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SECTION 403(B) RETIREMENT PLAN FOR THE HENRY MORRISON FLAGLER MUSEUM 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR THE HENRY MORRISON FLAGLER MUSEUM
Plan identification number 002

SECTION 403(B) RETIREMENT PLAN FOR THE HENRY MORRISON FLAGLER MUSEUM 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.

401k Sponsoring company profile

HENRY MORRISON FLAGLER MUSEUM has sponsored the creation of one or more 401k plans.

Company Name:HENRY MORRISON FLAGLER MUSEUM
Employer identification number (EIN):130873838
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR THE HENRY MORRISON FLAGLER MUSEUM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN BLADES2024-08-19
0022022-01-01JOHN BLADES2023-07-18
0022021-01-01JOHN BLADES2022-09-17
0022020-01-01ERIN MANNING2021-07-07
0022019-01-01ERIN MANNING2020-05-29
0022018-01-01ERIN MANNING2019-09-05
0022017-01-01RUDINA TORO2018-06-22
0022016-01-01RUDINA TORO2017-06-30
0022015-01-01JOHN BLADES2016-05-03
0022014-01-01JOHN BLADES2015-05-21
0022013-01-01JOHN BLADES2014-08-15
0022012-01-01SUSAN PRESENT2013-09-19
0022011-01-01KAY S. ANDERSON2012-08-21
0022010-01-01KAY S. ANDERSON2011-10-04 WILLIAM M. MATTHEWS2011-10-04

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR THE HENRY MORRISON FLAGLER MUSEUM

Measure Date Value
2025 : SECTION 403(B) RETIREMENT PLAN FOR THE HENRY MORRISON FLAGLER MUSEUM 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-190
Total liabilities as of the end of the plan year2025-09-190
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-19121965
Net assets as of the end of the plan year2025-09-192870173
Total assets as of the beginning of the plan year2025-09-192491656
Value of plan covered by a fidelity bond2025-09-19284000
Participant contributions to plan in this plan year2025-09-19116757
Other expenses paid from plan in this plan year2025-09-190
Other contributions to plan in this plan year2025-09-190
Other income to plan in this plan year2025-09-19298711
Plan net income in this plan year2025-09-19378517
Net assets as of the end of the plan year2025-09-192870173
Net assets as of the beginning of the plan year2025-09-192491656
Employer contributions to plan in this plan year2025-09-1985014
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-19764
2024 : SECTION 403(B) RETIREMENT PLAN FOR THE HENRY MORRISON FLAGLER MUSEUM 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-190
Total liabilities as of the end of the plan year2024-08-190
Total liabilities as of the beginning of the plan year2024-08-190
Total expenses incurred by plan in this plan year2024-08-19422373
Net assets as of the end of the plan year2024-08-192491656
Total assets as of the beginning of the plan year2024-08-192405297
Value of plan covered by a fidelity bond2024-08-19284000
Participant contributions to plan in this plan year2024-08-19110707
Other expenses paid from plan in this plan year2024-08-190
Other contributions to plan in this plan year2024-08-1917099
Other income to plan in this plan year2024-08-19332439
Plan net income in this plan year2024-08-1986359
Net assets as of the end of the plan year2024-08-192491656
Net assets as of the beginning of the plan year2024-08-192405297
Employer contributions to plan in this plan year2024-08-1948487
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-19780

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