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ENDLESS MOUNTAINS HERITAGE REGION 403 (B) 401k Plan overview

Plan NameENDLESS MOUNTAINS HERITAGE REGION 403 (B)
Plan identification number 001

ENDLESS MOUNTAINS HERITAGE REGION 403 (B) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

ENDLESS MOUNTAINS HERITAGE REGION, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENDLESS MOUNTAINS HERITAGE REGION, INC.
Employer identification number (EIN):251830078
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDLESS MOUNTAINS HERITAGE REGION 403 (B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAIN CHAMBERLIN2024-04-15
0012022-01-01CAIN CHAMBERLIN2023-02-23
0012021-01-01CAIN CHAMBERLIN2022-08-10 CAIN CHAMBERLIN2022-08-10
0012020-01-01CAIN CHAMBERLIN2021-06-09
0012019-01-01CAIN CHAMBERLIN2020-08-01
0012018-01-01CAIN CHAMBERLIN2019-07-12 CAIN CHAMBERLIN2019-07-12
0012017-01-01ANNETTE SCHULTZ2018-06-13 ANNETTE SCHULTZ2018-06-13
0012016-01-01ANNETTE SCHULTZ2017-04-14 ANNETTE SCHULTZ2017-04-14
0012015-01-01ANNETTE SCHULTZ2016-06-14
0012014-01-01ANNETTE SCHULTZ2015-07-14
0012013-01-01PHILLIP SWANK2014-07-16 PHILLIP SWANK2014-07-16
0012012-01-01PHILLIP SWANK2014-07-16 PHILLIP SWANK2014-07-16
0012011-01-01PHILLIP SWANK2012-07-10
0012010-01-01PHILLIP SWANK2012-01-03

Plan Statistics for ENDLESS MOUNTAINS HERITAGE REGION 403 (B)

401k plan membership statisitcs for ENDLESS MOUNTAINS HERITAGE REGION 403 (B)

Measure Date Value
2025: ENDLESS MOUNTAINS HERITAGE REGION 403 (B) 2025 401k membership
Total number of particpants at beginning of year2025-02-204
Total number of particpants at end of year2025-02-204
Number of Participants With Account Balances2025-02-204
2024: ENDLESS MOUNTAINS HERITAGE REGION 403 (B) 2024 401k membership
Total number of particpants at beginning of year2024-04-153
Total number of particpants at end of year2024-04-154
Number of Participants With Account Balances2024-04-154

Financial Data on ENDLESS MOUNTAINS HERITAGE REGION 403 (B)

Measure Date Value
2025 : ENDLESS MOUNTAINS HERITAGE REGION 403 (B) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-200
Net assets as of the end of the plan year2025-02-2070287
Total assets as of the beginning of the plan year2025-02-2056868
Participant contributions to plan in this plan year2025-02-203250
Other income to plan in this plan year2025-02-206919
Plan net income in this plan year2025-02-2013419
Net assets as of the end of the plan year2025-02-2070287
Net assets as of the beginning of the plan year2025-02-2056868
Employer contributions to plan in this plan year2025-02-203250
2024 : ENDLESS MOUNTAINS HERITAGE REGION 403 (B) 2024 401k financial data
Net assets as of the end of the plan year2024-04-1556868
Total assets as of the beginning of the plan year2024-04-1543744
Participant contributions to plan in this plan year2024-04-153200
Other income to plan in this plan year2024-04-156724
Plan net income in this plan year2024-04-1513124
Net assets as of the end of the plan year2024-04-1556868
Net assets as of the beginning of the plan year2024-04-1543744
Employer contributions to plan in this plan year2024-04-153200

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