THE AMERICAN SWEDISH INSTITUTE TAX DEFERRED ANNUITY & RETIREMENT PLAN 401k Plan overview

THE AMERICAN SWEDISH INSTITUTE TAX DEFERRED ANNUITY & RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE AMERICAN SWEDISH INSTITUTE
Employer identification number (EIN):	410711603
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-10-01	APRIL NESKE	2024-11-29	APRIL NESKE	2024-11-29
002	2022-10-01	APRIL NESKE	2023-11-13	APRIL NESKE	2023-11-13
002	2021-10-01	APRIL NESKE	2022-12-05	APRIL NESKE	2022-12-05
002	2020-10-01	APRIL NESKE	2021-11-05	APRIL NESKE	2021-11-05
002	2019-10-01	APRIL NESKE	2020-12-16	APRIL NESKE	2020-12-16
002	2018-01-01	ERIK SORENSEN	2019-02-11	ERIK SORENSEN	2019-02-11
002	2017-01-01	BONNIE NELSON	2018-03-02	BONNIE NELSON	2018-03-02
002	2016-01-01	BONNIE NELSON	2017-06-01	BONNIE NELSON	2017-06-01
002	2015-01-01	BONNIE NELSON	2016-02-25	BONNIE NELSON	2016-02-25
002	2014-01-01	BONNIE NELSON	2015-04-30	BONNIE NELSON	2015-04-30
002	2013-01-01	BONNIE NELSON	2014-03-11	BONNIE NELSON	2014-03-11
002	2012-01-01	BONNIE NELSON	2013-04-29	BONNIE NELSON	2013-04-29
002	2011-01-01	BONNIE NELSON	2012-07-11
002	2010-01-01	BONNIE NELSON	2011-04-15

Plan Statistics for THE AMERICAN SWEDISH INSTITUTE TAX DEFERRED ANNUITY & RETIREMENT PLAN

Measure	Date	Value
2024: THE AMERICAN SWEDISH INSTITUTE TAX DEFERRED ANNUITY & RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-12-02	75
Total number of particpants at end of year	2024-12-02	76
Number of Participants With Account Balances	2024-12-02	76

Financial Data on THE AMERICAN SWEDISH INSTITUTE TAX DEFERRED ANNUITY & RETIREMENT PLAN

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