OF OLD WESTBURY GARDENS, INC. 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-06-08 | 15 |
| Total number of particpants at end of year | 2022-06-08 | 15 |
| Number of Participants With Account Balances | 2022-06-08 | 14 |
| Measure | Date | Value |
|---|---|---|
| 2022 : TAX DEFERRED ANNUITY PLAN OF OLD WESTBURY GARDENS, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-08 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-08 | 2696 |
| Net assets as of the end of the plan year | 2022-06-08 | 1568735 |
| Total assets as of the beginning of the plan year | 2022-06-08 | 1397031 |
| Value of plan covered by a fidelity bond | 2022-06-08 | 150000 |
| Participant contributions to plan in this plan year | 2022-06-08 | 26000 |
| Other expenses paid from plan in this plan year | 2022-06-08 | 110 |
| Other contributions to plan in this plan year | 2022-06-08 | 0 |
| Other income to plan in this plan year | 2022-06-08 | 148400 |
| Plan net income in this plan year | 2022-06-08 | 171704 |
| Net assets as of the end of the plan year | 2022-06-08 | 1568735 |
| Net assets as of the beginning of the plan year | 2022-06-08 | 1397031 |
| Employer contributions to plan in this plan year | 2022-06-08 | 0 |
| Fees paid to broker by Benefit Provider | 2022-06-08 | 45 |