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FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameFRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN
Plan identification number 001

FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

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

Company Name:FRANK LLOYD WRIGHT BUILDING CONSERVANCY
Employer identification number (EIN):363703598
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARBARA GORDON2024-06-17
0012022-01-01BARBARA H GORDON2023-03-09
0012021-01-01BARBARA H GORDON2022-04-12

Plan Statistics for FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN

Measure Date Value
2025: FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-024
Total number of particpants at end of year2025-07-025
Number of Participants With Account Balances2025-07-024
2024: FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-174
Total number of particpants at end of year2024-06-174
Number of Participants With Account Balances2024-06-173
2022: FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-124
Total number of particpants at end of year2022-04-123
Number of Participants With Account Balances2022-04-123

Financial Data on FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN

Measure Date Value
2025 : FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-020
Net assets as of the end of the plan year2025-07-02136198
Total assets as of the beginning of the plan year2025-07-0272455
Value of plan covered by a fidelity bond2025-07-0225000
Participant contributions to plan in this plan year2025-07-0253669
Other income to plan in this plan year2025-07-0210074
Plan net income in this plan year2025-07-0263743
Net assets as of the end of the plan year2025-07-02136198
Net assets as of the beginning of the plan year2025-07-0272455
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-020
2024 : FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-170
Total expenses incurred by plan in this plan year2024-06-170
Net assets as of the end of the plan year2024-06-1772455
Total assets as of the beginning of the plan year2024-06-1735979
Value of plan covered by a fidelity bond2024-06-1725000
Participant contributions to plan in this plan year2024-06-1728326
Other income to plan in this plan year2024-06-178150
Plan net income in this plan year2024-06-1736476
Net assets as of the end of the plan year2024-06-1772455
Net assets as of the beginning of the plan year2024-06-1735979
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-170
2022 : FRANK LLOYD WRIGHT BUILDING CONSERVANCY 403(B) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-12345
Net assets as of the end of the plan year2022-04-1211811
Total assets as of the beginning of the plan year2022-04-120
Value of plan covered by a fidelity bond2022-04-1225000
Participant contributions to plan in this plan year2022-04-1211981
Other income to plan in this plan year2022-04-12175
Plan net income in this plan year2022-04-1211811
Net assets as of the end of the plan year2022-04-1211811
Net assets as of the beginning of the plan year2022-04-120

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