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THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameTHE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN
Plan identification number 001

THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS 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.
  • 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 HISTORICAL SOCIETY OF WASHINGTON D. C. has sponsored the creation of one or more 401k plans.

Company Name:THE HISTORICAL SOCIETY OF WASHINGTON D. C.
Employer identification number (EIN):530238800
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURA HAGOOD2024-06-25
0012022-01-01EILEEN ANDARY2023-06-06 LAURA HAGOOD2023-06-02
0012021-01-01EILEEN ANDARY2022-06-13 LAURA HAGOOD2022-06-10
0012020-01-01EILEEN ANDARY2021-05-04 LAURA HAGOOD2021-04-19
0012019-01-01LAURA HAGOOD2020-04-29 JULIA KOCZELA2020-04-30
0012018-01-01JULIA KOCZELA2019-07-22
0012017-01-01JOHN SUAU2018-08-14
0012016-01-01JOHN SUAU2017-06-14
0012014-01-01JOHN SUAU2015-10-14
0012013-01-01ALONITA VANNOY2014-10-14
0012012-01-01ALONITA VANNOY2013-09-10 ALONITA VANNOY2013-09-10
0012011-01-01ALONITA VANNOY2012-10-12

Plan Statistics for THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN

Measure Date Value
2025: THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0521
Total number of particpants at end of year2025-06-0523
Number of Participants With Account Balances2025-06-0519
2024: THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2522
Total number of particpants at end of year2024-06-2521
Number of Participants With Account Balances2024-06-2517

Financial Data on THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN

Measure Date Value
2025 : THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0518808
Net assets as of the end of the plan year2025-06-05486428
Total assets as of the beginning of the plan year2025-06-05349021
Value of plan covered by a fidelity bond2025-06-05100000
Participant contributions to plan in this plan year2025-06-0566200
Other income to plan in this plan year2025-06-0564701
Plan net income in this plan year2025-06-05137407
Net assets as of the end of the plan year2025-06-05486428
Net assets as of the beginning of the plan year2025-06-05349021
Employer contributions to plan in this plan year2025-06-0525314
Fees paid to broker by Benefit Provider2025-06-053864
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-051247
2024 : THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT AND EMPLOYEE SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2559472
Net assets as of the end of the plan year2024-06-25349021
Total assets as of the beginning of the plan year2024-06-25261422
Value of plan covered by a fidelity bond2024-06-25100000
Participant contributions to plan in this plan year2024-06-2567127
Other income to plan in this plan year2024-06-2551438
Plan net income in this plan year2024-06-2587599
Net assets as of the end of the plan year2024-06-25349021
Net assets as of the beginning of the plan year2024-06-25261422
Employer contributions to plan in this plan year2024-06-2528506
Fees paid to broker by Benefit Provider2024-06-253600
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-25425

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