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CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN 401k Plan overview

Plan NameCHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN
Plan identification number 001

CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CHILDREN'S MUSEUM OF THE UPSTATE, INC has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S MUSEUM OF THE UPSTATE, INC
Employer identification number (EIN):571025453
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-07-26
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-09-22
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-10-19
0012021-01-01TARA EVANS2022-09-23
0012021-01-01TARA EVANS2023-06-06
0012020-01-01PHIL TISUE2021-05-05
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01NANCY HALVERSON2015-09-28
0012013-01-01NANCY HALVERSON2014-10-14
0012012-10-01AMY SHEPPARD2013-07-22

Plan Statistics for CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN

401k plan membership statisitcs for CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN

Measure Date Value
2025: CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-3152
Total number of particpants at end of year2025-03-3182
Number of Participants With Account Balances2025-03-3122
2024: CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2647
Total number of particpants at end of year2024-07-2684
Number of Participants With Account Balances2024-07-2623
2023: CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN 2023 401k membership
Total number of particpants at beginning of year2023-06-0619
Total number of particpants at end of year2023-06-0665
Number of Participants With Account Balances2023-06-0611

Financial Data on CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN

Measure Date Value
2025 : CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-31147496
Net assets as of the end of the plan year2025-03-31204455
Total assets as of the beginning of the plan year2025-03-31262080
Value of plan covered by a fidelity bond2025-03-31500000
Participant contributions to plan in this plan year2025-03-3138057
Other contributions to plan in this plan year2025-03-311939
Other income to plan in this plan year2025-03-3130175
Plan net income in this plan year2025-03-31-57625
Net assets as of the end of the plan year2025-03-31204455
Net assets as of the beginning of the plan year2025-03-31262080
Employer contributions to plan in this plan year2025-03-3119700
Fees paid to broker by Benefit Provider2025-03-311177
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-313457
2024 : CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2621301
Net assets as of the end of the plan year2024-07-26262080
Total assets as of the beginning of the plan year2024-07-26183625
Value of plan covered by a fidelity bond2024-07-26500000
Participant contributions to plan in this plan year2024-07-2635601
Other contributions to plan in this plan year2024-07-2610552
Other income to plan in this plan year2024-07-2633993
Plan net income in this plan year2024-07-2678455
Net assets as of the end of the plan year2024-07-26262080
Net assets as of the beginning of the plan year2024-07-26183625
Employer contributions to plan in this plan year2024-07-2619610
Fees paid to broker by Benefit Provider2024-07-26970
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-262726
2023 : CHILDREN'S MUSEUM OF THE UPSTATE, INC. 401(K) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-06-065456
Net assets as of the end of the plan year2023-06-06173062
Total assets as of the beginning of the plan year2023-06-06146090
Value of plan covered by a fidelity bond2023-06-06500000
Participant contributions to plan in this plan year2023-06-0612929
Other income to plan in this plan year2023-06-0617096
Plan net income in this plan year2023-06-0626972
Net assets as of the end of the plan year2023-06-06173062
Net assets as of the beginning of the plan year2023-06-06146090
Employer contributions to plan in this plan year2023-06-062403
Fees paid to broker by Benefit Provider2023-06-06794
Expensese paid to adminstrative service provicers from plan in this plan year2023-06-062041

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