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DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREMENT OF THE JOSIAH MACY JR FOUNDATION 401k Plan overview

Plan NameDEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREMENT OF THE JOSIAH MACY JR FOUNDATION
Plan identification number 001

DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREMENT OF THE JOSIAH MACY JR FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

JOSIAH MACY JR FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:JOSIAH MACY JR FOUNDATION
Employer identification number (EIN):135596895
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREMENT OF THE JOSIAH MACY JR FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PETER GOODWIN2013-07-18
0012011-01-01PETER GOODWIN2012-10-11
0012010-01-01PETER GOODWIN2011-10-13

Financial Data on DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREMENT OF THE JOSIAH MACY JR FOUNDATION

Measure Date Value
2025 : DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREMENT OF THE JOSIAH MACY JR FOUNDATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0972733
Net assets as of the end of the plan year2025-10-094121984
Total assets as of the beginning of the plan year2025-10-093524557
Value of plan covered by a fidelity bond2025-10-09500000
Other income to plan in this plan year2025-10-09463692
Plan net income in this plan year2025-10-09597427
Net assets as of the end of the plan year2025-10-094121984
Net assets as of the beginning of the plan year2025-10-093524557
Employer contributions to plan in this plan year2025-10-09206468
2024 : DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREMENT OF THE JOSIAH MACY JR FOUNDATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1078090
Net assets as of the end of the plan year2024-10-103524557
Total assets as of the beginning of the plan year2024-10-102956878
Value of plan covered by a fidelity bond2024-10-10500000
Other income to plan in this plan year2024-10-10438934
Plan net income in this plan year2024-10-10567679
Net assets as of the end of the plan year2024-10-103524557
Net assets as of the beginning of the plan year2024-10-102956878
Employer contributions to plan in this plan year2024-10-10206835

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