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THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN 401k Plan overview

Plan NameTHE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN
Plan identification number 001

THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B 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.

401k Sponsoring company profile

THE HARRY S. TRUMAN LIBRARY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE HARRY S. TRUMAN LIBRARY INSTITUTE
Employer identification number (EIN):436042632
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA SULLIVAN2024-07-26
0012022-01-01LISA SULLIVAN2023-07-31
0012021-01-01LISA SULLIVAN2022-07-27
0012020-01-01LISA SULLIVAN2021-10-13
0012019-01-01LISA SULLIVAN2020-07-30
0012018-01-01LISA SULLIVAN2019-07-26
0012017-01-01LISA SULLIVAN2018-07-24
0012016-01-01LISA SULLIVAN2017-07-19
0012015-01-01LISA SULLIVAN2016-05-12
0012014-01-01LISA SULLIVAN2015-07-29
0012013-01-01LISA SULLIVAN2014-07-23
0012012-01-01LISA SULLIVAN2013-07-26 LISA SULLIVAN2013-07-26
0012011-01-01LISA SULLIVAN2012-07-26 LISA SULLIVAN2012-07-26
0012010-01-01LISA SULLIVAN2011-08-23

Plan Statistics for THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN

401k plan membership statisitcs for THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN

Measure Date Value
2025: THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1026
Total number of particpants at end of year2025-10-1026
Number of Participants With Account Balances2025-10-1026
2024: THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2624
Total number of particpants at end of year2024-07-2626
Number of Participants With Account Balances2024-07-2626

Financial Data on THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN

Measure Date Value
2025 : THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1036671
Net assets as of the end of the plan year2025-10-103343128
Total assets as of the beginning of the plan year2025-10-102755751
Value of plan covered by a fidelity bond2025-10-10335000
Participant contributions to plan in this plan year2025-10-1094454
Value of participant loans at end of plan year2025-10-100
Other income to plan in this plan year2025-10-10452015
Plan net income in this plan year2025-10-10587377
Net assets as of the end of the plan year2025-10-103343128
Net assets as of the beginning of the plan year2025-10-102755751
Employer contributions to plan in this plan year2025-10-1077579
2024 : THE HARRY S. TRUMAN LIBRARY INSTITUTE 403B PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2611500
Net assets as of the end of the plan year2024-07-262755751
Total assets as of the beginning of the plan year2024-07-262202176
Value of plan covered by a fidelity bond2024-07-26280000
Participant contributions to plan in this plan year2024-07-2648912
Value of participant loans at end of plan year2024-07-267199
Other income to plan in this plan year2024-07-26450213
Plan net income in this plan year2024-07-26553575
Net assets as of the end of the plan year2024-07-262755751
Net assets as of the beginning of the plan year2024-07-262202176
Employer contributions to plan in this plan year2024-07-2665950
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2650

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