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SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameSHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN
Plan identification number 001

SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION
Employer identification number (EIN):542007460
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2000-08-16
Company Identification Number: 0544900
Legal Registered Office Address: PO BOX 897
PO BOX 897
NEW MARKET
United States of America (USA)
22844

More information about SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Financial Data on SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN

Measure Date Value
2025 : SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-10285
Net assets as of the end of the plan year2025-10-10284277
Total assets as of the beginning of the plan year2025-10-10254454
Value of plan covered by a fidelity bond2025-10-10250000
Participant contributions to plan in this plan year2025-10-102139
Value of participant loans at end of plan year2025-10-1027932
Other income to plan in this plan year2025-10-1027969
Plan net income in this plan year2025-10-1029823
Net assets as of the end of the plan year2025-10-10284277
Net assets as of the beginning of the plan year2025-10-10254454
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10285
2024 : SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1550
Net assets as of the end of the plan year2024-10-15254454
Total assets as of the beginning of the plan year2024-10-15216158
Value of plan covered by a fidelity bond2024-10-15250000
Participant contributions to plan in this plan year2024-10-153776
Value of participant loans at end of plan year2024-10-152730
Other income to plan in this plan year2024-10-1534570
Plan net income in this plan year2024-10-1538296
Net assets as of the end of the plan year2024-10-15254454
Net assets as of the beginning of the plan year2024-10-15216158
2022 : SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-10235
Net assets as of the end of the plan year2022-10-10250781
Total assets as of the beginning of the plan year2022-10-10214903
Value of plan covered by a fidelity bond2022-10-1021491
Participant contributions to plan in this plan year2022-10-106872
Value of participant loans at end of plan year2022-10-104957
Other income to plan in this plan year2022-10-1029241
Plan net income in this plan year2022-10-1035878
Net assets as of the end of the plan year2022-10-10250781
Net assets as of the beginning of the plan year2022-10-10214903
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-10235

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