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DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 401k Plan overview

Plan NameDEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES
Plan identification number 001

DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 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

FRANK LLOYD WRIGHT TRUST has sponsored the creation of one or more 401k plans.

Company Name:FRANK LLOYD WRIGHT TRUST
Employer identification number (EIN):237414937
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01AMY DEBOCK
0012022-07-01
0012022-07-01AMY DEBOCK
0012021-07-01
0012021-07-01KATHLEEN FRANCIS
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01RICHARD J. NICHIN RICHARD J. NICHIN2019-01-21
0012016-07-01RICHARD J. NICHIN RICHARD J. NICHIN2018-01-25
0012015-07-01RICHARD J. NICHIN RICHARD J. NICHIN2017-02-22
0012014-07-01RICHARD J. NICHIN RICHARD J. NICHIN2016-02-01
0012013-07-01DANIEL POPP DANIEL POPP2015-02-27
0012012-07-01DANIEL POPP DANIEL POPP2014-05-08
0012011-07-01DANIEL POPP
0012010-07-01DANIEL POPP

Financial Data on DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES

Measure Date Value
2023 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2023 401k financial data
Total income from all sources2023-06-30$564,823
Expenses. Total of all expenses incurred2023-06-30$444,589
Benefits paid (including direct rollovers)2023-06-30$444,589
Total plan assets at end of year2023-06-30$4,475,630
Total plan assets at beginning of year2023-06-30$4,355,396
Total contributions received or receivable from participants2023-06-30$96,418
Contributions received from other sources (not participants or employers)2023-06-30$1,134
Other income received2023-06-30$444,504
Net income (gross income less expenses)2023-06-30$120,234
Net plan assets at end of year (total assets less liabilities)2023-06-30$4,475,630
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$4,355,396
Total contributions received or receivable from employer(s)2023-06-30$22,767
2022 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2022 401k financial data
Total income from all sources2022-06-30$-509,399
Expenses. Total of all expenses incurred2022-06-30$433,106
Benefits paid (including direct rollovers)2022-06-30$433,106
Total plan assets at end of year2022-06-30$4,355,396
Total plan assets at beginning of year2022-06-30$5,297,901
Total contributions received or receivable from participants2022-06-30$85,579
Other income received2022-06-30$-618,227
Net income (gross income less expenses)2022-06-30$-942,505
Net plan assets at end of year (total assets less liabilities)2022-06-30$4,355,396
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$5,297,901
Total contributions received or receivable from employer(s)2022-06-30$23,249
2021 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2021 401k financial data
Total income from all sources2021-06-30$1,080,621
Expenses. Total of all expenses incurred2021-06-30$297,852
Benefits paid (including direct rollovers)2021-06-30$297,852
Total plan assets at end of year2021-06-30$5,297,901
Total plan assets at beginning of year2021-06-30$4,515,132
Total contributions received or receivable from participants2021-06-30$53,559
Other income received2021-06-30$1,000,881
Net income (gross income less expenses)2021-06-30$782,769
Net plan assets at end of year (total assets less liabilities)2021-06-30$5,297,901
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$4,515,132
Total contributions received or receivable from employer(s)2021-06-30$26,181
2020 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2020 401k financial data
Total income from all sources2020-06-30$402,977
Expenses. Total of all expenses incurred2020-06-30$595,963
Benefits paid (including direct rollovers)2020-06-30$595,963
Total plan assets at end of year2020-06-30$4,515,132
Total plan assets at beginning of year2020-06-30$4,708,118
Total contributions received or receivable from participants2020-06-30$119,754
Other income received2020-06-30$239,621
Net income (gross income less expenses)2020-06-30$-192,986
Net plan assets at end of year (total assets less liabilities)2020-06-30$4,515,132
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$4,708,118
Total contributions received or receivable from employer(s)2020-06-30$43,602
2019 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2019 401k financial data
Total income from all sources2019-06-30$457,616
Expenses. Total of all expenses incurred2019-06-30$56,881
Benefits paid (including direct rollovers)2019-06-30$56,881
Total plan assets at end of year2019-06-30$4,708,118
Total plan assets at beginning of year2019-06-30$4,307,383
Total contributions received or receivable from participants2019-06-30$142,911
Other income received2019-06-30$261,836
Net income (gross income less expenses)2019-06-30$400,735
Net plan assets at end of year (total assets less liabilities)2019-06-30$4,708,118
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$4,307,383
Total contributions received or receivable from employer(s)2019-06-30$52,869
2018 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2018 401k financial data
Total income from all sources2018-06-30$588,288
Expenses. Total of all expenses incurred2018-06-30$165,675
Benefits paid (including direct rollovers)2018-06-30$165,675
Total plan assets at end of year2018-06-30$4,307,383
Total plan assets at beginning of year2018-06-30$3,884,770
Total contributions received or receivable from participants2018-06-30$179,054
Other income received2018-06-30$353,871
Net income (gross income less expenses)2018-06-30$422,613
Net plan assets at end of year (total assets less liabilities)2018-06-30$4,307,383
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$3,884,770
Total contributions received or receivable from employer(s)2018-06-30$55,363
2017 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2017 401k financial data
Total income from all sources2017-06-30$636,498
Expenses. Total of all expenses incurred2017-06-30$589,032
Benefits paid (including direct rollovers)2017-06-30$589,032
Total plan assets at end of year2017-06-30$3,884,770
Total plan assets at beginning of year2017-06-30$3,837,304
Total contributions received or receivable from participants2017-06-30$169,323
Other income received2017-06-30$412,057
Net income (gross income less expenses)2017-06-30$47,466
Net plan assets at end of year (total assets less liabilities)2017-06-30$3,884,770
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$3,837,304
Total contributions received or receivable from employer(s)2017-06-30$55,118
2016 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2016 401k financial data
Total income from all sources2016-06-30$312,908
Expenses. Total of all expenses incurred2016-06-30$32,885
Benefits paid (including direct rollovers)2016-06-30$32,885
Total plan assets at end of year2016-06-30$3,837,304
Total plan assets at beginning of year2016-06-30$3,557,281
Total contributions received or receivable from participants2016-06-30$236,135
Other income received2016-06-30$22,399
Net income (gross income less expenses)2016-06-30$280,023
Net plan assets at end of year (total assets less liabilities)2016-06-30$3,837,304
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$3,557,281
Total contributions received or receivable from employer(s)2016-06-30$54,374
2015 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2015 401k financial data
Total income from all sources2015-06-30$348,368
Expenses. Total of all expenses incurred2015-06-30$95,024
Benefits paid (including direct rollovers)2015-06-30$95,024
Total plan assets at end of year2015-06-30$3,557,281
Total plan assets at beginning of year2015-06-30$3,303,937
Total contributions received or receivable from participants2015-06-30$155,860
Other income received2015-06-30$138,970
Net income (gross income less expenses)2015-06-30$253,344
Net plan assets at end of year (total assets less liabilities)2015-06-30$3,557,281
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,303,937
Total contributions received or receivable from employer(s)2015-06-30$53,538
2014 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2014 401k financial data
Total income from all sources2014-06-30$617,652
Expenses. Total of all expenses incurred2014-06-30$33,856
Benefits paid (including direct rollovers)2014-06-30$33,856
Total plan assets at end of year2014-06-30$3,303,937
Total plan assets at beginning of year2014-06-30$2,720,141
Total contributions received or receivable from participants2014-06-30$153,470
Other income received2014-06-30$415,845
Net income (gross income less expenses)2014-06-30$583,796
Net plan assets at end of year (total assets less liabilities)2014-06-30$3,303,937
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,720,141
Total contributions received or receivable from employer(s)2014-06-30$48,337
2013 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2013 401k financial data
Total income from all sources2013-06-30$440,612
Expenses. Total of all expenses incurred2013-06-30$94,194
Benefits paid (including direct rollovers)2013-06-30$94,194
Total plan assets at end of year2013-06-30$2,720,141
Total plan assets at beginning of year2013-06-30$2,373,723
Total contributions received or receivable from participants2013-06-30$139,301
Other income received2013-06-30$256,087
Net income (gross income less expenses)2013-06-30$346,418
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,720,141
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,373,723
Total contributions received or receivable from employer(s)2013-06-30$45,224
2012 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2012 401k financial data
Total income from all sources2012-06-30$223,295
Expenses. Total of all expenses incurred2012-06-30$69,556
Benefits paid (including direct rollovers)2012-06-30$69,556
Total plan assets at end of year2012-06-30$2,373,723
Total plan assets at beginning of year2012-06-30$2,219,984
Total contributions received or receivable from participants2012-06-30$135,892
Other income received2012-06-30$42,682
Net income (gross income less expenses)2012-06-30$153,739
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,373,723
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,219,984
Total contributions received or receivable from employer(s)2012-06-30$44,721
2011 : DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2011 401k financial data
Total income from all sources2011-06-30$527,778
Expenses. Total of all expenses incurred2011-06-30$180,196
Benefits paid (including direct rollovers)2011-06-30$180,196
Total plan assets at end of year2011-06-30$2,219,984
Total plan assets at beginning of year2011-06-30$1,872,402
Total contributions received or receivable from participants2011-06-30$158,063
Other income received2011-06-30$333,563
Net income (gross income less expenses)2011-06-30$347,582
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,219,984
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,872,402
Total contributions received or receivable from employer(s)2011-06-30$36,152

Form 5500 Responses for DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES

2022: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: DEFINED CONTRIBUTION MONEY PURCHASE RETIREMENT PLAN FOR EMPLOYEES 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes

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