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403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI
Plan identification number 001

403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

NASHVILLE ACADEMY THEATRE & NASHVIL LE CHILDREN S THEATRE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NASHVILLE ACADEMY THEATRE & NASHVIL LE CHILDREN S THEATRE ASSOCIATION
Employer identification number (EIN):620637709
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BELINDA S MCSWEEN2024-10-14
0012022-01-01BELINDA S MCSWEEN2023-07-10
0012022-01-01BELINDA S MCSWEEN2024-10-14
0012021-01-01BELINDA S MCSWEEN2022-12-12
0012020-01-01MICHELLE TAYLOR2021-07-30
0012019-01-01MICHELLE TAYLOR2020-08-25
0012018-01-01MICHELLE TAYLOR2019-10-15
0012017-01-01MICHELLE G TAYLOR2018-10-15 MICHELLE G TAYLOR2018-10-15
0012016-01-01MICHELLE G TAYLOR2017-07-12 MICHELLE G TAYLOR2017-07-12
0012015-01-01MICHELLE G TAYLOR2016-07-29 MICHELLE G TAYLOR2016-07-29
0012014-01-01MICHELLE G TAYLOR2015-07-08 MICHELLE G TAYLOR2015-07-08
0012013-01-01MICHELLE TAYLOR2014-07-30 MICHELLE TAYLOR2014-07-30
0012012-01-01MICHELLE G. TAYLOR2013-07-29 MICHELLE G. TAYLOR2013-07-29
0012011-01-01MICHELLE TAYLOR2012-07-27
0012010-01-01MICHELLE TAYLOR2011-06-22 MICHELLE TAYLOR2011-06-22

Financial Data on 403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI

Measure Date Value
2025 : 403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-2345745
Net assets as of the end of the plan year2025-07-23235651
Total assets as of the beginning of the plan year2025-07-23250050
Value of plan covered by a fidelity bond2025-07-2341000
Participant contributions to plan in this plan year2025-07-231400
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-2329946
Plan net income in this plan year2025-07-23-14399
Net assets as of the end of the plan year2025-07-23235651
Net assets as of the beginning of the plan year2025-07-23250050
Employer contributions to plan in this plan year2025-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-23191
2024 : 403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1426764
Net assets as of the end of the plan year2024-10-14250050
Total assets as of the beginning of the plan year2024-10-14241177
Value of plan covered by a fidelity bond2024-10-1441000
Participant contributions to plan in this plan year2024-10-141250
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-1434387
Plan net income in this plan year2024-10-148873
Net assets as of the end of the plan year2024-10-14250050
Net assets as of the beginning of the plan year2024-10-14241177
Employer contributions to plan in this plan year2024-10-140
Fees paid to broker by Benefit Provider2024-10-14104
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-14104
2022 : 403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN S THEATRE ASSOCIATI 2022 401k financial data
Total transfers to/from plan in this plan year2022-12-120
Total liabilities as of the end of the plan year2022-12-120
Total liabilities as of the beginning of the plan year2022-12-120
Total expenses incurred by plan in this plan year2022-12-1220087
Net assets as of the end of the plan year2022-12-12283257
Total assets as of the beginning of the plan year2022-12-12256526
Value of plan covered by a fidelity bond2022-12-1241000
Participant contributions to plan in this plan year2022-12-12850
Other expenses paid from plan in this plan year2022-12-12248
Other contributions to plan in this plan year2022-12-120
Other income to plan in this plan year2022-12-1239066
Plan net income in this plan year2022-12-1226731
Net assets as of the end of the plan year2022-12-12283257
Net assets as of the beginning of the plan year2022-12-12256526
Employer contributions to plan in this plan year2022-12-126902
Fees paid to broker by Benefit Provider2022-12-1226

Potentially related plans

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