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MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 401k Plan overview

Plan NameMUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN
Plan identification number 005

MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MUSEUM OF SCIENCE AND INDUSTRY has sponsored the creation of one or more 401k plans.

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

Submission information for form 5500 for 401k plan MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MARGO STERNE MARGO STERNE2018-10-12
0052016-01-01MARGO STERNE
0052015-01-01FAHD ALVI FAHD ALVI2016-10-17
0052015-01-01FAHD ALVI FAHD ALVI2016-10-14
0052014-01-01STACEY KRAFT
0052013-01-01STACEY KRAFT
0052012-01-01STACEY KRAFT
0052011-01-01STACEY KRAFT
0052010-01-01JEREMY YONAN
0052009-01-01JEREMY YONAN

Plan Statistics for MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN

401k plan membership statisitcs for MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN

Measure Date Value
2022: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01480
Total number of active participants reported on line 7a of the Form 55002022-01-01286
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01251
Total of all active and inactive participants2022-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01544
Number of participants with account balances2022-01-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01484
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01257
Total of all active and inactive participants2021-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01480
Number of participants with account balances2021-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01576
Total number of active participants reported on line 7a of the Form 55002020-01-01257
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01222
Total of all active and inactive participants2020-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01484
Number of participants with account balances2020-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01577
Total number of active participants reported on line 7a of the Form 55002019-01-01372
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01199
Total of all active and inactive participants2019-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01576
Number of participants with account balances2019-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01569
Total number of active participants reported on line 7a of the Form 55002018-01-01388
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01184
Total of all active and inactive participants2018-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01577
Number of participants with account balances2018-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01653
Total number of active participants reported on line 7a of the Form 55002017-01-01414
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01149
Total of all active and inactive participants2017-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01569
Number of participants with account balances2017-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01586
Total number of active participants reported on line 7a of the Form 55002016-01-01432
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01216
Total of all active and inactive participants2016-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01653
Number of participants with account balances2016-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01461
Total number of active participants reported on line 7a of the Form 55002015-01-01381
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01586
Number of participants with account balances2015-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01524
Total number of active participants reported on line 7a of the Form 55002014-01-01362
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01461
Number of participants with account balances2014-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01555
Total number of active participants reported on line 7a of the Form 55002013-01-01432
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01524
Number of participants with account balances2013-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01439
Total number of active participants reported on line 7a of the Form 55002012-01-01434
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01118
Total of all active and inactive participants2012-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01555
Number of participants with account balances2012-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01499
Total number of active participants reported on line 7a of the Form 55002011-01-01316
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01121
Total of all active and inactive participants2011-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01439
Number of participants with account balances2011-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01420
Total number of active participants reported on line 7a of the Form 55002010-01-01391
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01499
Number of participants with account balances2010-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0146
2009: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01276
Total number of active participants reported on line 7a of the Form 55002009-01-01344
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01420
Number of participants with account balances2009-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN

Measure Date Value
2022 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,790,029
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,199,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,150,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,680,682
Value of total assets at end of year2022-12-31$28,413,905
Value of total assets at beginning of year2022-12-31$35,403,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,778
Total interest from all sources2022-12-31$21,196
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$855,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$855,175
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,215,980
Participant contributions at end of year2022-12-31$414,605
Participant contributions at beginning of year2022-12-31$436,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$715
Other income not declared elsewhere2022-12-31$440
Administrative expenses (other) incurred2022-12-31$49,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,989,977
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,413,905
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,403,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,999,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,967,821
Interest on participant loans2022-12-31$21,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,347,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$464,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,149,455
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MITCHELL TITUS LLP
Accountancy firm EIN2022-12-31132781641
2021 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,727,168
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,408,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,361,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,615,212
Value of total assets at end of year2021-12-31$35,403,882
Value of total assets at beginning of year2021-12-31$36,085,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,587
Total interest from all sources2021-12-31$23,692
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,687,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,687,630
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,174,837
Participant contributions at end of year2021-12-31$436,061
Participant contributions at beginning of year2021-12-31$545,552
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$781
Other income not declared elsewhere2021-12-31$3,129
Administrative expenses (other) incurred2021-12-31$47,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-681,718
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,403,882
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,085,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,967,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,540,048
Interest on participant loans2021-12-31$23,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-602,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$420,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,360,518
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MITCHELL TITUS LLP
Accountancy firm EIN2021-12-31132781641
2020 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,647,597
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,698,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,638,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,146,313
Value of total assets at end of year2020-12-31$36,085,600
Value of total assets at beginning of year2020-12-31$33,136,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,790
Total interest from all sources2020-12-31$29,916
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,207,266
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,207,266
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,540,836
Participant contributions at end of year2020-12-31$545,552
Participant contributions at beginning of year2020-12-31$546,521
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$49,027
Other income not declared elsewhere2020-12-31$51,375
Administrative expenses (other) incurred2020-12-31$59,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,948,851
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,085,600
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,136,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$35,540,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,590,228
Interest on participant loans2020-12-31$29,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,212,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$547,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,589,929
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MITCHELL TITUS LLP
Accountancy firm EIN2020-12-31132781641
2019 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,932,986
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,032,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$976,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,536,500
Value of total assets at end of year2019-12-31$33,136,749
Value of total assets at beginning of year2019-12-31$25,236,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,899
Total interest from all sources2019-12-31$23,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$922,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$922,100
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,678,470
Participant contributions at end of year2019-12-31$546,521
Participant contributions at beginning of year2019-12-31$381,783
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,333,901
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$612
Other income not declared elsewhere2019-12-31$3,281
Administrative expenses (other) incurred2019-12-31$55,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,900,449
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,136,749
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,236,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,590,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,854,517
Interest on participant loans2019-12-31$23,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,447,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$524,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$976,026
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MITCHELL TITUS LLP
Accountancy firm EIN2019-12-31132781641
2018 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$803,495
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,686,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,626,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,297,106
Value of total assets at end of year2018-12-31$25,236,300
Value of total assets at beginning of year2018-12-31$26,119,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,441
Total interest from all sources2018-12-31$17,080
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$882,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$882,398
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,603,705
Participant contributions at end of year2018-12-31$381,783
Participant contributions at beginning of year2018-12-31$339,872
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$57,820
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$8,902
Other income not declared elsewhere2018-12-31$19,866
Administrative expenses (other) incurred2018-12-31$59,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-882,920
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,236,300
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,119,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,854,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,779,348
Interest on participant loans2018-12-31$17,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,412,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$635,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,618,072
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MITCHELL TITUS LLP
Accountancy firm EIN2018-12-31132781641
2017 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,907,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,533,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,431,246
Value of total corrective distributions2017-12-31$47,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,258,366
Value of total assets at end of year2017-12-31$26,119,220
Value of total assets at beginning of year2017-12-31$21,745,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,730
Total interest from all sources2017-12-31$14,842
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$701,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$701,691
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,429,953
Participant contributions at end of year2017-12-31$339,872
Participant contributions at beginning of year2017-12-31$322,541
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$241,911
Other income not declared elsewhere2017-12-31$5,425
Administrative expenses (other) incurred2017-12-31$54,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,373,885
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,119,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,745,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,779,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,422,794
Interest on participant loans2017-12-31$14,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,927,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$586,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,431,246
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2017-12-31364189747
2016 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,611,700
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,668,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,547,267
Value of total corrective distributions2016-12-31$66,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,094,506
Value of total assets at end of year2016-12-31$21,745,335
Value of total assets at beginning of year2016-12-31$19,802,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,835
Total interest from all sources2016-12-31$12,690
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$582,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$582,836
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,340,479
Participant contributions at end of year2016-12-31$322,541
Participant contributions at beginning of year2016-12-31$179,710
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,680
Other income not declared elsewhere2016-12-31$3,072
Administrative expenses (other) incurred2016-12-31$54,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,943,239
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,745,335
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,802,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,422,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,622,386
Interest on participant loans2016-12-31$12,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$918,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$643,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,547,267
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2016-12-31364189747
2015 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,795,254
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,225,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,167,238
Value of total corrective distributions2015-12-31$12,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,448,811
Value of total assets at end of year2015-12-31$19,802,096
Value of total assets at beginning of year2015-12-31$12,232,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,435
Total interest from all sources2015-12-31$2,218
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$860,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$860,646
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$430,850
Participant contributions at end of year2015-12-31$179,710
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,760,974
Administrative expenses (other) incurred2015-12-31$46,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,569,262
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,802,096
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,232,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,622,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,490,497
Interest on participant loans2015-12-31$2,218
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$3,742,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,516,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,256,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,167,238
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2015-12-31364189747
2014 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,068,431
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,436,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,403,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$342,138
Value of total assets at end of year2014-12-31$12,232,834
Value of total assets at beginning of year2014-12-31$12,600,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,697
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$501,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$501,332
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$38,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-368,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,232,834
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,600,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,490,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,835,308
Value of interest in common/collective trusts at end of year2014-12-31$3,742,337
Value of interest in common/collective trusts at beginning of year2014-12-31$3,765,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$186,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$342,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,403,768
Contract administrator fees2014-12-31$32,697
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WASHINGTON PITTMAN AND MCKEEVER
Accountancy firm EIN2014-12-31364189747
2013 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,470,562
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,196,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,163,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$309,102
Value of total assets at end of year2013-12-31$12,600,868
Value of total assets at beginning of year2013-12-31$11,326,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,682
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$400,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$400,221
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,274,291
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,600,868
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,326,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,835,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,509,185
Value of interest in common/collective trusts at end of year2013-12-31$3,765,560
Value of interest in common/collective trusts at beginning of year2013-12-31$3,815,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,761,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$309,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,163,589
Contract administrator fees2013-12-31$32,682
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WASHINGTON PITTMAN AND MCKEEVER
Accountancy firm EIN2013-12-31364189747
2012 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,819
Total income from all sources (including contributions)2012-12-31$1,312,854
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$466,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$437,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$283,513
Value of total assets at end of year2012-12-31$11,326,577
Value of total assets at beginning of year2012-12-31$10,490,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,541
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$368,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$368,579
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$9,819
Total non interest bearing cash at beginning of year2012-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$846,043
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,326,577
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,480,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,509,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,040,232
Value of interest in common/collective trusts at end of year2012-12-31$3,815,319
Value of interest in common/collective trusts at beginning of year2012-12-31$3,678,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$602,919
Net investment gain or loss from common/collective trusts2012-12-31$57,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$283,513
Employer contributions (assets) at beginning of year2012-12-31$753,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$437,270
Contract administrator fees2012-12-31$29,541
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WASHINGTON PITTMAN AND MCKEEVER
Accountancy firm EIN2012-12-31364189747
2011 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$295
Total income from all sources (including contributions)2011-12-31$329,332
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$510,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$477,419
Value of total corrective distributions2011-12-31$7,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$254,900
Value of total assets at end of year2011-12-31$9,736,467
Value of total assets at beginning of year2011-12-31$9,908,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,625
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$292,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$292,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$9,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$295
Total non interest bearing cash at end of year2011-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-181,504
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,726,648
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,908,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,040,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,687,244
Value of interest in common/collective trusts at end of year2011-12-31$3,678,314
Value of interest in common/collective trusts at beginning of year2011-12-31$3,535,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-255,287
Net investment gain or loss from common/collective trusts2011-12-31$37,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$254,900
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$676,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$477,419
Contract administrator fees2011-12-31$25,625
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WASHINGTON PITTMAN AND MCKEEVER
Accountancy firm EIN2011-12-31364189747
2010 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,986
Total income from all sources (including contributions)2010-12-31$1,959,561
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$602,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$562,990
Value of total corrective distributions2010-12-31$5,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$938,712
Value of total assets at end of year2010-12-31$9,908,447
Value of total assets at beginning of year2010-12-31$8,588,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,268
Total interest from all sources2010-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$162,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$162,174
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$64
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$36,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,356,925
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,908,152
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,551,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,687,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,018,552
Value of interest in common/collective trusts at end of year2010-12-31$3,535,694
Value of interest in common/collective trusts at beginning of year2010-12-31$3,560,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$804,362
Net investment gain or loss from common/collective trusts2010-12-31$54,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$938,712
Employer contributions (assets) at end of year2010-12-31$676,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$562,990
Contract administrator fees2010-12-31$22,768
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WASHINGTON, PITTMAN & MCKEEVER
Accountancy firm EIN2010-12-31364189747
2009 : MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN

2022: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT INCOME SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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