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403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC.
Plan identification number 001

403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

FRIENDS OF ALICE AUSTEN HOUSE INC has sponsored the creation of one or more 401k plans.

Company Name:FRIENDS OF ALICE AUSTEN HOUSE INC
Employer identification number (EIN):133248928
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VICTORIA MUNRO2024-10-08 VICTORIA MUNRO2024-10-08
0012022-01-01VICTORIA MUNRO2023-05-19
0012021-01-01VICTORIA MUNROE2022-10-17 VICTORIA MUNROE2022-10-17
0012020-01-01VICTORIA MUNRO2021-10-13 VICTORIA MUNRO2021-10-13

Plan Statistics for 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-016
Total number of particpants at end of year2025-10-015
Number of Participants With Account Balances2025-10-015
2024: 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-088
Total number of particpants at end of year2024-10-086
Number of Participants With Account Balances2024-10-084
2022: 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 2022 401k membership
Total number of particpants at beginning of year2022-10-175
Total number of particpants at end of year2022-10-175
Number of Participants With Account Balances2022-10-175

Financial Data on 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-014983
Net assets as of the end of the plan year2025-10-0183390
Total assets as of the beginning of the plan year2025-10-0167840
Value of plan covered by a fidelity bond2025-10-019000
Participant contributions to plan in this plan year2025-10-0110997
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-017447
Plan net income in this plan year2025-10-0115550
Net assets as of the end of the plan year2025-10-0183390
Net assets as of the beginning of the plan year2025-10-0167840
Employer contributions to plan in this plan year2025-10-012089
Fees paid to broker by Benefit Provider2025-10-0111
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0117
2024 : 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-088308
Net assets as of the end of the plan year2024-10-0867840
Total assets as of the beginning of the plan year2024-10-0856052
Value of plan covered by a fidelity bond2024-10-087000
Participant contributions to plan in this plan year2024-10-089620
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-087476
Plan net income in this plan year2024-10-0811788
Net assets as of the end of the plan year2024-10-0867840
Net assets as of the beginning of the plan year2024-10-0856052
Employer contributions to plan in this plan year2024-10-083000
Fees paid to broker by Benefit Provider2024-10-0846
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-080
2022 : 403(B) THRIFT PLAN OF FRIENDS OF ALICE AUSTEN HOUSE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-1738
Net assets as of the end of the plan year2022-10-1727084
Total assets as of the beginning of the plan year2022-10-1717224
Participant contributions to plan in this plan year2022-10-174207
Other expenses paid from plan in this plan year2022-10-1738
Other contributions to plan in this plan year2022-10-170
Other income to plan in this plan year2022-10-173691
Plan net income in this plan year2022-10-179860
Net assets as of the end of the plan year2022-10-1727084
Net assets as of the beginning of the plan year2022-10-1717224
Employer contributions to plan in this plan year2022-10-172000

Potentially related plans

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