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NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 401k Plan overview

Plan NameNEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA
Plan identification number 002

NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

NEW YORK GENEALOGICAL AND BIOGRAPHICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK GENEALOGICAL AND BIOGRAPHICAL SOCIETY
Employer identification number (EIN):135596870
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NEW YORK GENEALOGICAL AND BIOGRAPHICAL SOCIETY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1869-03-26
Company Identification Number: 31361
Legal Registered Office Address: 122 E. 58TH ST.
New York
NEW YORK
United States of America (USA)
10022

More information about NEW YORK GENEALOGICAL AND BIOGRAPHICAL SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01MCKELDEN SMITH
0022011-01-01MCKELDEN SMITH
0022010-01-01MCKELDEN SMITH

Plan Statistics for NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA

401k plan membership statisitcs for NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA

Measure Date Value
2012: NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0126
Total participants2012-01-0126
Number of participants with account balances2012-01-0122
2011: NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
Number of participants with account balances2011-01-0121
2010: NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2010 401k membership
Total participants, beginning-of-year2010-01-0127
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0125
Total participants2010-01-0125
Number of participants with account balances2010-01-0121

Financial Data on NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA

Measure Date Value
2012 : NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2012 401k financial data
Total income from all sources2012-12-31$97,975
Expenses. Total of all expenses incurred2012-12-31$11,236
Benefits paid (including direct rollovers)2012-12-31$11,236
Total plan assets at end of year2012-12-31$675,649
Total plan assets at beginning of year2012-12-31$588,910
Total contributions received or receivable from participants2012-12-31$36,462
Other income received2012-12-31$53,285
Net income (gross income less expenses)2012-12-31$86,739
Net plan assets at end of year (total assets less liabilities)2012-12-31$675,649
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$588,910
Total contributions received or receivable from employer(s)2012-12-31$8,228
2011 : NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2011 401k financial data
Total income from all sources2011-12-31$63,398
Expenses. Total of all expenses incurred2011-12-31$11,291
Benefits paid (including direct rollovers)2011-12-31$11,291
Total plan assets at end of year2011-12-31$588,910
Total plan assets at beginning of year2011-12-31$536,803
Total contributions received or receivable from participants2011-12-31$36,220
Other income received2011-12-31$10,533
Net income (gross income less expenses)2011-12-31$52,107
Net plan assets at end of year (total assets less liabilities)2011-12-31$588,910
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$536,803
Total contributions received or receivable from employer(s)2011-12-31$16,645
2010 : NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$100,164
Expenses. Total of all expenses incurred2010-12-31$177,218
Benefits paid (including direct rollovers)2010-12-31$177,218
Total plan assets at end of year2010-12-31$536,803
Total plan assets at beginning of year2010-12-31$613,857
Total contributions received or receivable from participants2010-12-31$46,230
Other income received2010-12-31$31,800
Net income (gross income less expenses)2010-12-31$-77,054
Net plan assets at end of year (total assets less liabilities)2010-12-31$536,803
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$613,857
Total contributions received or receivable from employer(s)2010-12-31$22,134

Form 5500 Responses for NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA

2012: NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLA 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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