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WALTER ANDERSON MUSEUM OF ART PLAN 330320 401k Plan overview

Plan NameWALTER ANDERSON MUSEUM OF ART PLAN 330320
Plan identification number 001

WALTER ANDERSON MUSEUM OF ART PLAN 330320 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

WALTER ANDERSON MUSEUM OF ART, INC has sponsored the creation of one or more 401k plans.

Company Name:WALTER ANDERSON MUSEUM OF ART, INC
Employer identification number (EIN):510173731
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER ANDERSON MUSEUM OF ART PLAN 330320

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DONNA VAN LOON2023-05-11
0012021-01-01DONNA VAN LOON2022-07-24
0012020-01-01DONNA VAN LOON2021-05-12 DONNA VAN LOON2021-05-12
0012019-01-01DONNA VAN LOON2020-07-15
0012018-01-01DONNA VAN LOON2020-08-15
0012017-01-01GAYDEN GREEN2018-09-24
0012016-01-01DONNA COBB
0012015-01-01DONNA COBB
0012014-01-01DONNA COBB DONNA COBB2016-08-18
0012013-01-01DONNA COBB DONNA COBB2016-08-29
0012012-01-01DONNA COBB DONNA COBB2016-08-29
0012011-01-01DONNA COBB DONNA COBB2016-09-01
0012010-01-01DONNA COBB DONNA COBB2016-09-01
0012009-01-01DONNA COBB DONNA COBB2016-09-01

Plan Statistics for WALTER ANDERSON MUSEUM OF ART PLAN 330320

401k plan membership statisitcs for WALTER ANDERSON MUSEUM OF ART PLAN 330320

Measure Date Value
2016: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2010 401k membership
Total participants, beginning-of-year2010-01-0114
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WALTER ANDERSON MUSEUM OF ART PLAN 330320

Measure Date Value
2016 : WALTER ANDERSON MUSEUM OF ART PLAN 330320 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,203
Expenses. Total of all expenses incurred2016-12-31$72,459
Benefits paid (including direct rollovers)2016-12-31$72,459
Total plan assets at end of year2016-12-31$125,857
Total plan assets at beginning of year2016-12-31$197,113
Total contributions received or receivable from participants2016-12-31$1,203
Net income (gross income less expenses)2016-12-31$-71,256
Net plan assets at end of year (total assets less liabilities)2016-12-31$125,857
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$197,113
2015 : WALTER ANDERSON MUSEUM OF ART PLAN 330320 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$3,334
Expenses. Total of all expenses incurred2015-12-31$1,962
Benefits paid (including direct rollovers)2015-12-31$1,962
Total plan assets at end of year2015-12-31$197,113
Total plan assets at beginning of year2015-12-31$195,741
Total contributions received or receivable from participants2015-12-31$2,413
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$921
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$1,372
Net plan assets at end of year (total assets less liabilities)2015-12-31$197,113
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$195,741
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : WALTER ANDERSON MUSEUM OF ART PLAN 330320 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$12,945
Expenses. Total of all expenses incurred2014-12-31$1,812
Benefits paid (including direct rollovers)2014-12-31$1,812
Total plan assets at end of year2014-12-31$195,741
Total plan assets at beginning of year2014-12-31$184,608
Total contributions received or receivable from participants2014-12-31$2,334
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$10,611
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$11,133
Net plan assets at end of year (total assets less liabilities)2014-12-31$195,741
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$184,608
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : WALTER ANDERSON MUSEUM OF ART PLAN 330320 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$38,333
Expenses. Total of all expenses incurred2013-12-31$93,285
Benefits paid (including direct rollovers)2013-12-31$93,285
Total plan assets at end of year2013-12-31$184,609
Total plan assets at beginning of year2013-12-31$239,561
Total contributions received or receivable from participants2013-12-31$2,057
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$36,276
Net income (gross income less expenses)2013-12-31$-54,952
Net plan assets at end of year (total assets less liabilities)2013-12-31$184,609
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$239,561
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : WALTER ANDERSON MUSEUM OF ART PLAN 330320 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$27,687
Expenses. Total of all expenses incurred2012-12-31$3,276
Benefits paid (including direct rollovers)2012-12-31$3,276
Total plan assets at end of year2012-12-31$239,561
Total plan assets at beginning of year2012-12-31$215,150
Total contributions received or receivable from participants2012-12-31$5,014
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$22,673
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$24,411
Net plan assets at end of year (total assets less liabilities)2012-12-31$239,561
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$215,150
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : WALTER ANDERSON MUSEUM OF ART PLAN 330320 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$8,585
Expenses. Total of all expenses incurred2011-12-31$3,231
Benefits paid (including direct rollovers)2011-12-31$3,231
Total plan assets at end of year2011-12-31$215,150
Total plan assets at beginning of year2011-12-31$209,796
Total contributions received or receivable from participants2011-12-31$4,858
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$3,727
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$5,354
Net plan assets at end of year (total assets less liabilities)2011-12-31$215,150
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$209,796
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : WALTER ANDERSON MUSEUM OF ART PLAN 330320 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$28,786
Expenses. Total of all expenses incurred2010-12-31$5,957
Benefits paid (including direct rollovers)2010-12-31$5,957
Total plan assets at end of year2010-12-31$209,796
Total plan assets at beginning of year2010-12-31$186,967
Total contributions received or receivable from participants2010-12-31$7,908
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$20,878
Net income (gross income less expenses)2010-12-31$22,829
Net plan assets at end of year (total assets less liabilities)2010-12-31$209,796
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$186,967
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for WALTER ANDERSON MUSEUM OF ART PLAN 330320

2016: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WALTER ANDERSON MUSEUM OF ART PLAN 330320 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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