401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. plan

RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC.
Plan identification number	001

RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

FRANK PHILLIPS FOUNDATION INC has sponsored the creation of one or more 401k plans.

Company Name: FRANK PHILLIPS FOUNDATION INC

Employer identification number (EIN): 730636562

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEVIN HOCH 2023-09-20
001 2021-01-01 KEVIN HOCH 2022-06-16
001 2020-01-01 BOB FRASER 2021-09-17 BOB FRASER 2021-09-17
001 2019-01-01 BOB FRASER 2020-08-13
001 2018-01-01 BOB FRASER 2019-06-19 BOB FRASER 2019-06-19
001 2017-01-01 BOB FRASER 2018-10-04
001 2016-01-01 BOB FRASER 2017-07-21
001 2015-01-01 BOB FRASER 2016-09-02 BOB FRASER 2016-09-02
001 2015-01-01 BOB FRASER 2016-05-25
001 2014-01-01 BOB FRASER 2015-10-14
001 2014-01-01 BOB FRASER 2015-05-11 BOB FRASER 2015-05-11
001 2013-01-01 BOB FRASER 2014-09-17
001 2012-01-01 BOB FRASER 2014-09-17
001 2011-01-01 BOB FRASER 2012-09-17
001 2010-01-01 BOB FRASER 2011-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KEVIN HOCH	2023-09-20
001	2021-01-01	KEVIN HOCH	2022-06-16
001	2020-01-01	BOB FRASER	2021-09-17	BOB FRASER	2021-09-17
001	2019-01-01	BOB FRASER	2020-08-13
001	2018-01-01	BOB FRASER	2019-06-19	BOB FRASER	2019-06-19
001	2017-01-01	BOB FRASER	2018-10-04
001	2016-01-01	BOB FRASER	2017-07-21
001	2015-01-01	BOB FRASER	2016-09-02	BOB FRASER	2016-09-02
001	2015-01-01	BOB FRASER	2016-05-25
001	2014-01-01	BOB FRASER	2015-10-14
001	2014-01-01	BOB FRASER	2015-05-11	BOB FRASER	2015-05-11
001	2013-01-01	BOB FRASER	2014-09-17
001	2012-01-01	BOB FRASER	2014-09-17
001	2011-01-01	BOB FRASER	2012-09-17
001	2010-01-01	BOB FRASER	2011-06-13

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2022 401k membership
Market value of plan assets 2022-12-31 341,543
Acturial value of plan assets 2022-12-31 341,543
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 171,099
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 374,875
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 374,875
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 545,974
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 46,938
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 46,938
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 204,438
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 46,938
Additional cash requirement 2022-12-31 46,938
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 46,938
Unpaid minimum required contributions for current year 2022-12-31 0
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2021 401k membership
Market value of plan assets 2021-12-31 319,484
Acturial value of plan assets 2021-12-31 319,484
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 175,571
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 397,826
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 397,826
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 573,397
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 49,916
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 47,959
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 253,912
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 47,631
Additional cash requirement 2021-12-31 47,631
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 47,959
Unpaid minimum required contributions for current year 2021-12-31 0
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2020 401k membership
Market value of plan assets 2020-12-31 323,847
Acturial value of plan assets 2020-12-31 323,847
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 203,882
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 230,390
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 230,390
Total participant count 2020-12-31 16
Total funding target for all participants 2020-12-31 434,272
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 24,156
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 23,049
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 110,425
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 24,156
Additional cash requirement 2020-12-31 24,156
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 23,049
Unpaid minimum required contributions for current year 2020-12-31 1,107
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2019 401k membership
Market value of plan assets 2019-12-31 408,279
Acturial value of plan assets 2019-12-31 408,279
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 214,204
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 403,368
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 403,368
Total participant count 2019-12-31 17
Total funding target for all participants 2019-12-31 617,572
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 40,211
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2018 401k membership
Market value of plan assets 2018-12-31 420,261
Acturial value of plan assets 2018-12-31 420,261
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 212,574
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 394,726
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 394,726
Total participant count 2018-12-31 18
Total funding target for all participants 2018-12-31 607,300
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 30,998
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 28,618
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 187,039
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 28,618
Additional cash requirement 2018-12-31 28,618
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 28,618
Unpaid minimum required contributions for current year 2018-12-31 0
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2017 401k membership
Market value of plan assets 2017-12-31 534,485
Acturial value of plan assets 2017-12-31 534,485
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 226,572
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 363,849
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 363,849
Total participant count 2017-12-31 19
Total funding target for all participants 2017-12-31 590,421
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 12,206
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 10,698
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 55,936
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 9,246
Additional cash requirement 2017-12-31 9,246
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 10,698
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2016 401k membership
Market value of plan assets 2016-12-31 662,290
Acturial value of plan assets 2016-12-31 662,290
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 260,754
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 418,957
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 418,957
Total participant count 2016-12-31 22
Total funding target for all participants 2016-12-31 679,711
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 2,913
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 2,853
Unpaid minimum required contributions for all prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 17,421
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 2,853
Additional cash requirement 2016-12-31 2,853
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,853
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2022 401k membership
Market value of plan assets	2022-12-31	341,543
Acturial value of plan assets	2022-12-31	341,543
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	171,099
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	374,875
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	374,875
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	545,974
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	46,938
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	46,938
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	204,438
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	46,938
Additional cash requirement	2022-12-31	46,938
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	46,938
Unpaid minimum required contributions for current year	2022-12-31	0
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2021 401k membership
Market value of plan assets	2021-12-31	319,484
Acturial value of plan assets	2021-12-31	319,484
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	175,571
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	397,826
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	397,826
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	573,397
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	49,916
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	47,959
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	253,912
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	47,631
Additional cash requirement	2021-12-31	47,631
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	47,959
Unpaid minimum required contributions for current year	2021-12-31	0
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2020 401k membership
Market value of plan assets	2020-12-31	323,847
Acturial value of plan assets	2020-12-31	323,847
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	203,882
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	230,390
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	230,390
Total participant count	2020-12-31	16
Total funding target for all participants	2020-12-31	434,272
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	24,156
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	23,049
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	110,425
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	24,156
Additional cash requirement	2020-12-31	24,156
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	23,049
Unpaid minimum required contributions for current year	2020-12-31	1,107
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2019 401k membership
Market value of plan assets	2019-12-31	408,279
Acturial value of plan assets	2019-12-31	408,279
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	214,204
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	403,368
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	403,368
Total participant count	2019-12-31	17
Total funding target for all participants	2019-12-31	617,572
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	40,211
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2018 401k membership
Market value of plan assets	2018-12-31	420,261
Acturial value of plan assets	2018-12-31	420,261
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	212,574
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	394,726
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	394,726
Total participant count	2018-12-31	18
Total funding target for all participants	2018-12-31	607,300
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	30,998
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	28,618
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	187,039
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	28,618
Additional cash requirement	2018-12-31	28,618
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	28,618
Unpaid minimum required contributions for current year	2018-12-31	0
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2017 401k membership
Market value of plan assets	2017-12-31	534,485
Acturial value of plan assets	2017-12-31	534,485
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	226,572
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	363,849
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	363,849
Total participant count	2017-12-31	19
Total funding target for all participants	2017-12-31	590,421
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	12,206
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	10,698
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	55,936
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	9,246
Additional cash requirement	2017-12-31	9,246
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	10,698
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2016 401k membership
Market value of plan assets	2016-12-31	662,290
Acturial value of plan assets	2016-12-31	662,290
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	260,754
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	418,957
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	418,957
Total participant count	2016-12-31	22
Total funding target for all participants	2016-12-31	679,711
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	2,913
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	2,853
Unpaid minimum required contributions for all prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	17,421
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	2,853
Additional cash requirement	2016-12-31	2,853
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,853
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC.

Measure	Date	Value
2013 : RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$175,729
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,036,407
Total plan assets at beginning of year	2013-12-31	$860,678
Value of fidelity bond covering the plan	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$61,831
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$96,277
Net income (gross income less expenses)	2013-12-31	$175,729
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,036,407
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$860,678
Assets. Value of participant loans	2013-12-31	$22,259
Total contributions received or receivable from employer(s)	2013-12-31	$17,621
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

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Company Name:	FRANK PHILLIPS FOUNDATION INC
Employer identification number (EIN):	730636562
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions