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TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 401k Plan overview

Plan NameTIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA
Plan identification number 002

TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 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

THE ATHENAEUM OF PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:THE ATHENAEUM OF PHILADELPHIA
Employer identification number (EIN):231352027
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01NANCY BERENATO2024-10-15 NANCY BERENATO2024-10-15
0022022-01-01SUSAN LEE2023-02-13 SUSAN LEE2023-02-13
0022021-01-01SUSAN LEE2022-03-15
0022020-01-01SUSAN LEE2021-05-18
0022016-01-01EILEEN MAGEE2017-08-31 EILEEN MAGEE2017-08-31
0022015-01-01EILEEN MAGEE2016-02-24
0022013-01-01EILEEN MAGEE2014-07-21
0022012-01-01EILEEN MAGEE2013-04-19
0022011-01-01EILEEN MAGEE2012-03-08
0022010-01-01EILEEN MAGEE2011-06-20

Plan Statistics for TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA

401k plan membership statisitcs for TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA

Measure Date Value
2025: TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 2025 401k membership
Total number of particpants at beginning of year2025-06-277
Total number of particpants at end of year2025-06-2711
2024: TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 2024 401k membership
Total number of particpants at beginning of year2024-10-159
Total number of particpants at end of year2024-10-157
2022: TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 2022 401k membership
Total number of particpants at beginning of year2022-03-158
Total number of particpants at end of year2022-03-159
Number of Participants With Account Balances2022-03-159

Financial Data on TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA

Measure Date Value
2025 : TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-2757538
Net assets as of the end of the plan year2025-06-27881960
Total assets as of the beginning of the plan year2025-06-27798241
Participant contributions to plan in this plan year2025-06-2756168
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-2785089
Plan net income in this plan year2025-06-2783719
Net assets as of the end of the plan year2025-06-27881960
Net assets as of the beginning of the plan year2025-06-27798241
Employer contributions to plan in this plan year2025-06-270
2024 : TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15261104
Net assets as of the end of the plan year2024-10-15798241
Total assets as of the beginning of the plan year2024-10-15922569
Participant contributions to plan in this plan year2024-10-1536481
Other contributions to plan in this plan year2024-10-154458
Other income to plan in this plan year2024-10-1595837
Plan net income in this plan year2024-10-15-124328
Net assets as of the end of the plan year2024-10-15798241
Net assets as of the beginning of the plan year2024-10-15922569
Employer contributions to plan in this plan year2024-10-150
2022 : TIAA-CREF TAX-DEFFERED ANNUITY PLAN FOR THE EMPLOYEES OF THE ATHENEUM OF PHILADELPHIA 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-1519133
Net assets as of the end of the plan year2022-03-151015663
Total assets as of the beginning of the plan year2022-03-15911233
Participant contributions to plan in this plan year2022-03-1530298
Other income to plan in this plan year2022-03-1593265
Plan net income in this plan year2022-03-15104430
Net assets as of the end of the plan year2022-03-151015663
Net assets as of the beginning of the plan year2022-03-15911233
Employer contributions to plan in this plan year2022-03-150

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