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EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 STATUE OF LBIERTY ELLIS ISLAND FOUNDATION INC has sponsored the creation of one or more 401k plans.

Company Name:THE STATUE OF LBIERTY ELLIS ISLAND FOUNDATION INC
Employer identification number (EIN):133118415
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RENEE WOOD2024-03-08
0012022-01-01RENEE WOOD2023-07-11
0012021-01-01RENEE WOOD2022-04-12
0012020-01-01JESSICA BARRETO2021-03-09
0012018-01-01JENNIFER WRIGHT2019-06-26
0012017-01-01JENNIFER WRIGHT2018-06-20 JENNIFER WRIGHT2018-06-20
0012016-01-01JENNIFER JANIS2017-06-12 JENNIFER JANIS2017-06-12
0012015-01-01ELAD ROSIN2016-06-28 ELAD ROSIN2016-06-28
0012013-01-01ELAD ROSIN2014-06-12 ELAD ROSIN2014-06-12
0012012-01-01ELAD ROSIN2013-07-26
0012011-01-01ELAD ROSIN2012-07-25
0012010-01-01ELAD ROSIN2011-06-06 ELAD ROSIN2011-06-06

Plan Statistics for EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-03-1342
Total number of particpants at end of year2025-03-1341
Number of Participants With Account Balances2025-03-1341
2024: EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-03-0838
Total number of particpants at end of year2024-03-0842
Number of Participants With Account Balances2024-03-0842
2022: EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-04-1245
Total number of particpants at end of year2022-04-1238
Number of Participants With Account Balances2022-04-1238

Financial Data on EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-130
Total liabilities as of the end of the plan year2025-03-130
Total liabilities as of the beginning of the plan year2025-03-130
Total expenses incurred by plan in this plan year2025-03-13259280
Net assets as of the end of the plan year2025-03-131728480
Total assets as of the beginning of the plan year2025-03-131652444
Value of plan covered by a fidelity bond2025-03-131000000
Participant contributions to plan in this plan year2025-03-130
Other expenses paid from plan in this plan year2025-03-130
Other contributions to plan in this plan year2025-03-130
Other income to plan in this plan year2025-03-13205940
Plan net income in this plan year2025-03-1376036
Net assets as of the end of the plan year2025-03-131728480
Net assets as of the beginning of the plan year2025-03-131652444
Employer contributions to plan in this plan year2025-03-13129376
Fees paid to broker by Benefit Provider2025-03-13234
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-13332
2024 : EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-080
Total liabilities as of the end of the plan year2024-03-080
Total liabilities as of the beginning of the plan year2024-03-080
Total expenses incurred by plan in this plan year2024-03-0874713
Net assets as of the end of the plan year2024-03-081652444
Total assets as of the beginning of the plan year2024-03-081420096
Value of plan covered by a fidelity bond2024-03-081000000
Participant contributions to plan in this plan year2024-03-080
Other expenses paid from plan in this plan year2024-03-080
Other contributions to plan in this plan year2024-03-080
Other income to plan in this plan year2024-03-08188075
Plan net income in this plan year2024-03-08232348
Net assets as of the end of the plan year2024-03-081652444
Net assets as of the beginning of the plan year2024-03-081420096
Employer contributions to plan in this plan year2024-03-08118986
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-0865
2022 : EMPLOYEE BENEFIT PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-120
Total liabilities as of the end of the plan year2022-04-120
Total liabilities as of the beginning of the plan year2022-04-120
Total expenses incurred by plan in this plan year2022-04-122511890
Net assets as of the end of the plan year2022-04-121877218
Total assets as of the beginning of the plan year2022-04-123817477
Value of plan covered by a fidelity bond2022-04-121000000
Participant contributions to plan in this plan year2022-04-120
Other expenses paid from plan in this plan year2022-04-12321
Other contributions to plan in this plan year2022-04-120
Other income to plan in this plan year2022-04-12470673
Plan net income in this plan year2022-04-12-1940259
Net assets as of the end of the plan year2022-04-121877218
Net assets as of the beginning of the plan year2022-04-123817477
Employer contributions to plan in this plan year2022-04-12100958
Fees paid to broker by Benefit Provider2022-04-12258

Potentially related plans

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