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RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART 401k Plan overview

Plan NameRETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART
Plan identification number 004

RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ALBANY INSTITUTE OF HISTORY & ART has sponsored the creation of one or more 401k plans.

Company Name:ALBANY INSTITUTE OF HISTORY & ART
Employer identification number (EIN):141343061
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01SUSAN HSU2018-07-10
0042016-01-01SUSAN HSU2017-07-26
0042015-01-01S SCOTT LUSHER2016-10-19
0042014-01-01S SCOTT LUSHER2015-10-16
0042013-01-01SUSAN HSU2014-09-25
0042012-01-01KATHLEEN MYERS2013-05-01
0042011-01-01DAVID CARROLL2012-05-25
0042010-01-01CHRISTINE MILES2011-06-14

Plan Statistics for RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART

401k plan membership statisitcs for RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART

Measure Date Value
2025: RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART 2025 401k membership
Total number of particpants at beginning of year2025-10-0118
Total number of particpants at end of year2025-10-0117
Number of Participants With Account Balances2025-10-0117
2024: RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART 2024 401k membership
Total number of particpants at beginning of year2024-09-0323
Total number of particpants at end of year2024-09-0316
Number of Participants With Account Balances2024-09-0316
2022: RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART 2022 401k membership
Total number of particpants at beginning of year2022-07-2519
Total number of particpants at end of year2022-07-2516
Number of Participants With Account Balances2022-07-2515

Financial Data on RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART

Measure Date Value
2025 : RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-01280
Net assets as of the end of the plan year2025-10-01270511
Total assets as of the beginning of the plan year2025-10-01233941
Value of plan covered by a fidelity bond2025-10-01100000
Other expenses paid from plan in this plan year2025-10-01280
Other income to plan in this plan year2025-10-0123154
Plan net income in this plan year2025-10-0136570
Net assets as of the end of the plan year2025-10-01270511
Net assets as of the beginning of the plan year2025-10-01233941
Employer contributions to plan in this plan year2025-10-0113696
2024 : RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-03111257
Net assets as of the end of the plan year2024-09-03233941
Total assets as of the beginning of the plan year2024-09-03306415
Value of plan covered by a fidelity bond2024-09-03100000
Other expenses paid from plan in this plan year2024-09-03655
Other income to plan in this plan year2024-09-0324710
Plan net income in this plan year2024-09-03-72474
Net assets as of the end of the plan year2024-09-03233941
Net assets as of the beginning of the plan year2024-09-03306415
Employer contributions to plan in this plan year2024-09-0314073
2022 : RETIREMENT PLAN FOR THE EMPLOYEES OF THE ALBANY INSTITUTE OF HISTORY AND ART 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-2584051
Net assets as of the end of the plan year2022-07-25353783
Total assets as of the beginning of the plan year2022-07-25381795
Value of plan covered by a fidelity bond2022-07-25100000
Participant contributions to plan in this plan year2022-07-250
Other expenses paid from plan in this plan year2022-07-25418
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-2540542
Plan net income in this plan year2022-07-25-28012
Net assets as of the end of the plan year2022-07-25353783
Net assets as of the beginning of the plan year2022-07-25381795
Employer contributions to plan in this plan year2022-07-2515497
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-250

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