| Plan Name | TAX DEFERRED ANNUITY PLAN OF DETROIT HISTORICAL SOCIETY |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DETROIT HISTORICAL SOCIETY |
| Employer identification number (EIN): | 381381144 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about DETROIT HISTORICAL SOCIETY
| Jurisdiction of Incorporation: | Michigan Secretary of State |
| Incorporation Date: | 1954-01-21 |
| Company Identification Number: | 802008 |
| Legal Registered Office Address: |
5401 WOODWARD AVE. DETROIT United States of America (USA) 48202 |
More information about DETROIT HISTORICAL SOCIETY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | MATTHEW GREENOUGH | 2024-07-24 | ||
| 002 | 2022-01-01 | MATTHEW GREENOUGH | 2023-10-09 | ||
| 002 | 2021-01-01 | MATTHEW GREENOUGH | 2022-08-30 | ||
| 002 | 2020-01-01 | MATTHEW GREENOUGH | 2021-03-10 | ||
| 002 | 2019-01-01 | KEVIN GRAMLICH | 2020-07-09 | ||
| 002 | 2018-01-01 | NORMA JEAN ZALESKI | 2019-09-06 | ||
| 002 | 2017-01-01 | NORMA JEAN ZALESKI | 2018-08-17 | ||
| 002 | 2016-01-01 | ROBERT BURY | 2017-10-03 | ||
| 002 | 2015-01-01 | ROBERT BURY | 2016-05-06 | ||
| 002 | 2014-01-01 | ROBERT BURY | 2015-05-27 | ||
| 002 | 2013-01-01 | ROBERT BURY | 2014-07-14 | ||
| 002 | 2012-01-01 | ROBERT BURY | 2013-07-17 | ||
| 002 | 2011-01-01 | ROBERT BURY | 2012-05-10 | ||
| 002 | 2010-01-01 | ROBERT BURY | 2011-07-29 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF DETROIT HISTORICAL SOCIETY 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-19 | 694173 |
| Net assets as of the end of the plan year | 2025-07-19 | 0 |
| Total assets as of the beginning of the plan year | 2025-07-19 | 543071 |
| Value of plan covered by a fidelity bond | 2025-07-19 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-19 | 59555 |
| Other expenses paid from plan in this plan year | 2025-07-19 | 347027 |
| Other contributions to plan in this plan year | 2025-07-19 | 0 |
| Other income to plan in this plan year | 2025-07-19 | 91547 |
| Plan net income in this plan year | 2025-07-19 | -543071 |
| Net assets as of the end of the plan year | 2025-07-19 | 0 |
| Net assets as of the beginning of the plan year | 2025-07-19 | 543071 |
| Employer contributions to plan in this plan year | 2025-07-19 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-19 | 26 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-19 | 46 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF DETROIT HISTORICAL SOCIETY 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-24 | 6730 |
| Net assets as of the end of the plan year | 2024-07-24 | 543071 |
| Total assets as of the beginning of the plan year | 2024-07-24 | 412772 |
| Value of plan covered by a fidelity bond | 2024-07-24 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-24 | 52054 |
| Other expenses paid from plan in this plan year | 2024-07-24 | 0 |
| Other contributions to plan in this plan year | 2024-07-24 | 0 |
| Other income to plan in this plan year | 2024-07-24 | 84975 |
| Plan net income in this plan year | 2024-07-24 | 130299 |
| Net assets as of the end of the plan year | 2024-07-24 | 543071 |
| Net assets as of the beginning of the plan year | 2024-07-24 | 412772 |
| Employer contributions to plan in this plan year | 2024-07-24 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-24 | 0 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF DETROIT HISTORICAL SOCIETY 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-08-30 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-30 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-30 | 294376 |
| Net assets as of the end of the plan year | 2022-08-30 | 494835 |
| Total assets as of the beginning of the plan year | 2022-08-30 | 655562 |
| Value of plan covered by a fidelity bond | 2022-08-30 | 1000000 |
| Participant contributions to plan in this plan year | 2022-08-30 | 38000 |
| Other expenses paid from plan in this plan year | 2022-08-30 | 86 |
| Other contributions to plan in this plan year | 2022-08-30 | 0 |
| Other income to plan in this plan year | 2022-08-30 | 95649 |
| Plan net income in this plan year | 2022-08-30 | -160727 |
| Net assets as of the end of the plan year | 2022-08-30 | 494835 |
| Net assets as of the beginning of the plan year | 2022-08-30 | 655562 |
| Employer contributions to plan in this plan year | 2022-08-30 | 0 |
| Fees paid to broker by Benefit Provider | 2022-08-30 | 158 |