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MCLEAN COUNTY HISTORICAL SOCIETY 403(B) DC PLAN 401k Plan overview

Plan NameMCLEAN COUNTY HISTORICAL SOCIETY 403(B) DC PLAN
Plan identification number 001

MCLEAN COUNTY HISTORICAL SOCIETY 403(B) DC PLAN Benefits

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

401k Sponsoring company profile

MCLEAN COUNTY HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:MCLEAN COUNTY HISTORICAL SOCIETY
Employer identification number (EIN):371414038
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCLEAN COUNTY HISTORICAL SOCIETY 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01ADAM LOVELL2018-10-29
0012016-04-01BETH WHISMAN2017-10-30
0012015-04-01BETH WHISMAN2016-09-16
0012014-04-01GREG KOOS2015-09-15
0012013-04-01GREG KOOS2014-07-21
0012012-04-01GREG KOOS2013-06-28
0012011-04-01GREG KOOS2012-10-24
0012010-04-01GREG KOOS2011-10-25

Financial Data on MCLEAN COUNTY HISTORICAL SOCIETY 403(B) DC PLAN

Measure Date Value
2025 : MCLEAN COUNTY HISTORICAL SOCIETY 403(B) DC PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-291147915
Total expenses incurred by plan in this plan year2025-10-2918216
Net assets as of the end of the plan year2025-10-292136498
Total assets as of the beginning of the plan year2025-10-29859226
Value of plan covered by a fidelity bond2025-10-2985923
Participant contributions to plan in this plan year2025-10-2940537
Value of participant loans at end of plan year2025-10-292935
Other income to plan in this plan year2025-10-2959064
Plan net income in this plan year2025-10-29129357
Net assets as of the end of the plan year2025-10-292136498
Net assets as of the beginning of the plan year2025-10-29859226
Employer contributions to plan in this plan year2025-10-2947972
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-2950
2024 : MCLEAN COUNTY HISTORICAL SOCIETY 403(B) DC PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-276159
Net assets as of the end of the plan year2024-07-27859226
Total assets as of the beginning of the plan year2024-07-27716071
Value of plan covered by a fidelity bond2024-07-2771608
Value of participant loans at end of plan year2024-07-272463
Other expenses paid from plan in this plan year2024-07-2725
Other income to plan in this plan year2024-07-27113050
Plan net income in this plan year2024-07-27143155
Net assets as of the end of the plan year2024-07-27859226
Net assets as of the beginning of the plan year2024-07-27716071
Employer contributions to plan in this plan year2024-07-2736264

Potentially related plans

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