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THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN
Plan identification number 001

THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT 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)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE AMERICAN VISIONARY ART MUSEUM, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE AMERICAN VISIONARY ART MUSEUM, INC.
Employer identification number (EIN):521608934
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONNA KATRINIC2024-05-16
0012022-01-01JENENNE WHITFIELD2023-03-15
0012021-01-01REBECCA HOFFBERGER2022-08-30
0012020-01-01REBECCA HOFFBERGER2021-09-06
0012019-01-01REBECCA HOFFBERGER2020-07-10
0012018-01-01REBECCA HOFFBERGER2019-07-10
0012017-01-01REBECCA HOFFBERGER2018-09-22
0012016-01-01REBECCA HOFFBERGER2017-09-14
0012015-01-01REBECCA HOFFBERGER2016-09-28
0012013-01-01REBECCA HOFFBERGER2014-08-19

Plan Statistics for THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025: THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2445
Total number of particpants at end of year2025-06-2438
Number of Participants With Account Balances2025-06-2418
2024: THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1642
Total number of particpants at end of year2024-05-1645
Number of Participants With Account Balances2024-05-1622

Financial Data on THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025 : THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-2449452
Net assets as of the end of the plan year2025-06-24659074
Total assets as of the beginning of the plan year2025-06-24577323
Value of plan covered by a fidelity bond2025-06-24500000
Participant contributions to plan in this plan year2025-06-2442073
Other expenses paid from plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-242654
Other income to plan in this plan year2025-06-2463563
Plan net income in this plan year2025-06-2481751
Net assets as of the end of the plan year2025-06-24659074
Net assets as of the beginning of the plan year2025-06-24577323
Employer contributions to plan in this plan year2025-06-2422913
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-241673
2024 : THE AMERICAN VISIONARY ART MUSEUM, INC. 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-1640592
Net assets as of the end of the plan year2024-05-16577323
Total assets as of the beginning of the plan year2024-05-16459664
Value of plan covered by a fidelity bond2024-05-16500000
Participant contributions to plan in this plan year2024-05-1641130
Other expenses paid from plan in this plan year2024-05-160
Other contributions to plan in this plan year2024-05-1616243
Other income to plan in this plan year2024-05-1680147
Plan net income in this plan year2024-05-16117659
Net assets as of the end of the plan year2024-05-16577323
Net assets as of the beginning of the plan year2024-05-16459664
Value of contributions failed to transmitted timely2024-05-163437
Employer contributions to plan in this plan year2024-05-1620731
Fees paid to broker by Benefit Provider2024-05-16122
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-16397

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