401k Plan data: THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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 COLLEGE MUSIC SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: THE COLLEGE MUSIC SOCIETY

Employer identification number (EIN): 810505324

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEFFREY LOEFFERT 2023-06-26
001 2021-01-01 HANNAH PEARSON 2022-09-13
001 2020-01-01 WILLIAM PELTO 2021-10-12
001 2019-01-01 WILLIAM PELTO 2020-10-13
001 2018-01-01 WILLIAM PELTO 2019-10-11
001 2017-01-01 WILLIAM PELTO 2018-10-13
001 2016-01-01 WILLIAM PELTO 2017-09-21
001 2015-01-01 ROBBY GUNSTREAM 2016-10-10
001 2014-01-01 ROBBY GUNSTREAM 2015-09-21
001 2013-01-01 ROBBY GUNSTREAM 2014-10-13
001 2011-01-01 ROBBY GUNSTREAM
001 2009-01-01 ROBBY GUNSTREAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JEFFREY LOEFFERT	2023-06-26
001	2021-01-01	HANNAH PEARSON	2022-09-13
001	2020-01-01	WILLIAM PELTO	2021-10-12
001	2019-01-01	WILLIAM PELTO	2020-10-13
001	2018-01-01	WILLIAM PELTO	2019-10-11
001	2017-01-01	WILLIAM PELTO	2018-10-13
001	2016-01-01	WILLIAM PELTO	2017-09-21
001	2015-01-01	ROBBY GUNSTREAM	2016-10-10
001	2014-01-01	ROBBY GUNSTREAM	2015-09-21
001	2013-01-01	ROBBY GUNSTREAM	2014-10-13
001	2011-01-01	ROBBY GUNSTREAM
001	2009-01-01	ROBBY GUNSTREAM

Plan Statistics for THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2011: THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
2009: THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7

Measure	Date	Value
2011: THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
2009: THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7

Financial Data on THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2011 : THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$127,862
Total plan assets at end of year	2011-12-31	$1,240,900
Total plan assets at beginning of year	2011-12-31	$1,113,038
Total contributions received or receivable from participants	2011-12-31	$42,205
Other income received	2011-12-31	$36,751
Net income (gross income less expenses)	2011-12-31	$127,862
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,240,900
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,113,038
Total contributions received or receivable from employer(s)	2011-12-31	$48,906
2010 : THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$143,690
Total plan assets at end of year	2010-12-31	$1,113,038
Total plan assets at beginning of year	2010-12-31	$969,348
Total contributions received or receivable from participants	2010-12-31	$38,874
Other income received	2010-12-31	$57,806
Net income (gross income less expenses)	2010-12-31	$143,690
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,113,038
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$969,348
Total contributions received or receivable from employer(s)	2010-12-31	$47,010

Form 5500 Responses for THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

2011: THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE COLLEGE MUSIC SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE COLLEGE MUSIC SOCIETY
Employer identification number (EIN):	810505324
NAIC Classification:	611000