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JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 401k Plan overview

Plan NameJACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN
Plan identification number 001

JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

MUSEUM OF JACKSON HOLE has sponsored the creation of one or more 401k plans.

Company Name:MUSEUM OF JACKSON HOLE
Employer identification number (EIN):830247464
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01MORGAN JAOUEN
0012015-07-01BRENDA ROBERTS BRENDA ROBERTS2017-04-13
0012014-07-01SHARON KAHIN
0012013-07-01SHARON KAHIN
0012012-07-01SHARON KAHIN
0012011-07-01SHARON KAHIN
0012010-07-01LOKEY LYTJEN
0012009-07-01LOKEY LYTJEN
0012008-07-01
0012007-07-01LOKEY LYTJEN
0012006-07-01LOKEY LYTJEN
0012005-07-01LOKEY LYTJEN
0012004-07-01LOKEY LYTJEN

Plan Statistics for JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN

401k plan membership statisitcs for JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN

Measure Date Value
2021: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-018
Total number of active participants reported on line 7a of the Form 55002021-07-013
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-017
Total of all active and inactive participants2021-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0110
Number of participants with account balances2021-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0110
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-017
Total of all active and inactive participants2020-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-018
Number of participants with account balances2020-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-010
2019: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0110
Total number of active participants reported on line 7a of the Form 55002019-07-012
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-018
Total of all active and inactive participants2019-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0110
Number of participants with account balances2019-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0111
Total number of active participants reported on line 7a of the Form 55002018-07-015
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-015
Total of all active and inactive participants2018-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0110
Number of participants with account balances2018-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0110
Total number of active participants reported on line 7a of the Form 55002017-07-013
Number of other retired or separated participants entitled to future benefits2017-07-018
Total of all active and inactive participants2017-07-0111
Total participants2017-07-0111
Number of participants with account balances2017-07-0111
2016: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0113
Total number of active participants reported on line 7a of the Form 55002016-07-014
Number of other retired or separated participants entitled to future benefits2016-07-016
Total of all active and inactive participants2016-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0110
2015: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0112
Total number of active participants reported on line 7a of the Form 55002015-07-015
Number of other retired or separated participants entitled to future benefits2015-07-018
Total of all active and inactive participants2015-07-0113
Total participants2015-07-0113
2014: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0112
Total number of active participants reported on line 7a of the Form 55002014-07-015
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-018
Total of all active and inactive participants2014-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0113
Number of participants with account balances2014-07-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0115
Total number of active participants reported on line 7a of the Form 55002013-07-016
Number of other retired or separated participants entitled to future benefits2013-07-017
Total of all active and inactive participants2013-07-0113
Total participants2013-07-0113
Number of participants with account balances2013-07-0112
2012: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0115
Total number of active participants reported on line 7a of the Form 55002012-07-017
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-018
Total of all active and inactive participants2012-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0115
Number of participants with account balances2012-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0111
Total number of active participants reported on line 7a of the Form 55002011-07-0111
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-014
Total of all active and inactive participants2011-07-0115
Total participants2011-07-0115
Number of participants with account balances2011-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0112
Total number of active participants reported on line 7a of the Form 55002010-07-019
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-012
Total of all active and inactive participants2010-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0111
Number of participants with account balances2010-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2009 401k membership
Total number of active participants reported on line 7a of the Form 55002009-07-010
Total of all active and inactive participants2009-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2007: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2007 401k membership
Total number of active participants reported on line 7a of the Form 55002007-07-010
Total of all active and inactive participants2007-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010
2006: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2006 401k membership
Total number of active participants reported on line 7a of the Form 55002006-07-010
Total of all active and inactive participants2006-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-010
Total participants2006-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-010
2005: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2005 401k membership
Total number of active participants reported on line 7a of the Form 55002005-07-010
Total of all active and inactive participants2005-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-07-010
Total participants2005-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-07-010
2004: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2004 401k membership
Total number of active participants reported on line 7a of the Form 55002004-07-010
Total of all active and inactive participants2004-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-07-010
Total participants2004-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-07-010

Form 5500 Responses for JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN

2021: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2020: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2019: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2018: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2017: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2016: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2015: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2014: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2013: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2012: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2011: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2010: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2009: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2008: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2007: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2006: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2005: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2004: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 403 (B) DC PLAN 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo

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