MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN 401k Plan overview

MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	MUSEUM OF SCIENCE AND INDUSTRY
Employer identification number (EIN):	362167797
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2019-01-01	MARGO STERNE	2019-10-03
004	2018-01-01	MARGO STERNE	2019-07-26
004	2017-01-01	MARGO STERNE	2018-09-27
004	2016-01-01	MARGO STERNE	2017-10-10
004	2015-01-01	FAHD ALVI	2016-10-14
004	2014-01-01	FAHD ALVI	2016-10-14
004	2014-01-01	STACEY KRAFT	2015-10-13
004	2013-01-01	STACEY KRAFT	2014-10-14
004	2012-01-01	STACEY KRAFT	2013-10-11	STACEY KRAFT	2013-10-11
004	2011-01-01	STACEY KRAFT	2013-11-05	STACEY KRAFT	2013-11-05
004	2010-01-01	JEREMY YONAN
004	2009-01-01	JEREMY YONAN		JEREMY YONAN	2010-09-30

Plan Statistics for MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN

Measure	Date	Value
2018: MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,167,493
Acturial value of plan assets	2018-12-31	4,167,493
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,141,454
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	3,334
Active participant vested funding target	2018-12-31	1,285,130
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,285,130
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	3,429,918
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	11,300
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,808,146
Acturial value of plan assets	2017-12-31	3,808,146
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,083,714
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	3,222
Active participant vested funding target	2017-12-31	1,215,224
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,215,224
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	3,302,160
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	119,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	126,602
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	15,700
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,632,538
Acturial value of plan assets	2016-12-31	3,632,538
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,098,622
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,233
Active participant vested funding target	2016-12-31	1,178,764
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,178,764
Total participant count	2016-12-31	23
Total funding target for all participants	2016-12-31	3,280,619
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	100,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	106,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	128,812
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	119,537
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	13,600
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	119,537
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2010: MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	18
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	20
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN

Form 5500 Responses for MUSEUM OF SCIENCE AND INDUSTRY ORIGINAL EMPLOYEES' RETIREMENT PLAN

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