401k Plan data: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN plan

MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 401k Plan overview

Plan Name	MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN
Plan identification number	001

MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MUSEUM OF JEWISH HERITAGE has sponsored the creation of one or more 401k plans.

Company Name: MUSEUM OF JEWISH HERITAGE

Employer identification number (EIN): 133376265

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ELYSE BUXBAUM 2023-10-11
001 2021-01-01 ELYSE BUXBAUM 2022-10-14 ELYSE BUXBAUM 2022-10-14
001 2020-01-01 ELYSE BUXBAUM 2022-10-14 ELYSE BUXBAUM 2022-10-14
001 2019-01-01
001 2018-01-01
001 2017-01-01 TAMMY CHIU ELAINE VALBY 2018-07-25
001 2016-01-01 TAMMY CHIU ELAINE VALBY 2017-10-11
001 2015-01-01 MOHAD ATHAR TAMMY CHIU 2016-08-01
001 2014-01-01 TAMMY CHIU MOHAD ATHAR 2015-04-01
001 2013-01-01 TAMMY CHIU MOHAD ATHAR 2014-05-28
001 2012-01-01 TAMMY CHIU MOHAD ATHAR 2013-07-24
001 2011-01-01 TAMMY CHIU MOHAD ATHAR 2012-06-26
001 2010-01-01 TAMMY CHIU MOHAD ATHAR 2011-06-02
001 2009-01-01 TAMMY CHIU MOHAD ATHAR 2010-06-03
001 2009-01-01 TAMMY CHIU MOHAD ATHAR 2010-12-02
001 2008-01-01 TAMMY CHIU MOHAD ATHAR 2010-02-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ELYSE BUXBAUM	2023-10-11
001	2021-01-01	ELYSE BUXBAUM	2022-10-14	ELYSE BUXBAUM	2022-10-14
001	2020-01-01	ELYSE BUXBAUM	2022-10-14	ELYSE BUXBAUM	2022-10-14
001	2019-01-01
001	2018-01-01
001	2017-01-01	TAMMY CHIU		ELAINE VALBY	2018-07-25
001	2016-01-01	TAMMY CHIU		ELAINE VALBY	2017-10-11
001	2015-01-01	MOHAD ATHAR		TAMMY CHIU	2016-08-01
001	2014-01-01	TAMMY CHIU		MOHAD ATHAR	2015-04-01
001	2013-01-01	TAMMY CHIU		MOHAD ATHAR	2014-05-28
001	2012-01-01	TAMMY CHIU		MOHAD ATHAR	2013-07-24
001	2011-01-01	TAMMY CHIU		MOHAD ATHAR	2012-06-26
001	2010-01-01	TAMMY CHIU		MOHAD ATHAR	2011-06-02
001	2009-01-01	TAMMY CHIU		MOHAD ATHAR	2010-06-03
001	2009-01-01	TAMMY CHIU		MOHAD ATHAR	2010-12-02
001	2008-01-01	TAMMY CHIU		MOHAD ATHAR	2010-02-19

Plan Statistics for MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN

401k plan membership statisitcs for MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN

Measure Date Value
2019: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Total of all active and inactive participants 2019-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 23
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Total of all active and inactive participants 2017-01-01 22
Total participants 2017-01-01 22
2016: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 30
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 30
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Total of all active and inactive participants 2015-01-01 27
Total participants 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 49
Total of all active and inactive participants 2014-01-01 49
Total participants 2014-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 49
Number of retired or separated participants receiving benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 49
Total participants 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 45
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Total of all active and inactive participants 2010-01-01 28
Total participants 2010-01-01 28
Number of participants with account balances 2010-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Total of all active and inactive participants 2009-01-01 27
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 17
Total of all active and inactive participants 2008-01-01 17
Total participants 2008-01-01 17
Number of participants with account balances 2008-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2019: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Total of all active and inactive participants	2019-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	23
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Total of all active and inactive participants	2017-01-01	22
Total participants	2017-01-01	22
2016: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	30
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	30
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Total of all active and inactive participants	2015-01-01	27
Total participants	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	49
Total of all active and inactive participants	2014-01-01	49
Total participants	2014-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	49
Number of retired or separated participants receiving benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	49
Total participants	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	45
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Total of all active and inactive participants	2010-01-01	28
Total participants	2010-01-01	28
Number of participants with account balances	2010-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Total of all active and inactive participants	2009-01-01	27
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	17
Total of all active and inactive participants	2008-01-01	17
Total participants	2008-01-01	17
Number of participants with account balances	2008-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN

Measure	Date	Value
2019 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,495,829
Expenses. Total of all expenses incurred	2019-12-31	$250,159
Benefits paid (including direct rollovers)	2019-12-31	$250,159
Total plan assets at end of year	2019-12-31	$5,104,141
Total plan assets at beginning of year	2019-12-31	$3,858,471
Total contributions received or receivable from participants	2019-12-31	$117,646
Contributions received from other sources (not participants or employers)	2019-12-31	$777,874
Other income received	2019-12-31	$600,309
Net income (gross income less expenses)	2019-12-31	$1,245,670
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,104,141
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,858,471
2018 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$56,502
Expenses. Total of all expenses incurred	2018-12-31	$244,693
Benefits paid (including direct rollovers)	2018-12-31	$244,693
Total plan assets at end of year	2018-12-31	$3,858,471
Total plan assets at beginning of year	2018-12-31	$4,046,662
Total contributions received or receivable from participants	2018-12-31	$147,976
Contributions received from other sources (not participants or employers)	2018-12-31	$47,807
Other income received	2018-12-31	$-139,281
Net income (gross income less expenses)	2018-12-31	$-188,191
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,858,471
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,046,662
2017 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$626,674
Expenses. Total of all expenses incurred	2017-12-31	$361,435
Benefits paid (including direct rollovers)	2017-12-31	$361,435
Total plan assets at end of year	2017-12-31	$4,046,662
Total plan assets at beginning of year	2017-12-31	$3,781,423
Total contributions received or receivable from participants	2017-12-31	$155,909
Other income received	2017-12-31	$470,765
Net income (gross income less expenses)	2017-12-31	$265,239
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,046,662
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,781,423
2016 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$382,119
Expenses. Total of all expenses incurred	2016-12-31	$118,952
Benefits paid (including direct rollovers)	2016-12-31	$118,952
Total plan assets at end of year	2016-12-31	$3,781,422
Total plan assets at beginning of year	2016-12-31	$3,518,255
Total contributions received or receivable from participants	2016-12-31	$163,354
Contributions received from other sources (not participants or employers)	2016-12-31	$33,082
Other income received	2016-12-31	$185,683
Net income (gross income less expenses)	2016-12-31	$263,167
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,781,422
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,518,255
2015 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-350
Total income from all sources	2015-12-31	$292,829
Expenses. Total of all expenses incurred	2015-12-31	$78,499
Benefits paid (including direct rollovers)	2015-12-31	$78,499
Total plan assets at end of year	2015-12-31	$3,518,255
Total plan assets at beginning of year	2015-12-31	$3,304,275
Total contributions received or receivable from participants	2015-12-31	$235,778
Contributions received from other sources (not participants or employers)	2015-12-31	$6,700
Other income received	2015-12-31	$50,351
Net income (gross income less expenses)	2015-12-31	$214,330
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,518,255
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,304,275
2014 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$405,236
Expenses. Total of all expenses incurred	2014-12-31	$53,511
Benefits paid (including direct rollovers)	2014-12-31	$50,675
Total plan assets at end of year	2014-12-31	$3,304,275
Total plan assets at beginning of year	2014-12-31	$2,952,550
Total contributions received or receivable from participants	2014-12-31	$210,768
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,836
Contributions received from other sources (not participants or employers)	2014-12-31	$2,836
Other income received	2014-12-31	$191,632
Net income (gross income less expenses)	2014-12-31	$351,725
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,304,275
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,952,550
Assets. Value of participant loans	2014-12-31	$18,250
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$642,308
Expenses. Total of all expenses incurred	2013-12-31	$42,955
Benefits paid (including direct rollovers)	2013-12-31	$42,934
Total plan assets at end of year	2013-12-31	$2,952,550
Total plan assets at beginning of year	2013-12-31	$2,353,197
Total contributions received or receivable from participants	2013-12-31	$200,965
Expenses. Other expenses not covered elsewhere	2013-12-31	$21
Contributions received from other sources (not participants or employers)	2013-12-31	$55,901
Other income received	2013-12-31	$385,442
Net income (gross income less expenses)	2013-12-31	$599,353
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,952,550
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,353,197
Assets. Value of participant loans	2013-12-31	$20,242
Total contributions received or receivable from employer(s)	2013-12-31	$0
2012 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$423,724
Expenses. Total of all expenses incurred	2012-12-31	$44,250
Benefits paid (including direct rollovers)	2012-12-31	$44,250
Total plan assets at end of year	2012-12-31	$2,353,196
Total plan assets at beginning of year	2012-12-31	$1,973,722
Total contributions received or receivable from participants	2012-12-31	$196,559
Other income received	2012-12-31	$227,165
Net income (gross income less expenses)	2012-12-31	$379,474
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,353,196
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,973,722
Assets. Value of participant loans	2012-12-31	$26,285
2011 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$302,750
Expenses. Total of all expenses incurred	2011-12-31	$1,588
Benefits paid (including direct rollovers)	2011-12-31	$1,588
Total plan assets at end of year	2011-12-31	$1,973,722
Total plan assets at beginning of year	2011-12-31	$1,672,561
Total contributions received or receivable from participants	2011-12-31	$189,091
Contributions received from other sources (not participants or employers)	2011-12-31	$116,326
Other income received	2011-12-31	$-2,667
Net income (gross income less expenses)	2011-12-31	$301,162
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,973,722
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,672,561
Assets. Value of participant loans	2011-12-31	$16,125
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$423,886
Expenses. Total of all expenses incurred	2010-12-31	$8,534
Benefits paid (including direct rollovers)	2010-12-31	$8,534
Total plan assets at end of year	2010-12-31	$1,672,561
Total plan assets at beginning of year	2010-12-31	$1,257,208
Total contributions received or receivable from participants	2010-12-31	$270,878
Contributions received from other sources (not participants or employers)	2010-12-31	$9,921
Other income received	2010-12-31	$143,087
Net income (gross income less expenses)	2010-12-31	$415,352
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,672,561
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,257,208
Assets. Value of participant loans	2010-12-31	$1,133

Form 5500 Responses for MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN

2019: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: MUSEUM OF JEWISH HERITAGE TAX DEFERED ANUITY PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	First time form 5500 has been submitted	Yes
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MUSEUM OF JEWISH HERITAGE
Employer identification number (EIN):	133376265
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions